Respectfully disagree about winter being a severe risk.    With the vaccines now coming definitively late this year, the risk of another year of quasi lockdown has plummeted to zero.   The big risk around SIR was no effective vaccine on the horizon and the bank takes action.  That tail risk of going to zero is now very low, which leaves an asymmetric return profile to the upside for the Trust.   Hence why the stock is starting to lift.  

Even prior to the vaccine disclosure, Sir's banking partners had provided it with covenant waivers and they hadnt touched the BDC loan.  Net debt will have fallen when Corp reports their next set of results.  

I still contend that this can be a $7-8 stock within 15 months.  

good luck.