FPC fat prophets global contrarian fund ltd

Of the Top 10 holdings since February 28...Walt Disney down...

  1. 89 Posts.
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    Of the Top 10 holdings since February 28...

    Walt Disney down 10.3%
    Ali Baba down 4.4%
    Collins Food down 25.5%
    Evolution down 3.2%
    Vameck Junior Gold Miners down 7.2%
    Silver ETF up 5.2%
    Meituan down 8.2%
    Yum China down 4.6%
    St Barbara down 14.9%
    Sony down 11.0%

    Down an average of 8.4%

    The FPC share price is down 13.8%.

    Meanwhile the ASX200 is down 17.7% in that same timeframe. Doesn't seem too bad until you remember FPC missed out on all the gains of the market in the last 3 years.

    It would suggest the discount to NTA is again widening, despite management buying millions of shares and paying out the first ever dividend (a long time later than they said they would).

    Angus Geddes, Michael Gallagher and Katrina Vanstone. Save face and wind up the fund now.

 
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(20min delay)
Last
$1.06
Change
-0.040(3.65%)
Mkt cap ! $29.24M
Open High Low Value Volume
$1.06 $1.06 $1.06 $10.60K 10.00K

Buyers (Bids)

No. Vol. Price($)
1 1 $1.09
 

Sellers (Offers)

Price($) Vol. No.
$1.10 25840 3
View Market Depth
Last trade - 11.25am 16/06/2025 (20 minute delay) ?
FPC (ASX) Chart
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