CDM 0.00% 72.0¢ cadence capital limited

I suspect that TMC will fall back to about 5% of the portfolio...

  1. 725 Posts.
    lightbulb Created with Sketch. 45
    I suspect that TMC will fall back to about 5% of the portfolio at the end of 6 months. The value in the spin off will fall and Karl will see the light and manage it as part of a normal portfolio holding
 
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