Is anyone concerned by the change in narrative from this in Feb
"On the whole our fund managers remain comfortable with our investment holdings despite the recent market movements."
To this in April
"We are not happy with the current risk correlations in the portfolio, and we are in the process of making changes to our Conference Portfolio fund manager and stock selection process."
It's like the portfolio was high conviction until the share price fell than they weren't so convinced
Not sure it's great to change strategy based on a falling share price - if they are anything like me they will be getting out at the bottom
PS I bought some anyway as I think it's value here
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13% SP-NTA discount, page-5
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Last
$2.68 |
Change
0.000(0.00%) |
Mkt cap ! $613.6M |
Open | High | Low | Value | Volume |
$2.68 | $2.69 | $2.67 | $211.4K | 78.73K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 13265 | $2.68 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.69 | 641 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 13265 | 2.680 |
1 | 9655 | 2.670 |
2 | 24027 | 2.660 |
1 | 15000 | 2.650 |
1 | 200 | 2.640 |
Price($) | Vol. | No. |
---|---|---|
2.690 | 641 | 1 |
2.700 | 62202 | 6 |
2.710 | 28221 | 3 |
2.740 | 15000 | 1 |
2.750 | 33510 | 4 |
Last trade - 16.10pm 14/08/2024 (20 minute delay) ? |
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HM1 (ASX) Chart |