Thanks no, I take your points. I was referring to share price...

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    Thanks no, I take your points. I was referring to share price dilution, not NTA dilution. I too sold some of my holding just after the announcement to make room for my SPP shares. Happy enough with that strategy, but I must say I'm a bit surprised that we're back at such a low premium to NTA. From what I've read about current holdings/exposures etc I'm pretty confident this is a short-term blip and more than happy to hold on.
 
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