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24/12/19
10:05
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Originally posted by The Woodsmen:
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Hi Nige, firstly merry christmas and happy new year. Hope 2020 is good to you. I did not realise the 'master Fund' KKC is invested in has such a poor credit rating of C grade. Any wonder the market shied away from it when it listed. I understand why now. It has not got back to issue price yet, although long term, I think it will be ok. I see PGG has just announced its first distribution. Should be a steady monthly income payer and much better credit quality in its portfolio. I will buy PGG in due course when it comes back to near $2. I should have bought some a month ago when they did touch issue price. I do think they will come back to the market for a CR. I will definitely participate in this. MXT and NBI are looking good, SP well above NAV and looking forward to NBI CR. Dont know when MXT will do their CR That is some impressive amounts you are investing into these two products Nige All the best
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Pleasant surprise to see the dividend announcement. Was waiting for this, and returns appear decent. I will monitor this ongoing, with a view towards further investment as the opportunity arises.