NSC 1.19% 42.5¢ naos small cap opportunities company limited

interest, page-6

  1. 4,783 Posts.
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    And Micros have been smashed compared to large cap stocks too. If they've held their nose above water that's okay...as long as we get the bounce in micro like we've all been waiting for

    With the franking, they have all those tax losses inside there CCQ they picked up. So if they pay less tax to the tax man, that's less franked divvie to pass on. But it means the NTA is going to be higher by x? cents per share, just not with a franked dividend. I'm not sure if that's neutral or a good thing.

    That was 40 odd million I read. Be curious to know how it impacts the NTA and franking.

    I'd love to put a buy on my sentiment, but I am nervous. All markets at record highs. If markets come off will micros be hammered too?

    The discount is wider than I'd prefer too. Somewhere between 10% and 15%. The Argo's and the like at at premiums, be nicer if they were closer to NTA. Acorns float sucked $50m out of the market for micro investing. How will that impact them?
 
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