EDV had been well and truly listed prior to 30 July 2021 so if MLT has three per cent of its portfolio by value in WOW, one of the 55 companies omitted (i.e. 75 ASX-listed stocks held, but only 20 shown) will be EDV. The latter seems at present to be loved by 'Mr Market' despite lockdowns in the three eastern mainland states. Lots of liquor being purchased for home consumption.
It's great how MLT retains 2.9 per cent of the portfolio by value in high performing car retailer APE, and was wise to acquire a holding in JLG (1.4 per cent by value of MLT holdings), probably before the JLG share price really took off in the past few weeks.
Good for SOL once the Scheme is (hopefully) adopted.
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- Ann: NTA and Portfolio Report as at 30 July 2021
Ann: NTA and Portfolio Report as at 30 July 2021, page-2
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