i have held it for a long time Paul Moore is not part of the herd. In my opinion you should go onto their web page and watch some of the video reviews they do. He and his team look mispriced but also longer term value. So they have hekd a strategic copper play for s long time - probably got in a bit early. They have done very well recently. They cover the global holdings for me - so they do valuations on banks and if memory serves came up with international banks that they felt were better value. This is now an expensive stock as slightly above NTA.
I hold becuase their style is perfect for my portfolio balance and construction. I am not a fan of LIC'S anymore so only hold WLE and PGF.
My decision to stay in is very different to buying in. Probably the only LIC that I would consider at Full NTA - just becuase of its international and local blend. I would not buy WLE if I sold there I would go to ETF or individual stocks. Maybe that is my best recommendation for PM and his team.
PGF Price at posting:
$1.64 Sentiment: None Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)