Yes Mate, same here: impressed with the stock picks (Uniti, OceanGold, JLG & DickerData have been great performers)
But the monthly report is an absolute nightmare to decipher, as you said: the stock "reductions" perplex me at no end.
I'll email Michael as well and let's hope some better comms & visibility can close that gap to NTA.
Thanks for taking the time to reply, I just needed a sounding board and it sounds like you have the same reservations.
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Last
$2.60 |
Change
0.080(3.17%) |
Mkt cap ! $155.5M | |||
| Open | High | Low | Value | Volume |
| $2.62 | $2.63 | $2.57 | $315.0K | 120.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 5085 | $2.53 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.60 | 7503 | 2 |
View Market Depth
| Last trade - 16.10pm 25/07/2025 (20 minute delay) ? |
| SEC (ASX) Chart |