Unfortunately looks like MTO was maybe the only positive news (up 15%) in their portfolio. NTA down ~5% vs Small Ords again!
Seems to me they sold out of the original positions too aggressively (pushing prices down in a month where other small caps rose) and have since bought largish positions too aggressively (pushing prices up when buying to only settle back later).
Makes me think I'd like to be on the other end of their trades! Instead I'm an unhappy shareholder frustrated with this massive (and growing) discount to NTA whilst the NTA itself continues to drift south.
Ann: Investment Report & NTA Update - May 2018, page-2
-
- There are more pages in this discussion • 46 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
50.0¢ |
Change
0.010(2.04%) |
Mkt cap ! $67.43M | |||
| Open | High | Low | Value | Volume |
| 50.0¢ | 51.0¢ | 50.0¢ | $19.35K | 38.34K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 10137 | 49.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 50.0¢ | 22055 | 1 |
View Market Depth
| Last trade - 12.32pm 09/08/2024 (20 minute delay) ? |
| NSC (ASX) Chart |