VNV reported solid Q3 figures, with NAV per share down slightly 2% q/q and the company entering a net cash position. The main fair value changes during the quarter came from BlaBlaCar (-8% q/q) and Voi (+7% q/q), with the latter marked up on the back of solid operational performance. The share price discount to Q3 NAV now lingers around 44% and has narrowed during the quarter from roughly 60%, a level seen over the past three years.
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