How’s everyone feeling right now?
The back end of last year we were mostly saying we were expecting NAV/around 15p Q1 2026. NAV has now reduced and the price has also reduced and completely stagnated. We were expecting liberation labs to kick on but unfortunately that hasn’t happened. Obviously the world has had some unfortunate circumstances that haven’t helped us. Jim’s stated other things like CFG’s IPO in 2026 and waxing lyrical about them as a company and how big they could become. I believe we’ve also lost a couple of companies within the portfolio so I’m just curious
How’s everyone feeling?
I’ll admit personally I’ve been a bit negative in months because of frustration and the opportunity cost this is causing me. I’ve kinda lost trust a bit in Jim but I still think moving forward we could succeed although I’m not bullish anymore and I may even plan to reduce my holding.
I know we simply need some revenue to hopefully kick on and gain some market sentiment but I’m not sure where that revenue will be coming from.