Hi Damon,
You are right, that would be helpful - and no they do not post this.
They only post the NTA based on the portfolio, not the 'look through' NTA at a individual stock level.
If they really are sticking to their guns, and buying $1 for 80cents, then they should be around $1.45 - $1.60 per share. Though I do not get the sense that the discount to NTA is anywhere near that large on their LIC portfolio.
I would prefer that manager sold off their holdings in other Wilson LIC's (WAM etc) as some of the LIC portfolio has been subject to merger/takeover from the larger listed Wilson LIC's. Whilst that was a good outcome for shareholders, it would be preferable for WAR to liquidate the postions on these events, rather than holding large chunks of related entities (most trading at a premium to NTA).
I've posted some upbeat comments on WAR in the past - but I've cooled off considerably.
Perhaps WAR would have done well 2-3 years ago as Lic's were on the nose, but market is starting to look different now.
- Forums
- ASX - By Stock
- WAR
- Ann: December 2021 Investment Update
Ann: December 2021 Investment Update, page-4
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add WAR (ASX) to my watchlist
|
|||||
Last
$1.16 |
Change
-0.005(0.43%) |
Mkt cap ! $208.0M |
Open | High | Low | Value | Volume |
$1.16 | $1.16 | $1.15 | $63.59K | 54.99K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 32608 | $1.16 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.16 | 22303 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 32608 | 1.155 |
4 | 31118 | 1.150 |
4 | 22127 | 1.145 |
4 | 45507 | 1.140 |
3 | 25500 | 1.135 |
Price($) | Vol. | No. |
---|---|---|
1.160 | 22303 | 2 |
1.165 | 31612 | 2 |
1.170 | 35519 | 4 |
1.175 | 2 | 1 |
1.180 | 82070 | 4 |
Last trade - 13.01pm 06/09/2024 (20 minute delay) ? |
Featured News
WAR (ASX) Chart |