'A Prelude to a 10 bagger'

I agree with all the positive comments. What is needed (apart from the NAV going up, obviously) is for market sentiment to change. There is still much wariness about tech stocks at the moment. Even though PDT is not dot.com orientated and largely invested in sensible hardware and software companies etc. it still gets tarred with the same brush. I like that approach BTW. Invest in the companies that make the tools, not those that have to pay for the actual capital intensive infrastructure ...

IMHO the tech bull is coming back, and maybe even stronger than before, but this time hopefully without as much of the bubbly aspects. There is so much going on out there it's unbelievable.

As has been said, patience is key :)

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BTW, speaking of NAVs, did anyone notice how PEQ received a c.30p (25%) NAV uplift from a single IPO of one of its portfolio companies? It impressed me so much I bought the company! Well a few shares anyway ... ;)

I can imagine the same thing happening here.

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All JMHO of course.