NSC 1.19% 42.5¢ naos small cap opportunities company limited

Went to the Roadshow during the week and met David Stevens...

  1. 2,418 Posts.
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    Went to the Roadshow during the week and met David Stevens (chairman). I asked him about his cash weighting falling from $50m to $30m last month, and he said " we picked up 20 different lines of stock in the Opes fallout", he didn't mention what these stocks were, but he seems very confident of some good NTA results coming thru in the next few months.

    IMO we could see a NTA of high $1.80's.

    P
 
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