LSX 0.00% 51.0¢ lion selection group limited.

Took a small stake yesterday on the basis the NTA has climbed to...

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    Took a small stake yesterday on the basis the NTA has climbed to 31c per share or ~30% above the current price. Their assets are mostly gold and cash which I like. The only fly in the ointment is their stake in One Asia which is under a management/control cloud at present. But its valued at about 8c per share so a completely loss (v.unlikely) is factored in? Anyone else have a take on this?
 
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