Like I said, if you exclude the entire holding of TMC WHICH INCLUDES THE ORIGINAL COST OF Deep Green, the NTA of the remaining CDM portfolio is still approx $1.17-18. What I am trying to say if you took out the holding costs of $1.38 or $6m of Deep Green and look at the remainder of the CDM portfolio in a watchlist, you will see that the remainder of the PF is going well and the NTA would still be approx $1.17. Will the CDM SP hold if TMC sinks ? Who knows… but during the COVID crisis in 2020, the SP of CDM was less than the cash they had in the bank ! don’t take this personally but to muck up a saying “it’s the market stupid !” Anything can and probably will happen ! It’s when you see misplaced opportunities like this, that leaves opportunities for canny investors ! Personally I think TMC will settle down and find a floor price of ? amount. This will allow CDM to look at what % of the PF it is likely to be and work out if it’s worth hiving it off. I’m more worried about how the remaining 82% of the PF is going (well at the moment).
@RnR….
- Forums
- ASX - By Stock
- Ann: Investor Presentation September 2021
Like I said, if you exclude the entire holding of TMC WHICH...
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CDM (ASX) to my watchlist
|
|||||
Last
72.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $214.6M |
Open | High | Low | Value | Volume |
72.0¢ | 72.0¢ | 71.0¢ | $88.90K | 124.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 17034 | 71.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
72.0¢ | 28095 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 17034 | 0.710 |
10 | 194429 | 0.705 |
10 | 173062 | 0.700 |
1 | 10000 | 0.695 |
6 | 24326 | 0.690 |
Price($) | Vol. | No. |
---|---|---|
0.720 | 28095 | 2 |
0.725 | 53000 | 2 |
0.730 | 86338 | 5 |
0.735 | 48581 | 3 |
0.740 | 194965 | 4 |
Last trade - 15.28pm 22/07/2024 (20 minute delay) ? |
Featured News
CDM (ASX) Chart |