NSC 1.18% 42.0¢ naos small cap opportunities company limited

He was rightLast 12 months the Share price did +11% while the...

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    He was right

    Last 12 months the Share price did +11% while the portfolio did negative

    Someone there is doing a great job unlocking the pent up discount

    http://www.contango.com.au/data/docs/reports/nta/CTN_NTA_Oct_2012.pdf

    Also their web site now has info on a new company floating

    Anyone have any story on that?

    Focussing on the mid cap space

    http://www.contango.com.au/contango_midcap_investor_centre.php

    Anyone have a thought on that?

 
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