You made a good move, what was a big premium to NTA could also explain a lot, but it would seem to be a lot closer now. I was looking at WAA early November when it was trading around $1.35 and NTA was around $1.06, I emailed Wilson Asset to ask if there was something I was missing and/or should know regarding the big premium over NTA. I had a phone call from the very helpful CEO to say I wasn't and that the only thing they could put it down to was market sentiment and a slightly higher dividend compared to WAX and WAM. Looks like market sentiment has come to its senses and could be good buying at these prices.
I ended buying in to WAX, FGX, CDM and PIC (the Perpetual LIC float).
WAA Price at posting:
$1.10 Sentiment: None Disclosure: Not Held
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