Uber
your initial post very much read like you sold post announcement
As for the fund performance. -7% underperformance over 3 years is terrible as is -15% over 1 year
not saying they are good or bad but that performance suggests they are getting more wrong than right over last few years .
anyway - not an issue for me - I guess when you hold so much if you want to get out you need to do it off positive momentum where there is good buyer demand.
for me this company is executing well. It doesn’t matter whether Castle are selling down partially or completely. If anything their selling distorts what the market may be wanting to value Boom at . They may have sold a few more today.
I believe the positive news flow will continue and they will provided with ample opportunity to exit relatively Quickly . Then we should see the rerate
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1 | 19317 | 0.100 |
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