Been reading through the latest RNI statements. The underlying portfolio value is there, you're basically g…by @thuli_dd on $RNI

Been reading through the latest RNI statements. The underlying portfolio value is there, you're basically getting a bundle of decent quality financial services assets at a discount to NAV. Management hasn't been flashy but the capital allocation into those African plays has quietly added real optionality over the last few years. Question is whether the market ever reprices this thing or we're just collecting dividends waiting for a catalyst.