Model Portfolio Updates, Situations I'm Monitoring, Developing Situations
im super horny for PANR for obvious reasons. Love your blog and weekly email.
Re YCA: "Estimated net asset value as at 31 December 2021 of £3.31 per share 1 or US$818.6 million, comprising 15.83 million lb of U 3 O 8 valued at a spot price of US$42.00/lb 2 and cash and other current assets and liabilities of US$153.6 million."
Currently trading at £3.21, so isn't the discount to NAV more like 3%?
Hi Conor, What's your take on $BAYRY with a view to their crop science segment? Think of the challenges for global agriculture which will come with the climate change. Thanks for your work. Best regards, Johannes