I've been a long-term holder of NMT and have been impressed in recent years by the diligent allocation of capital to the strategy. NMT have proven the last two years I think an ability to execute on their intent. They have demerged their Mt Edwards holding in the last few days (see below) and I now find myself holding approx 20000 shares of WIN with rights to about the same at $0.20. Wondering if anyone has had a chance to look at Mt Edwards/WIN in any detail?