RE:SellersAnd again, it is logical to rotate into RML, due to lower risk in the prior list.
Howsoever better GRZ looks to me (more transparent etc.), there is a.binary risk, could they get what is owed or couldnt .
Running the risk of the latter seemed unnecessary at this stage.
I have also been rotated previously, though only partly. Weighted towards RML, holding both. And week after week realizong profit on RML. As it has grown too large for me, and I dont want to run any horror scenario (eventually not getting OFAC permit), with the whole position.
I rotated with the profit other partly similar cases, litigations against sovereigns, where the closure is imminent