The only information I have to go on is from January. Geoff has been talking about selling off shares for a while and was holding c. 20% in cash if memory serves me right. My calcs are only based on top 20 holdings in January so outdated and no cash accounted for so it should be over this amount I've worked out.
Anyway, current NTA should be 107-110c by my calcs unless the team got in early and sold. Let's hope they did.
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Ann: January 2020 Investment Update, page-8
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Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
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No. | Vol. | Price($) |
---|---|---|
2 | 10689 | $1.45 |
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Price($) | Vol. | No. |
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$1.37 | 1999 | 2 |
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No. | Vol. | Price($) |
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2 | 23471 | 1.440 |
1 | 696 | 1.435 |
6 | 59470 | 1.430 |
1 | 10000 | 1.425 |
4 | 17224 | 1.420 |
Price($) | Vol. | No. |
---|---|---|
1.455 | 13910 | 1 |
1.460 | 14820 | 3 |
1.465 | 325879 | 4 |
1.475 | 78487 | 3 |
1.480 | 29500 | 1 |
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