I think this is a very attractive buy currently. 17% discount to underlying assets. If the performance of the conference portfolio can start moving up, I think it will start to look attractive as they mangers selections look to be much more in-line with current economic conditions. It's a massive failure that the managers didn't see rising inflation and interest rates coming in 2022 and the portfolio was Tech heavy. Much more comfortable with this allocation to value stocks. I think the gap closes between NTA and Share price and we see a strong move in the share price in the next 3 months. Think we get closer to 5%-10% gap. Free money currently. DYOR
Ann: HM1 2022/2023 Conference Portfolio, page-3
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Last
$2.61 |
Change
-0.020(0.76%) |
Mkt cap ! $597.6M | |||
| Open | High | Low | Value | Volume |
| $2.63 | $2.63 | $2.61 | $315.2K | 120.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1291 | $2.61 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.62 | 137867 | 1 |
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| Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
| HM1 (ASX) Chart |