Originally Posted by
Beagle
Used to be rich pickings, (I got a bit fat on a size of some of the feeds) when these warrants within the overall Kingfish group started trading but sadly these days it seems people are far more aggressive with growth assumptions and if the most recent Marlin warrant listing is anything to yardstick against these warrants will start trading well above their intrinsic value.
I will run my dog food sniffer nose over them looking for a feed a little closer to listing date but I am not going to hold my breath.
Shares currently trading circa 10% above NTA and very easy to replicate their modestly diversified portfolio so that's pretty boring too.