SNC 1.39% 73.0¢ sandon capital investments limited

Mixing bowl, page-115

  1. 6,410 Posts.
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    Well nearly a month since SNC's last update - from the last release Nov. 21st we can identify 55% of SNC's holdings at end Oct., from past reports we can add others to the list - has anyone tried to get a handle on the nett performance this month?

    It's a mixed bag from what I can see, a number of positives, others with yet to realise potential! - a few negatives ( not sure, if the market has these tagged properly for the longer term?) and some unknowns as we don't know how SNC may have played many of their holdings?, the larger exposure Holdings would probably require disclosure notices if SNC had made changes?

    Will be interesting get SNC's end Nov. NTA update in approx. a weeks time!


 
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