Closing the discount gapAlthough the looming dilution from warrants is acting as a bit of a drag on otherwise stellar gains in NAV, it will be interesting to see if the increased liquidity provided by doubling of units after excercise date will help to reduce the discount gap.
I figure this should be worth at least $16 now, even after accounting for managment incentive fee and tax liability. With the right PR it is not out of the question that it could someday trade at a premium to NAV but I'm not holding my breath.