XSO s&p/asx small ordinaries

The Brains Trust, page-1705

  1. 16,819 Posts.
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    That's the way I've always seen it with CZI Barrel ,a bit of a no brainer on their current capitalisation.

    I'm not a massive fan of the stock but I still think it's cheap ,easy to get out ,some problem with the locale ,but nothing substantial.

    It's now suffering the tall poppy ,you need more syndrome . I think all the points NL makes are valid on the face of it ,but I never really expected anything different from what's happened to date.

    What's changed is the market and the behaviour of some previously watertight holders
 
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