I'm out as of today, I trimmed my portfolio from 12 to 7 companies and CGF I only ever put 1/3 allocation of capital to, I know it's excellent value here and may re-enter but I just don't understand it enough or have enough conviction in it so am focusing on the holdings I believe I understand much better and have that long-term conviction.
I've been in and out of this one and never entirely comfortable holding long-term so it's best I just don't until I haven't got that level of discomfort.
Very much appreciated everyone's thoughts and contributions, I may jump back in from time to time but this just never was a core holding.
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- Why I’ve changed my mind on CGF, and some thoughts on sell discipline
Why I’ve changed my mind on CGF, and some thoughts on sell discipline, page-39
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Last
$6.37 |
Change
0.150(2.41%) |
Mkt cap ! $4.402B |
Open | High | Low | Value | Volume |
$6.25 | $6.43 | $6.22 | $26.64M | 4.198M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 880 | $6.35 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.37 | 999 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 65 | 6.280 |
2 | 3903 | 6.240 |
1 | 2400 | 6.230 |
2 | 10266 | 6.220 |
2 | 8048 | 6.200 |
Price($) | Vol. | No. |
---|---|---|
6.400 | 21000 | 2 |
6.470 | 267 | 1 |
6.490 | 1000 | 1 |
6.500 | 3979 | 3 |
6.520 | 9693 | 2 |
Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
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CGF (ASX) Chart |
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Simon Kidston, Non--Executive Director
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