GC1 glennon small companies limited

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

  1. 240 Posts.
    lightbulb Created with Sketch. 20
    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)
 
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