I'd suggest that BTI's NTA will rise substantially as a result of SDR's share price surge which is their largest holding. I get the feeling that SDR's surge is in part due to Webjet's positive 1H 23 results so hopefully this is the start of a turn in sector sentiment.

I've been buying SDR under $3 and will continue to do so although I think it's unlikely to get down to these levels again....subject to the normal caveats of course.

The opportunity I see right now is in BTI which was trading at ~26% discount below NTA and that's prior to today's surge in SDR.

Anyway I've bought BTI again today and will probably add more while trading at such a discount.