see bottom for comments on the 13D's and a question about why no new stock purchases. 1. On February 20, 2003 Badlands, on behalf of the Trust, sent a ...
You wrote: The best evidence of this is the outcome of the 2002 election: a majority of the shares voting supported the Horejsi candidates, yet Fund management...
Any views on where this goes now? I have avoided as I'm worried about accuracy of the nav. If its overstated by 10-15% or more than there isn't much left in...
Have not been following this, but independent directors at SOA seem to have gone against the wishes of Alliance to liquidate, as well as many shareholders. A...
Yeah, I'm not sure where the board thinks this is really going unless they merge with an etf. It still ought to work out, but seems to be unnecessarily drawn...
Last report had it around 83%, but keep in mind that is from last Wednesday so likely over 90% maybe 95% today as it seems they have been taking 10+% a week...
... Alliance ... the ... that ... That is absolutely amazing! We finally witness an advisor attempting to do what is right for the shareholders, despite its...
HYB The HYB directors recently searched for and hired a new investment advisor - for the second time in the life of the fund. The advisor did not resign...
Either there is some distribution I don't know about today, assets have been marked down and someone knows about it, or someone is being forced to sell shares....
I don't think there has been any distribution and I agree with your NAV analysis. I suspect the drop today is becuase the n-30d filed yesterday indicates...
Thanks Ron, I had missed that in the filing! I had been told earlier in the week by the trustee when I got my cash balance that they were thinking March...
Have all closing expenses been accounted for yet? Won't there be a few last minute charges that reduce the NAV before the final distribution? ... asset ... ...
Good catch on the tax footnote. Not sure if my analysis is correct here, but it looks like the current prediction is 3 more cents added to NAV as a result....
There is always that risk, but the accountants should have required them to recognize all related liquidation expenses once the vote occurred. That doesn't...
Having only just returned from a 2 moth vacation, I am playing catch- up, and wondered if MVC because of the recent overthrow and large amount of cash might be...
Having only just returned from a 2 moth vacation, I am playing catch- up, and wondered if MVC because of the recent overthrow and large amount of cash might be...
Lenny, not sure on Millenium risk but I'm very concerned the new managers will find that the nav is significantly overstated and that the purported 20+%...
It looks to me like MVC marked down a lot of their stuff last year, and they still have a lot of cash, which hopefully can not be marked down. Nevertheless,...
Lenny, you are right, but I'm still a doubting Thomas. In addition, if I was the new manager I would want to get my marks as low as possible so that going...
ron, I was just coming on to make a similar post. I'm a little perplexed as to the slowdown in raising cash. They have been pretty steady the past few weeks...
Guy connected to MVC indicates one of their first efforts will be to review asset valuations according to hedgeworld article. Also suggests they want to do a...
The following is only my opinion on the points you raised and I could be wrong on any or all of them, but the downside of being wrong isn't too great. ...
Any thoughts on timing and outcome? We expect an ETF decision, wondering if they won't just merge with the Morgan Stanley version. Figure it needs to occur by...
Interval funds are a fine way for institutional holders to maximize their returns on a CEF. As in MXF personal holders who do not sell when the first large...
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