PVL 2.50% 4.1¢ powerhouse ventures limited

NTA and share price lag, page-2

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    Rusty, I'd be interested in comparing notes with you. Would you be able to share your breakdown of PVL carrying values on a per-company basis? I.e. for each of the 11 PVL investments, what the contribution to your 14c total NTA is? I arrive at a total NTA closer to 9c/share, which is not as bullish as your numbers but still well above the current share price. From my understanding, management is actively trying to close the share price to NTA gap.
 
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