Yes Mate, same here: impressed with the stock picks (Uniti, OceanGold, JLG & DickerData have been great performers)
But the monthly report is an absolute nightmare to decipher, as you said: the stock "reductions" perplex me at no end.
I'll email Michael as well and let's hope some better comms & visibility can close that gap to NTA.
Thanks for taking the time to reply, I just needed a sounding board and it sounds like you have the same reservations.
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Last
$2.39 |
Change
0.050(2.14%) |
Mkt cap ! $143.0M | |||
| Open | High | Low | Value | Volume |
| $2.37 | $2.42 | $2.31 | $209.2K | 87.76K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 613 | $2.35 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.41 | 6000 | 1 |
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| Last trade - 15.50pm 16/06/2025 (20 minute delay) ? |
| SEC (ASX) Chart |