I think the market assumes, that they need to fund their existing investments to keep them afloat and will continue to do so. They spent $14.8m this year and probably need to spend even more next year. I for one, will feel much better about the future if they can realize some investments or at least provide us more visibility on the cashflow requirements for their underlying companies over the next 12 months.
greatest bargain of our time?, page-6
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