hi,
i think there is an opportunity with agf around current levels for people wanting exposure to a listed investment company at a discount to its NTA.
i made some good dollars with ARG, and i think AGF is one that is miss understood by many.
i am not having a massive stake in AGF, but i think that at 80 cents, there is 20% at least upside in this.
Investors are paying 20% premiums to invest in chinese shares, and AGF is trading at a 20% discount to its NTA.
So you could argue that AGF is under valued by 40% in total.
i think theres upside...
anyone else agree???
hi,i think there is an opportunity with agf around current...
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