Moving FundsAfter a cursory review and looking at the varous investments BWN made I see MOO and XT as possible near term upsides. Since you pretty much have to go to each of companies BWNs invested in to find out what's going on, I decided to invest direct vs this basket approach which has yielded virtually nothing for shareholders.
Interesting thing about XT is they have very little in terms of outstanding shares, market cap of $4 plus million. Cash is equal to market cap and they hold 2 million shares of BWN. A little reverse play.....will get more upside on discovery and will also benefit if and when BWN gains traction. I like it.
Did a little dabbling in MOO as well. Will be interesting to see what deal Tristone secures and if Hamburg shapes up to what they think it will, SI, Pinetree and BWN holding a big position in MOO. If it's a hit, more upside there than bwn.
Lastly, I took position in PDP vs looking for farm in return through BWN. More diversified and less concentration risk in argentina.
Good luck.