The current list of top investments continues to be of good quality stocks with most of them having a catalyst which has yet to emerge. Although the current SP is near the post tax NTA as stated it does not contain the probable 5x increase in the value of the large holding in Deep Green. This might be of some interest to the new fund being offered shortly by Geoff Wilson. Wam Strategic Value which is being set up to buy out LICS and listed REITs which are valued at severe discount to asset value. Regardless I can detect that Geoff also knows that this might also be a catalyst to create some action in what is currently mostly a lacklustre section of the index. Good move IMO.
CDM Price at posting:
$1.08 Sentiment: Hold Disclosure: Held
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