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thanks for the link. Sorry for the multiple posts but I'm stuck in quarantine and the internet is slow....
Anyway, small arbitrage opportunity with the warrants .. exercise price $1.28 heads are $1.60 warrants 29.5 and with a dividend of 2.3 cents, they should be around 33 cents plus any time value U put on them.
From Bloomberg:
Alibaba is 7% of the Marlin Portfolio.Quote:
Few people could have predicted the downward spiral for Alibaba Group when founder Jack Ma delivered his now-famously blunt criticism of China’s financial system. Yet one year on, the technology titan has lost a whopping $344 billion in market capitalization, the biggest wipe-out of shareholder value globally.
Marlin says of Alibaba:
And in their September newsletter are still positive about the prospects.Quote:
Alibaba is expected to grow in excess of 25% per annum over the next few years.
Recent NAV's
11/11 1.2686
18/11 1.3158
25/11 1.2663
Seems very strange ....
WOW this whole Kingfish group is losing its halo.
http://nzx-prod-s7fsd7f98s.s3-websit...549/361494.pdf
Adjusted NAV down 3.6% for the last 3 months v market index down just 1%
Underperforming for the year too but trading at a whopping 27.7% premium to NTA :eek2:
Reality check on that premium to NTA coming ?
Meta down 22% in after hours
That will a few percent of MLN NTA if stays down
And PayPal collapsing as well
They've also had a really shocking time recently with Ali Baba and Tencent holdings too.