RIP Mondrian’s ‘deep value’ department.
From memory their average started out around $11.65/sh (they went substantial literally days before the Macquarie downgrade), and then they doubled down bringing their average to 10.68/sh at 7.3% holding. They later got as high as 9.4% in late June 2022 so I assume they got the average cost price to somewhere around $9.00/sh.
Quite amazing they’ve waited until now to sell it at a ~$2.50 handle, they had invested over $100M of client funds into this thing. I wonder if someone has lost their job over this. Shocker.
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1.11%
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89.0¢

Ann: Change in substantial holding, page-2
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Last
89.0¢ |
Change
-0.010(1.11%) |
Mkt cap ! $235.7M |
Open | High | Low | Value | Volume |
88.5¢ | 90.0¢ | 87.5¢ | $1.990M | 2.239M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 58265 | 88.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
89.0¢ | 18595 | 6 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 22041 | 0.885 |
33 | 205911 | 0.880 |
17 | 131141 | 0.875 |
31 | 337293 | 0.870 |
12 | 634322 | 0.865 |
Price($) | Vol. | No. |
---|---|---|
0.890 | 51968 | 9 |
0.895 | 127748 | 9 |
0.900 | 231561 | 15 |
0.905 | 104972 | 4 |
0.910 | 35505 | 7 |
Last trade - 10.58am 01/08/2025 (20 minute delay) ? |
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APX (ASX) Chart |