@vivRookie. Can you please back up your opinion with some actual facts.
Why do you think this stock is oversold? Relative to what?
Why do you think this fund will eventually rebound?
There are already two examples of underlying companies in the portfolio that are arguably long term dogs (WNR, BTC) with very little hope of improvement.
The current valuation of the two unlisted companies is a mystery. Any trade sale or IPO is multiple years away.
What makes you think that BRI, COG, SND or BSA are going to improve in terms of their business performance?
For all we know the SP for these companies could also go no where for the next 5 years or more.
C'mon. Do some research.
COG - SP was $1.12 in 2009. Its gone nowhere for 15 years. Arguably a dog that jumps every now and then.
BRI - IPO price was $1.46 in 2017. It hit a 3-year low of $1.32 today. Revenues are completely at the mercy of the construction cycle.
SND - Has some hope.
BSA - SP has bounced around $1.00 for 22 years. The SP has hit some higher peaks, but just it hit an all time low of $0.34 in Oct 2022. SP has traded sideways since then. The Telco industry has changed a lot in the last 5 years since NBN. The only hope IMO is a takeover from another Telco provider.
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