NSC 1.15% 43.0¢ naos small cap opportunities company limited

Prediction and Suggestion to CTN Board, page-6

  1. 225 Posts.
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    I have now heard GW views on CTN and if i paraphrase they are:

    * investment is purely financial and they will seek to get out at NTA;
    * will not be involved in activism;
    * views NAOS as capable of closing NTA discount;
    * was apparently approached both by the previous board and "one of large shareholders";
    * not interested in taking over or managing part of CTN portfolio;

    i write this without reference to recent developments on Thursday/Friday, but just to provide feedback for the benefit of CTN holders, as some pieces of information alluded to in some threads here appear to be incorrect.

    vote NO

    .
 
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