Spot on about First Sentier exiting funds but was unsure whether CHL was in any of the affected funds. Looks as though Perennial Microcap fund has picked up this position - now hold 11.5% almost of CHL and rough calcs this holding would be around 7.4% of the Perennial Microcap Fund - a high conviction position to say the least.
I have modelled projections on the business which I'll try and share in due course. Have modelled until 2028FY. I just need to update it for the $3-$4m expected drop in revenue for 24FY from the Paulcamper issues.
CHL Price at posting:
$1.32 Sentiment: Buy Disclosure: Held
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