Thanks to the SNC profit takers SNC for providing even better value now from what I can see. SNC Share Price .695 Latest SNC NTA .8371 Discount to latest SNC NTA 20.4%
For those interested Spectra was up 10.25% overnight. ( As at 31st March Spectra represented 10.2% of the SNC portfolio as per the portfolio snapshot issued in March) Price of Spectra as at 31st Aug was 132.50 Price of Spectra as at 14th Sept was 177.50 an increase of 33.9% surely this must flow through to the NTA if conditions do not change.
DYOR
SNC Price at posting:
69.5¢ Sentiment: Buy Disclosure: Held