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Sstemis3.bsky.social

2 key staff in #DGI9#DGI shares, which trade at 39% of revised NAV. Vote of confidence?

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Well, that went well. Exited #DGI9 preferring to cling to the investment wreckage over the continued 💩show. Losses exceed anything we've ever had on virtually anything and this is an expensive lesson in badly-run "opcos" masquerading as trusts.

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Fcaymanfrancis.bsky.social

Folio as at 28/8/24: SPSY EQLS TPFG RNO STB CAPD BUR SQZ GETB GFRC HSP LUCE MEGP VLX LIT AEO WPS PCIP OTB GMR AVAP SNWS ANP OCI TM17 IGR VTU PIN JNEO MACF HVPE ECEL SPA ULTP PEBB OMG PPH FIN PPET LTG CRL ADF AGFX SDG RWS GCP LIKE CNC TRCS TPX VLE DGI9 NXR TTG CHRY DIAL GABI GSF RCDO SDI GMS TND APTAFolio as at 28/8/24: SPSY EQLS TPFG RNO STB CAPD BUR SQZ GETB GFRC HSP LUCE MEGP VLX LIT AEO WPS PCIP OTB GMR AVAP SNWS ANP OCI TM17 IGR VTU PIN JNEO MACF HVPE ECEL SPA ULTP PEBB OMG PPH FIN PPET LTG CRL ADF AGFX SDG RWS GCP LIKE CNC TRCS TPX VLE DGI9 NXR TTG CHRY DIAL GABI GSF RCDO SDI GMS TND APTA

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Quick allocation post - what I loosely aim for across our 4 PFs. Basically underweight equities and property and overweight debt. Some debt/infra funds in windup ( #RMII#RCOI#DGI9#GACB#EBOX)

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Fcaymanfrancis.bsky.social

Portfolio as at 9/8/24: SPSY EQLS TPFG RNO STB CAPD BUR SQZ GFRD GETB HSP MEGP LUCE LIT PCIP AEO VLX GMR AVAP ANP SNWS TM17 OTB PPET WPS OCI IGR MACF VTU PIN ECEL HVPE JNEO SPA OMG ULTP PEBB PPH LTG AGFX CRL SDG FIN LIKE GCP TPX CNC RWS VLE ADF TRCS DGI9 NXR DIAL GABI TTG GSF GMS TND

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