I note MTO is up about 20% since end April (date of last NSC NTA report).
NSC says this is one of their target 12 core holdings ... so presume this will lift their NTA 1-2% by itself in May. But ... wonder what offsets may occur with their other holdings!
It's a guess what their other current holdings are - but PME, HLO, MNF that they've mentioned in the past are all down a bit, FIG down a lot, offset by OTW and EGG that are up a bit.
I note MTO is up about 20% since end April (date of last NSC NTA...
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