"Our portfolio positioning reflects this bias, with our median portfolio long position now trading on only 9.7x FY23 P/E"
There is a good reason why some stocks have a low P/E - the market thinks that they are underperforming. So it isn't really a big surprise that every few days one or other of the stocks in LSF's published portfolio takes a nosedive. Two days ago it was SBM, today it was SFR.
Just have to hope that some of LSF's invisible shorts are doing the same thing.
Meanwhile, the NTA-SP discount is at 10% again.
"Our portfolio positioning reflects this bias, with our median...
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Last
$3.13 |
Change
0.030(0.97%) |
Mkt cap ! $1.948B | |||
| Open | High | Low | Value | Volume |
| $3.12 | $3.13 | $3.09 | $1.139M | 366.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 12616 | $3.10 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.13 | 29873 | 3 |
View Market Depth
| Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
| LSF (ASX) Chart |