mmm, hey mate, yeah I think its crazy, wish I saw it earlier....

mmm, hey mate, yeah I think its crazy, wish I saw it earlier. But still good with price $2, NTA $4.6

I'd be happy if they sold off some of their IBA shares and say did a capital return of $1.

Then price would typically go to $1, NTA $3.6,
then with the money they give back I'd buy back in for even better leverage. (3.6-1 v 2.3-1)

mmmmm.... nice