PIC 0.83% $1.20 perpetual equity investment company limited

Ann: Investor Update Sessions, page-4

  1. 4,443 Posts.
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    Not sure why they need an investor presentation to show:

    "...how the investment portfolio is being constructed. As part of the presentation, representatives from the investment management team will profile some of the individual Australian and global securities currently being held in the portfolio."

    Just put it in the monthly report!

    I emailed them some time back to find out what investments they had made and how much was in cash, after a couple of emails back and forth I got nowhere so sold out at 0.99c, don't like their attitude, seems others don't either hence the BS presentations to placate the punters. I'll hang on to the options and see how the fund performs before deciding whether to exercise them or not.

    If you're not sure of this investment then FGX is looking pretty good IMO (I hold, makes up 10% of my share portfolio), good diversification, trading below NTA and a responsive manager in Wilson Asset Management, but as always DYOR.

    Also hold CTN and WAX.
    Last edited by ThereAbouts: 15/03/15
 
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