nicleesonFeeling the same as you dont worry.The markets are full...

nicleeson

Feeling the same as you dont worry.

The markets are full of panic and margin selling, holding nerve is crucial (and money money management of course)

The results werent that bad. Unless we have a major worlwide recession 6 mths should see major turnaround.

Havent been seriously in RJT until today. The major concern is whether early repayment is required om short term loans (this wasnt mentioned in either REU/RAT presentations). The discount now on NTA/yield makes RJT more attractive than REU/RAT (previously risk/reward favoured REU/RAT)

Yes there was major selling today -But(obviously) major buying - lets see shareholding notices. Japan market is much more attractive than US and EU.

Unfortunately there is no short tern catalyst so expect more weakness. However do some what if calcs on a spreadsheet and you can see future rewards vs risks.