NSC 1.19% 42.5¢ naos small cap opportunities company limited

contango capital partners whats their interest, page-16

  1. 496 Posts.
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    Durny

    >Did he comment on why the NTA announcement was tucked away in the App 3B? With the little interest shown in the stock since the finalisation of the Top Up facility one can only assume that a few people missed the $1.31 NTA?

    No

    The discussion was by email and only involved the confusion re cross linking interests and the Commsec Morningstar research.

    I am personally surprised at the current weakness in this stock given the large discount to NTA and sound assets. It certainly appears the decision to raise capital at 78c was a mistake. But hey, it give some like me to buy at a good price. I hope my judgement proves correct.
 
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