SNC 2.74% 75.0¢ sandon capital investments limited

Mixing bowl, page-53

  1. 358 Posts.
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    They have been a bit quiet on Spectra in past 6 months (was a star in 2020). Perhaps they are natually more coy around flat/declining parts of portfolio. Still an interesting business though - and given it's relative obscruity (international holding, and small cap) - I'd like to see some further communication around it.

    Fleetwood postion has grown to #1 holding I expect. FY21 results looked good, strong divvy, and outlook. (Post H1 which is disrupted).

 
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