I know they have some unlisted which they have marked up (Powerwrap).
Ah, I can see the right MDL numbers now, not sure what happened there, my data wasn't showing the SP spike.
Bear in mind that on a relative basis, this is about the most concentrated listed investment portfolio I have ever seen. So it's great when it goes their way. But deadly if it doesn't.
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I know they have some unlisted which they have marked up...
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