You could buy this portfolio yourself. With the fee structure here I would only buy with a 30% plus discount to NAV. The only real benefit here is if you see in the next few years a corporate event which will give us our cash back. Happy to sell at a 10% discount to NAV. Finally their stock picking has not been great. Alcoa for example has structural problems with the Chinese etc in their market. I have NGE and they have done so much better in this space they have identified the themes early and they justify their lower fee structure plus they have unused tax credits
Ann: Estimated Weekly NTA as of 19 January 2024, page-5
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Last
$1.48 |
Change
-0.050(3.27%) |
Mkt cap ! $116.6M | |||
| Open | High | Low | Value | Volume |
| $1.53 | $1.53 | $1.46 | $600.7K | 400.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2000 | $1.47 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.48 | 10021 | 1 |
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| Last trade - 16.10pm 28/07/2025 (20 minute delay) ? |
| TGF (ASX) Chart |