CLT 0.00% 2.6¢ cellnet group limited

Unfortunately I don't think I swung hard enough, CLT is ~6% of...

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  1. 1,791 Posts.
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    Unfortunately I don't think I swung hard enough, CLT is ~6% of my NAV at the moment.

    I'm not usually a purchaser of distribution businesses, as you know.

    Regardless, 12 months ago I would have allocated maybe ~10-20% of the portfolio but I'm still in a conservative posture after the scarring from 2020.

    Give me some time to recover please
 
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