up 5% 2day (but i have not looked at how)...... NHC is a very stable business, ........
appears out, they want down. i really do not like these people. there is nowhere to sell & there is nowhere to buy ...... seems an odd thing to say when it is doing $10M a day ....whatevskenny, i already said i cannot value this but had some buy triggers come up recently so have been looking. i will just say for something that churns $10M per day it does not seem to have a lot of buyers or sellers - it just has a lot of trades (if u know what i mean).
(that trading queue is not somewhere for the weak of heart or big orders) the trading is ......... a bit of a boys club to me ....... and i still do not know if they want in or out. so, for better or worse, i wait but keenly watch.
updateAny thoughts on the continued decline and where fair value lies?
I'm guessing the TPG merger block by ACCC, the weakened property market hitting BKW, and loss of favour of coal perhaps?
I will have to check that out, directors I assume?coincidence i am sure but they seem to all have the same surname ..........
(have ..... not had)
The problem is you overlay ARG, AFI and MLT, there is nothing between them, picking dividends is no easy thing in these markets. Maybe I've got the wrong vehicle.all good, nearly "nothing to see here" after a year .........
View attachment 95703
... which is the very reason i see that as "it does not matter which one". Part of my posting that chart was that the big sol moves really did little to mlt either upside or downside. I do not get that, but accept it is how those particular lic's roll.The problem is you overlay ARG, AFI and MLT, there is nothing between them, picking dividends is no easy thing in these markets. Maybe I've got the wrong vehicle.
OTI will have to check that out, directors I assume?
OT
pengana is another that their fingers are into .......
lol, not as much as the naos boys.Pengana is getting hammered, more than the other fund managers.
gap poof last week and triggered ....... that now leaves $15.13 .......(surely not) ........ and $21.89 (pretty close now, too close for me hence the "ready" comment above for my capital protection) and $15.13 are both extant target opportunities for those who poof trade.
if $15.13 goes poof that would be very very interesting ......
Correct in that SOL has a 39% stake in Pengana, the old NAB stake, but the offer is for shares in the listed fund Pengana Private Equity (PE1) and that is only one of the hats they wear.No thanks, SOL, I will not be taking up the secondary offer in PE1 as your 39% holding in Pengana is sufficient for me.
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