Hi Quiltman, long time between chats - happy new year, and hope things are well with you too. I'm still living the dream that is SE1 - I stuck it out, and hopefully Tooth and Martino can get the RTO right. Patience is needed in abundance......
Have appreciated as always your posts on RVS, particualrly on the SiC macro trends - agree, it looks like a strong angle.
Landis does seem committed to the sector with the other interests he holds in the funds, so that is definitely a positive. I just wish there was a bit more clarity around this holding issue - guess you can't have everything though.
The RVS SP at the moment is very tempting, and being more than half the cost base of Firsthand gives me some comfort that entry at this level positions well with any future raise that Firsthand might implement.
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