RE: Perro4 Feb 2019 17:16
Yep looks like it, messy. I reckon BOD might be a safer way to play any possible Vast diamond news in the next week or 2, seems nicely managed and it's just done a fundraise so that's out of the way for now. It's mostly ignored (another positive!), but could be good for a multibag if vast gets the diamonds, and without all the other baggage which vast brings with it. Trouble is it's proper tiny and illiquid and you can drive a bus through the spread so you got to play it carefully.
NCCL - i bailed on the last spike, but have dipped my toe in again in low 50s. There must be a limit to the number of times they can kick that can down the road...?!