I hardly think Glennon is a no name advisor he is a specific targeted small cap investor who has over a decade history. Investing in bank stocks with the push politically and the possible downgrade of Australia rating ... I would sell my shares if that was done as well..
I did not see the unlisted trusts. I dont know where you get that from. Its my understanding that they are seeking to invest for the longer term and may well invest in unlisted entities. I dont like that but would be happy if they were building a portfolio of shares to compliment the one business they own.
Or best choice pay out all the fully franked dividends you can and let someone else reverse into it ...
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