I'm out as of today, I trimmed my portfolio from 12 to 7 companies and CGF I only ever put 1/3 allocation of capital to, I know it's excellent value here and may re-enter but I just don't understand it enough or have enough conviction in it so am focusing on the holdings I believe I understand much better and have that long-term conviction.
I've been in and out of this one and never entirely comfortable holding long-term so it's best I just don't until I haven't got that level of discomfort.
Very much appreciated everyone's thoughts and contributions, I may jump back in from time to time but this just never was a core holding.
Why I’ve changed my mind on CGF, and some thoughts on sell discipline, page-39
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Last
$6.62 |
Change
-0.100(1.49%) |
Mkt cap ! $4.575B | |||
| Open | High | Low | Value | Volume |
| $6.70 | $6.73 | $6.62 | $5.318M | 799.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 20043 | $6.62 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.63 | 7876 | 2 |
View Market Depth
| Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
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Last
$6.64 |
Change
-0.100 ( 1.34 %) |
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| Open | High | Low | Volume | ||
| $6.71 | $6.71 | $6.63 | 188972 | ||
| Last updated 15.59pm 14/06/2024 ? | |||||
| CGF (ASX) Chart |