(POSITION CLOSED) BOUGHT: DNA 3 Ltd –Airlines Recovery Play (13% - 38% implied return)
eddielloyd.substack.com
EDIT: position closed 16/01/2023 @57.535p, +72.2% total return, +75.5% annualised Disclosure: I hold a long position in DNA3. Preference shares over an airplane leasing SPV. Yes, I know what you’re probably thinking, but worthless junk bonds these are not. Assuming the latest aircraft valuation holds up (Mar 21), these preference shares have an
(POSITION CLOSED) BOUGHT: DNA 3 Ltd –Airlines Recovery Play (13% - 38% implied return)
(POSITION CLOSED) BOUGHT: DNA 3 Ltd –Airlines…
(POSITION CLOSED) BOUGHT: DNA 3 Ltd –Airlines Recovery Play (13% - 38% implied return)
EDIT: position closed 16/01/2023 @57.535p, +72.2% total return, +75.5% annualised Disclosure: I hold a long position in DNA3. Preference shares over an airplane leasing SPV. Yes, I know what you’re probably thinking, but worthless junk bonds these are not. Assuming the latest aircraft valuation holds up (Mar 21), these preference shares have an