Ganes capital have been long term holders of DMP and continue to have a pretty heroic position. The below is from their March newsletter, with the relative share price movement, DMP is at 7.7% of the portfolio as of the end of April.
I bought my first DMP shares this week at $66.50, representing only about 1.5% of my portfolio. Looking to have at least a 5% portfolio weight, I will add more on any further weakness.
DMP, just what is happening?, page-204
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Last
$35.27 |
Change
0.750(2.17%) |
Mkt cap ! $3.261B | |||
| Open | High | Low | Value | Volume |
| $34.25 | $35.27 | $34.22 | $16.17M | 461.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 600 | $35.02 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $35.27 | 8061 | 4 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| DMP (ASX) Chart |