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SENASTE
Despite a decision to refinance existing bonds, we believe VNV’s focus remains on closing the Gett transaction successfully and on further asset sales. With improved liquidity headroom, we think VNV can be more selective with price, increasing the likelihood of exits at/near NAV. The shares trade on a discount to NAV of 60%, which we view as excessive, and anticipate further asset sales in H2, which would crystallise the value within the portfolio.
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