MCE 0.00% 35.5¢ matrix composites & engineering limited

Ann: Change in substantial holding, page-2

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  1. 1,068 Posts.
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    I may be talking to myself on this thread, but i take heart in seeing that Steve Johnson's Forager has just taken an additional 3m units in MCE. The comings are goings of substantial shareholders isn't something i ordinarily pay a lot of attention to, but i have a lot of time and respect for Steve Johnson and am a (very happy) long-term holder in his fund (which was recently listed). Steve and his team have made some excellent deep-value calls especially in the mining / resource space over the last few years - i suspect he senses a similar opportunity with MCE.
 
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