Looking at the NTA I was a bit disappointed, might have been some underperformers from the smaller holdings I didn't pick up and maybe they didn't participate in the INA raising.
Anyway given the track record of investment performance still don't think it deserves much of a discount. So 14 cents still should turn out to be a good buy level.
During July AFY (Afterpay) exposure might treat them nicely. Looks like RIS (Richfield) can be a decent swing factor and their latest quarterly cash flow report looks good. So if INA can fight off the recent capital raising indigestion this month hopefully the figures I was hoping for we can get to with the next NTA release!
MVT Price at posting:
14.5¢ Sentiment: Buy Disclosure: Held