Is anyone concerned by the change in narrative from this in Feb
"On the whole our fund managers remain comfortable with our investment holdings despite the recent market movements."
To this in April
"We are not happy with the current risk correlations in the portfolio, and we are in the process of making changes to our Conference Portfolio fund manager and stock selection process."
It's like the portfolio was high conviction until the share price fell than they weren't so convinced
Not sure it's great to change strategy based on a falling share price - if they are anything like me they will be getting out at the bottom
PS I bought some anyway as I think it's value here
Is anyone concerned by the change in narrative from this in...
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Last
$2.59 |
Change
-0.010(0.38%) |
Mkt cap ! $593.0M | |||
| Open | High | Low | Value | Volume |
| $2.58 | $2.60 | $2.58 | $497.2K | 191.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 4331 | $2.59 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.61 | 21690 | 5 |
View Market Depth
| Last trade - 15.57pm 14/06/2024 (20 minute delay) ? |
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Last
$2.60 |
Change
-0.010 ( 0.77 %) |
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| Open | High | Low | Volume | ||
| $2.60 | $2.60 | $2.59 | 12182 | ||
| Last updated 15.54pm 14/06/2024 ? | |||||
| HM1 (ASX) Chart |