Thanks for the insight. Hopefully they understand a buy back is...

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23/10/16

22:07

Post #: 20064158
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Originally posted by nicleeson ↑

The KBC portfolio is probably having a good month also with MPO, PTB, MEL looking ok. So where could you be wrong? Well BEL is a reasonable comparison perhaps. For many years trades at a discount of NTA in the order of 35-40%. Bentley has a stranglehold on the register of KBC now so perhaps the new norm for Keybridge will be to always trade at a 40% discount to NTA?

I was a holder a while back when Wilson and Wylie had about a third of the company but when Wylie sold to Bentley it was disastrous for other shareholders. The style of management I suspect here will be to be remunerated handsomely for their unique expertise.

I wouldn't think they could fall below 11.5 in the short term but nothing is ever as it seems with some of the personalities involved here so I can't bring myself to buy in again. I actually really hope the smaller shareholders can do ok out of the situation somehow though.

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Thanks for the insight. Hopefully they understand a buy back is in their interests if they own so much stock. I actually bought in re new manager. As some of the past investments look poor with no real investment strategy IMO.

KBC Price at posting: 11.5¢ Sentiment: Buy Disclosure: Held
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