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72.5¢ cadence capital limited

Yes, I get the theory and maths etc.Don't forget the divi and fc...

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RnR

45 Posts.

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23/09/21

15:28

Post #: 56299600
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Originally posted by peejay2: ↑

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….

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Yes, I get the theory and maths etc.
Don't forget the divi and fc as well.
Lets see what happens.
Good luck!

CDM Price at posting: $1.13 Sentiment: Sell Disclosure: Not Held
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(20min delay)
Last 72.5¢		Change 0.000(0.00%)		Mkt cap ! $216.7M

Open	High	Low	Value	Volume
73.0¢	73.0¢	72.5¢	$87.17K	119.9K

Buyers (Bids)

No.	Vol.	Price($)
6	188259	72.5¢

Sellers (Offers)

Price($)	Vol.	No.
73.0¢	53211	3

View Market Depth

No.	Vol.	Price($)
6	188259	0.725
5	55126	0.720
2	13871	0.715
4	39409	0.710
1	50000	0.705

Price($)	Vol.	No.
0.730	53211	3
0.735	30593	2
0.740	293747	10
0.745	156898	4
0.750	159400	7

Last trade - 16.10pm 13/06/2024 (20 minute delay)


Last 73.0¢			Change 0.000 ( 0.34 %)
Open	High		Low	Volume
72.5¢	73.0¢		72.5¢	38617
Last updated 14.01pm 13/06/2024 ?

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