Personally, I don't feel we are over exposed to software, tech, health. These managers are all first class in the small-mid space, we would have no chance of getting access to them if it wasn't for the Cordish family in Baltimore.
These unlisted companies need to be valued, and they will be simple metrics like low multiples of earnings. There's no way audit firm, Deloitte, would accept stupid multiples, and they do see vals. I don't believe our managers want to carry investments at unnecessarily high values, unless it's marked by follow on. they are after the realised exit pop. Just IMO
Ann: Explanatory Memorandum, page-61
-
- There are more pages in this discussion • 16 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add CD3 (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$1.40 |
Change
0.040(2.94%) |
Mkt cap ! $100.8M | |||
| Open | High | Low | Value | Volume |
| $1.38 | $1.40 | $1.38 | $12.36K | 8.96K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 7139 | $1.38 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.39 | 1770 | 1 |
View Market Depth
| Last trade - 14.44pm 15/07/2024 (20 minute delay) ? |
| CD3 (ASX) Chart |