So GVF gets its hands on a good deal more cash to invest right at the time when the Aussie dollar is at its strongest in months.
If they stick to what they know and have done well so far, I can't see how the SP won't jump back toward the $1.09 NTA value in the short term.
Buy international now, sell into a weaker Aussie dollar later and reap the rewards both ways.
I'll just continue to add whenever funds allow especially as it is trading at a discount to NTA in the order of 9%.
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