Speaking of selling GQG, It surprises me that the have gone down the debt route.
Given GQG makes up ~half the portfolio, I think I would have preferred to see them raise some cash by divesting some of their position. Or at least a combo of partial GQG sale + debt. (perhaps they want to buy something asap and don't want to sell GQG into poor liquidity)
I'm sure they wouldn't want to sell GQG currently as the SP is off a fair way, but now that GQG is listed they have no real edge there. All the Aussie fund mangers and Instos will have looked at and run the ruler over GQG by now and the Share price it trades at reflects that and will continue to reflect that going forward.
Interested in any thoughts you have?
Cheers
Ann: US$50M Funding Facility for Growth, page-6
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$10.70 |
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Mkt cap ! $558.5M | |||
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| 1 | 1115 | $10.70 |
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| Price($) | Vol. | No. |
|---|---|---|
| $10.79 | 80 | 1 |
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