WAM 0.69% $1.43 wam capital limited

Ann: February 2022 Investment Update, page-20

  1. 4,802 Posts.
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    WAM SP currently close to 30% premium to NTA. Even Geoff likes buying a dollar for 80 cents. There’s a lot of optimism built into the SP and it’s only a guess whether the premium continues, or continues to the same %, or disappears altogether. Granted CDM has fallen further but it has a disc to NTA and admittedly CDM has a lot of catching up to do, but hopefully the lessons of the Melbourne IT debacle have been learnt and the results warrant an increased SP. Each to their own !
 
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