SDI 2.43% $1.06 sdi limited

@Warrigals, I note that Celeste has been holding off on...

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  1. 7,936 Posts.
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    @Warrigals,

    I note that Celeste has been holding off on proportionally selling REH along with some of its other holdings during the fund drawdown this year.

    As such, I note that REH, while it has almost always been Celeste's largest holding, is now getting to be a really big position in recent months.

    REH as a % of Celeste's small cap fund:
    Jan 2016: 5.5%
    Feb 2016: 5.9%
    Mar 2016: 6.0%
    Apr 2016: 6.5%
    May 2016: 8.0%
    June 2016: 8.6%

    However, I did notice some large lines of stock being crossed below market after the 30 June, so I don't think you should be holding your breath for any Celeste-induced buying opportunities.

    (Apologies to SDI holders for the thread hijack)
 
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$1.06
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