Couldn't agree more. It seemed like a no brainer to me when they listed that they will be sitting at a 20% premium at some time in the next year, similar to WAM. Add the fact that the small ords have underperformed for the last 12 months and that an active manager of the quality of Wilson's can add real value in this space means I couldn't resist loading up around 20% of my portfolio in WMI. A relatively safe play for solid upside potential, imo.
WMI Price at posting:
$1.30 Sentiment: Buy Disclosure: Held
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