Anyone able to tell me how much cash they have and how much of their investment portfolio is in unlisted companies.
With listed equities down so much over 2012 wonder if they will write down some of the value of their unlisted investment portfolio given conditions?
Saw other major funds who held Ferrous write down the carrying value of that recently. Anyone know if LinQ did the same. As its one of the major investments of LRF I wonder what impact that may have. Any thoughts anyone
LRF Price at posting:
44.5¢ Sentiment: Sell Disclosure: Not Held