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Would just add that I always thought THAL's strategy here slightly bizarre. Personally I prefer if management (in any company) focuses on operations and returns surplus capital to shareholders to redeploy as they see fit. And its doubly so when management are buying minority positions in another plc which said investors can access. Our founding shareholder has clearly been reading too much Warren Buffet 
. I guess it's all part of the "charm" of the very unique investment that is THAL. But couldn't agree more that we need to understand the vision here once the deal on the table (hopefully) closes. If the vision is to create an investment vehicle with random stakes that needs to be spelled out. Personally I would prefer a wind down...
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