I've been investing in LIC sector for quite a while, and have recently taken a position in SB2.
This webinar from July 2024 was very helpful in that decision making process.
I see the positives as follows:
- The SP is still trading at a significant discount to pre-tax NTA (as noted) despite the recent run up from $0.73 to $0.81.
- Wilson Asset Management continue to increase their shareholding. Now almost 10% of the company.
- SB2 provides great exposure to 24 x quality emerging companies (listed), and exposure to 7 x unlisted companies which are being carried at original book value. Gregg was suggesting that a couple of these companies may IPO in 2025.
Ann: SB2 Investment Report & NTA Update, page-5
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Last
70.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $59.89M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 11126 | 69.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 70.5¢ | 59823 | 1 |
View Market Depth
| Last trade - 09.59am 07/08/2025 (20 minute delay) ? |
| SB2 (ASX) Chart |
Day chart unavailable