WAM 0.34% $1.50 wam capital limited

****************** WAM Capital - Wilson Asset Management (WAM Chart) **************, page-20

  1. 6,585 Posts.
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    NTA likely to have dropped 3 to 4c this month.
    WAM's performance over the past few years would make maintaining a premium for the SP over the NTA a bit harder.
    Still 6 or 7 percent.
    The worry is that it will go back to par [ late 1.40's] until they can demonstrate that the dividends are sustainable without eating into the NTA.

    I think that other Wilson funds probably look better value at present if you have to have your Wilson fix, but at this price, better value than it often is.
 
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