LRF linq resources fund

april nta take a guess

  1. 159 Posts.
    What do people think the April pre tax NTA will be?

    The March pre tax NTA was $1.22. However April was an even better month for LRF. During the month there major holdings performed as follows.

    Wedgetail WTE down -6%
    Copperco CUO up 55%
    Riversdale RIV down -5%
    Independence IGO up 39 %
    Atlas AGO up 40%
    Oilex OEX up 64 %
    elekdra EDN up 42 %
    universal URL up 33%

    It is difficult to say what there NTA would be precisely because i am unsure what they are holding in cash and some of there investments in companies are not in ordinary shares but in more complicated investment packages.

    However, that said, i am predicting a 35% rise in NTA

    Thefor my prediction for pre tax NTA is $1.64

    Anybody else want to take a stab in the dark?
 
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