for what its worth, TEK's 5 largest holdings (30% of assets) are:
CXL - down this month
IREN (Iris Energy, power for bitcoin miners US listed) - down this month
IMU - up this month
CTT - down this month
UPD - unlisted, US based
For the smaller holdings I see rise for DUB
CCR down for month, recovering
Feb 2022 HY statement included: "During the half-year period, the Group lodged change of interest substantial shareholder notices for
BID, SPA, FLX, TVL, DUG, JAY, YOJ, OVN and QFE"
Nice to see NTA stabilise but look to the future for TEK to do good deals at bargain basement prices
Appears to some key man risk with dependency on Alex
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