CHL 1.24% $1.23 camplify holdings limited

Ann: Ceasing to be a substantial holder, page-4

  1. 72 Posts.
    lightbulb Created with Sketch. 62
    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.

 
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