I was surprised they said anything since I thought they might...

I was surprised they said anything since I thought they might wait anyway. It may imply that once they get it sorted they will get stuck in straight away.

Also their October result continues to look very good, the portfolio information I have is getting on a bit now but I have it showing +9% or +12c to the undiluted NTA. Whatever the real figure is it has to be good with 13 of their holdings up >10% for the month, and they don't hold that many things.

They should be out with a quarterly investment report soonish which will have more up to date portfolio information.