I think this is a very attractive buy currently. 17% discount to underlying assets. If the performance of the conference portfolio can start moving up, I think it will start to look attractive as they mangers selections look to be much more in-line with current economic conditions. It's a massive failure that the managers didn't see rising inflation and interest rates coming in 2022 and the portfolio was Tech heavy. Much more comfortable with this allocation to value stocks. I think the gap closes between NTA and Share price and we see a strong move in the share price in the next 3 months. Think we get closer to 5%-10% gap. Free money currently. DYOR
Ann: HM1 2022/2023 Conference Portfolio, page-3
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Last
$2.60 |
Change
-0.020(0.76%) |
Mkt cap ! $595.3M | |||
| Open | High | Low | Value | Volume |
| $2.60 | $2.62 | $2.60 | $417.8K | 160.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 15317 | $2.60 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.62 | 66504 | 5 |
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| Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
| HM1 (ASX) Chart |