NSC 1.15% 43.0¢ naos small cap opportunities company limited

Ah Quiono Quiono Quino. Numbers numbers numbers. Facts. Facts....

  1. 335 Posts.
    Ah Quiono Quiono Quino. Numbers numbers numbers. Facts. Facts. Facts. Geoff's new microcap LIC is capped at $156 mill. No options. Zero. Geoff understands capacity issues and market impact of transacting.
    Permitted investments - offshore stocks. Can hold high cash. These are great pressure relieving valves. No need to chase in a small space of the asx. Can go off shore. Can hold high cash.
    Its Geoff's modus operandus to hold high cash levels , not chase stocks to fill some insto mandate restriction of being maximum 95% invested. Wait patiently until opportunity arise. Thats our Geoff.
    Very much doubt Geoff and George will end up with similar portfolios. The two Gs are not peas in a pod.
    Geoff's suite of products have done better than Contango's suite of products over any reasonable time frame. That proves they dont own same stocks.
 
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