MVT
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0.00% 16.0¢ mercantile investment company ltd

portfolio up 14% since june 30, page-2

  1. nicleeson
    2,306 Posts.
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    06/09/12
    15:18
    Post #: 10681006
    Yes INA trading strongly, TCQ reported ok. Glad now to have been able to get a bit of a holding recently around 8 cents. NTA should be above 9 cents and heading up with the guys building up a pretty good track record now. Like the way they go about investing, lots of NTA plays, capital return arbitrage plays. Similar style to some of the Geoff Wilson strategies that have done well.
    MVT Price at posting: 8.1¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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