2432: Mindflair - AI Portfolio, Debt-Free Balance Sheet — Why Is It Trading At A 72% NAV Discount?

The Vox Markets Podcast · Jun 30, 2026 · 7m

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Mindflair’s 2025 results show a company with growing exposure to AI-focused venture assets, recent cash realisations, no debt and a significant discount to reported NAV. The interview explores whether further portfolio progress, liquidity events and commercial traction can help close the valuation gap for shareholders.