NSC 2.04% 50.0¢ naos small cap opportunities company limited

Ann: Investment Report & NTA Update - May 2018, page-12

  1. 226 Posts.
    lightbulb Created with Sketch. 12
    small resources and industrials performed similarly for the month. this underperformance has come from their industrials holdings... no excuses here.
    I noted their other fund NCC is buying more contango asset management CGA , this stock seems seriously over valued so brings Naos capability into serious question. should have sold NSC when I saw NCC acquiring CGA.



    DYOR
 
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Mkt cap ! $67.43M
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50.0¢ 51.0¢ 50.0¢ $19.35K 38.34K

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1 10137 49.0¢
 

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