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clock Created with Sketch. 14/10/21
13:51
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Originally posted by valuefinder4545:
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I have sold today after ex div date due to what I think is way to big a gap b/w NTA of portfolio/fund and price. At august 31 NTA was approx. 1.65 and it's is likely that the portfolio has reduced by a few percent to end of Sept 2021 and then when you add in ex dividend of .8c , I wouldn't be surprised to find NTA of around $1.5-1.55 . Assessing this against current share price of just above $2, it seems crazy for me (i.e just my opinion ) to hold at such a premium ( after assessing the top 20 disclosed which I felt didn't deserve a 30%+ premium ).
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September update in - NTA up. Still a decent gap but upward performance continues. Wouldn't be too concerned.
(20min delay)