CDM cadence capital limited

Ann: Investment Update and NTA July 2024, page-2

  1. 34 Posts.
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    Bit of a sleeper announcement. I do wish they would talk their books a little more, I believe they lag that information by three months anyway. Am I correct that's nearly 40% cash ? We've seen good performance in the past, and I don't mind them holding large amounts of cash. Proof will be in the pudding come rebound time. I worry the SP will take a massive tumble should CDM underdeliver on the dividend
 
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