ALM now trades at 0.28X NAV despite a recent run of more positive news at the portfolio level, most recently we saw the series B from STT. While unfortunately they did not publicly disclose the pre money valuation we believe it was above market expectations. This lack of clarity on the precise breakdown of the NAV is a clear negative, but the general moves in the NAV have been positive vs expectation on the technology side (the bit we have focussed on). All achieving recent marks from strateg
28 Nov 2018
0.28 times NAV!
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0.28 times NAV!
ALM now trades at 0.28X NAV despite a recent run of more positive news at the portfolio level, most recently we saw the series B from STT. While unfortunately they did not publicly disclose the pre money valuation we believe it was above market expectations. This lack of clarity on the precise breakdown of the NAV is a clear negative, but the general moves in the NAV have been positive vs expectation on the technology side (the bit we have focussed on). All achieving recent marks from strateg