The more i think about it, COL seems like a great way of protecting our current holdings whilst granting potential added value with minimal risk.
If CHP made investments into other companies directly that turn south it can easily lead to a destruction in shareholder value in digital 4ge/RFN/VAMP and DSM. CHP having a very centralised and select proportion of holdings gives it a greater chance of outperformance (albeit of course with higher risk). I still personally see our holding of d4ge as our greatest asset so don't have qualms if it remains the central holding (proportion wise) of CHP.
CHP Price at posting:
0.4¢ Sentiment: Buy Disclosure: Held