Looks compelling @neoteric, and I always like what @friendlydwarves and @madamswer have to say too.
Regarding their portfolio - anyone asked why they do this? perhaps there are a couple directors that are fond of fund picking?
Their loss (recently) making portfolio is only $4.4m, the rest is in ? cash and cash equivalents is that right? (NTA had aprox 70c as investment).
Relationship and cost of GC worried me before, but that's the past now.
I not aware of RM supposed rep except what's been posted.
And for the readers, does anyone (such as @madamswer have any thoughts on professional roll up listed called KPG? Sorry for posting in this thread.
Ann: Appendix 4D and Financial Reports to 31 December 2022, page-4
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