Ann: NTA Estimate - 15 April 2021, page-3

I hear your concerns but I'm a happy holder and accumulating low 70c.

Great portfolio of small/micro cap and it does take a bit of effort to guess their top holdings based on their monthly reports.

This is the list of companies I'm guessing are their top 10:
- Adairs
- Eagle Mountain Mining (great performer of late)
- Frontier digital
- Healthia
- Lovisa
- Pacific Smiles
- Redbubble (let's not mention it)
- Resimac
- Sequoia Financial (great performance lately)
- Viva Leisure

I've also seen Dicker Data & EML Payments make their list.

We will eventually close the gap to NTA ($1.05)