I agree that the current portfolio looks pretty good & the overweight in gold is flying. I don’t know why people buy in at lic ipo’s, the chances are they’ll drop around 10% from NTA (which is inevitably less than original investment anyway) allocate the funds too quickly so underperform & then get a bigger discount which panics investors who sell & pressures the managers who do buy backs & change mandates. Better to wait for a couple of years when things have played out & buy at a big discount. Now is the best time to buy on a risk reward basis.
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Last
$1.18 |
Change
0.030(2.61%) |
Mkt cap ! $32.71M | |||
| Open | High | Low | Value | Volume |
| $1.15 | $1.18 | $1.15 | $30.38K | 26.16K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 38500 | $1.16 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.18 | 19300 | 1 |
View Market Depth
| Last trade - 15.36pm 25/07/2025 (20 minute delay) ? |
| FPC (ASX) Chart |