Ann: Half Year Webcast December 2018, page-10

@andros62,  I am in the same boat as you and suffering significant losses.  Whilst speculate may be correct, as an existing holder, one has to draw a line in the sand and argue just how much cash or weighting you want to throw at one stock.  If CDM rises and one had bought extra units, then one would gain on the increase in the extra units, but the overall % increase on the entire holding would be minimal.
The opportunity may be there,  the discount to NTA may be there, the reasons for the fall in SP may be there but at this stage, enough of my investment is there....... and probably no more.
interesting that Karl said that money from the Opportunities Fund had been deployed...when I thought the float had been deferred ????