NSC 1.19% 42.5¢ naos small cap opportunities company limited

No one has posted for 6 months or so, so I am checking if anyone...

  1. 152 Posts.
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    No one has posted for 6 months or so, so I am checking if anyone is watching, or has any thoughts. Seems to have a very good 6 months by NTA statement, but that was following 6 lousy months (net 12mo position 1.4% better than All ords - guess that is all gone is management fees).

    Stock still languishes well below NTA, indicating an ongoing high level of distrust in management. This was not helped by buy out of its manager (not an arms-length transaction) at well above market price if I recall (but below NTA).


    Perhaps the related party transactions and equity-raises at a discount days are now in the past and we are on the uphill from here?
 
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42.5¢
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42.0¢ 43.0¢ 42.0¢ $50.71K 119.2K

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43.0¢ 4725 1
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