Ann: NTA & Portfolio Update - April 2024, page-37

@vivRookie. Why do you even care? You don't own any NCC shares anyway. But here are some extra facts for those who do.
COG - NAOS sold 50% of their holding in this company last month at what is probably a substantial capital loss. The SP just hit a new 3 year low of $0.975.
BRI - The SP recently pulled back close to 3 year lows of around $1.35. But now trading at $1.45.
SND - The SP has recently pulled back close to 3 year lows of around $0.82. But now trading at $0.84.

Will be interesting to see the official performance figures for August. They will be back with a solid minus at the front of them.
BTW. If you care to read the annual report (which both @EarlyRetiree and myself have done) you will see that NAOS have increased the combined valuation of their two unlisted assets by 37.5%. They offer no solid financial basis for the increase in the report. I would be careful who you call ignorant.