RE:RE:Blue Goose - Conservative NAV estimateThanks for the reply.
I'm curious where the $138m of securities is based on? you are definately right, i was missing DST but the current market cap is $16m which means that 80% would be worth $12m. Are you including debt securities in that number? if not any idea what would be the difference? i updated the top holdings to today's price
The tax losses is a great point but i'm not sure how this breakdown by jurisdiction for it to be a benefit for the rest of the assets but could prove pretty interesting
Amen on the buybacks.