NSC 8.33% 52.0¢ naos small cap opportunities company limited

Its a similar story over at NCC which has basically...

  1. 270 Posts.
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    Its a similar story over at NCC which has basically under-performed everything over a 1yr, 2yr, and 5yr basis. >> i.e. the Small Ords Index and just about all small cap / micro cap LICs and fund managers. An example of their mis-judgement is selling Gentrack (GTK) in April and May 2023. The SP basically doubled over the next 10 months. I don't know how much they retain as a position because they don't disclose this information. Plus they sit on losing positions for soooooo long. (e.g. WNR and BTC). The trouble with this strategy I believe is that a couple of very poor investments can mask the good / acceptable performance of the whole portfolio. I'm about 33% under-water on my NCC investment. The NSC chart doesn't look much different. Sure.. the dividend yield looks attractive, but that's little comfort when you're also sitting on a 33% capital loss.
 
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Last
52.0¢
Change
0.040(8.33%)
Mkt cap ! $70.13M
Open High Low Value Volume
49.0¢ 52.0¢ 49.0¢ $155.0K 303.5K

Buyers (Bids)

No. Vol. Price($)
1 100000 51.0¢
 

Sellers (Offers)

Price($) Vol. No.
52.0¢ 5769 1
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Last trade - 14.23pm 02/09/2024 (20 minute delay) ?
NSC (ASX) Chart
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