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.
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Last
$1.12 |
Change
-0.010(0.89%) |
Mkt cap ! $200.8M |
Open | High | Low | Value | Volume |
$1.13 | $1.14 | $1.12 | $189.7K | 168.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 9990 | $1.12 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.13 | 9158 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 9990 | 1.115 |
2 | 24500 | 1.110 |
1 | 40000 | 1.100 |
3 | 62931 | 1.095 |
6 | 68770 | 1.090 |
Price($) | Vol. | No. |
---|---|---|
1.130 | 9158 | 2 |
1.135 | 36250 | 3 |
1.140 | 134453 | 8 |
1.150 | 67005 | 7 |
1.160 | 55010 | 4 |
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