I hear your concerns but I'm a happy holder and accumulating low 70c.
Great portfolio of small/micro cap and it does take a bit of effort to guess their top holdings based on their monthly reports.
This is the list of companies I'm guessing are their top 10: - Adairs - Eagle Mountain Mining (great performer of late) - Frontier digital - Healthia - Lovisa - Pacific Smiles - Redbubble (let's not mention it) - Resimac - Sequoia Financial (great performance lately) - Viva Leisure
I've also seen Dicker Data & EML Payments make their list.
We will eventually close the gap to NTA ($1.05)
GC1 Price at posting:
76.0¢ Sentiment: Buy Disclosure: Held
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based on their monthly reports.
(20min delay)