spoke to CIO of Alan Gray . The stock was inherited years ago when they took over another fund . The holdings is less than 12 basis points of the fund and thus too small to allocate research time too.
the SP pressure is simply AG selling , and to offset this a number of new boutiques funds entering . This is one of these situations described in Seth klarmans book margin of safety where an insto exiting creates a big opportunity.
No doubt aVG currently trading at less than 25% of NTA presents massive margin of safety
- Forums
- ASX - By Stock
- AVG
- Ann: Retail Entitlement Offer Prospectus
Ann: Retail Entitlement Offer Prospectus, page-20
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AVG (ASX) to my watchlist
(20min delay)
|
|||||
Last
15.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $49.41M |
Open | High | Low | Value | Volume |
15.0¢ | 15.0¢ | 14.5¢ | $41.68K | 279.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
11 | 283269 | 14.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
15.5¢ | 75679 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
10 | 283122 | 0.145 |
7 | 134742 | 0.140 |
4 | 112414 | 0.135 |
3 | 58000 | 0.130 |
2 | 15330 | 0.120 |
Price($) | Vol. | No. |
---|---|---|
0.155 | 75679 | 2 |
0.160 | 75000 | 1 |
0.170 | 76652 | 4 |
0.175 | 102251 | 2 |
0.180 | 332142 | 4 |
Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
Featured News
AVG (ASX) Chart |