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details on why i'm negative on ppx, page-22

  1. marginplayer
    303 Posts.
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    17/12/11
    13:36
    Post #: 9454082
    Re - Orbis Opportunity fund.

    They list holdings of greater than 1%. PXUPA is not listed. Size of fund = $10.7m, meaning they have invested less than $100K in PXUPA. Given the size of Orbis a holding of this size is hardly significant.
    SRS Price at posting: 8.7¢ Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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