NTA down a bit as expected given China and Japan.
Just checked the share prices of the top 10 since July 1 and its doing quite well (I estimate only 3 of 10 down - but don't take into account currency movements). PPS a rocket for the portfolio
Leverage almost nil now.
Discount to NTA seems well overdone.
Happy to hold/top up at these levels and I think that Angus and team are taking a logical approach in a difficult market.
Ann: Net Tangible Asset Backing - June 2018, page-2
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| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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