GREY:SCPZF - Post by User
Post by
carlson8on Sep 11, 2013 7:33pm
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Post# 21734027
never thought i'd see a huge discount again
never thought i'd see a huge discount againi bought SCP the first time in spring 2009 at a huge 30% discount, and over time they moved the NAV up and the discount narrowed, which was a lovely thing. i never thought i'd get another kick at this one, now trading at a 25% discount holding mostly LRE and Gold and an assortment of other decent ag and drilling assets. there is no short term catalyst (other than perhaps the buyback a little) but one way or another, patience will translate into a big gain here IMO