CLT
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0.00% 2.6¢ cellnet group limited

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

  1. zhanginu
    1,787 Posts.
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    04/01/21
    19:54
    Post #: 49937241
    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
    CLT Price at posting: 8.9¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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