ALF has been well below 20% I think 37% odd discount was about the peak.
I was looking at an overseas one the other day Pereshing Square which is a well known manager at 25% discount.
I understand the point you are making, but it will take time to repair and in the mean time a short spike to an even bigger discount is not out of the question given all the disgruntled ex-Contango holders still on the register (who can't believe the new manager is performing worse!).
Lots of things factor in, But some sustained Outperformance from Naos is needed to create the catalyst to narrow the discount from here.
ALF has been well below 20% I think 37% odd discount was about...
-
- There are more pages in this discussion • 38 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 NSC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
47.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $63.38M | |||
| Open | High | Low | Value | Volume |
| 47.5¢ | 47.5¢ | 47.0¢ | $70.03K | 147.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 75852 | 47.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 48.0¢ | 105210 | 2 |
View Market Depth
| Last trade - 15.44pm 13/09/2024 (20 minute delay) ? |
| NSC (ASX) Chart |