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Once the buybacks start this will really start to move. There is so little availability of shares that it doesn't take much to move the price. My gut feeling is that most people in here are here for the long haul and just hoover up any that sell. Positive times ahead for sure.
The discount to NAV is starting to get a bit worrying now, at what point does the selling point of being a way to get exposure to higher risk/reward coins and tokens when there is no reward for the risk. I still feel like buybacks from the monthly income could be a good way to solve this
Although our NAV hasn't really changed that much over the last few weeks it is great to see less weight in TIA. Obviously it would be great if that went up as well but it is nice to see some pressure taken off one asset.
I agree that most of the movements here are related to BTC irrespective of our relatively low BTC holding in comparison to our main holdings. It is also slightly worrying that people are investing here based on BTC performance rather than the wider portfolio, it shows a lack of understanding or maybe a lack of clarity from the company as to what people are investing in.
The argument against KR1 can be switched to Argo as well but amplified by the risks that the: debt, share count, halving etc.
Fundamentally if you think crypto will go up then buy crypto and cut out the people taking a cut.
My crypto exposure is split between crypto and KR1 as their ability to get into projects before I ever could is unrivalled and it can be put in an ISA.
Hi all, I just wanted to know which company people would suggest to hold their ISA with? I moved mine to HL from HSBC last year. This month has really annoyed me though as they still haven't reinvested my Dec dividend so I've missed all of this growth and will end up getting the new shares at this high price. I'm not sure if this is common practise elsewhere or if HL are useless on this front? Any help would be welcome, thanks.
Any thoughts on why this hasn't been factored in yet? I know that there has been a 10ish% discount to NAV for a while her however 50% seems slightly mad. We are either really early to this or missing something! I would get more however I'm over committed here already.