I don't think Sandon's investment ability is judged on whether the market places their shares at a discount to NTA. The performance has been 12% in a flat market the first year of listing. 5 years they ran at above 14% pa whilst generally running high cash balances and investing in low beta low risk situations.
There is certainly risks that they underestimate wind up costs, but I still believe they have achieved solid performance figures whilst placing a major focus on situations like these.
- Forums
- ASX - By Stock
- CHZ
- Ann: Company Update
Ann: Company Update, page-6
-
- There are more pages in this discussion • 13 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CHZ (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online