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Last edited 7 months ago
PerformanceCommunity EngagementCommunity Endorsement
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#8
Performance (60m)
14.6% pa
Followed by
221
Straws
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#Financials
stale
Added 7 months ago

Although I purchased in the Strawman portfolio and then sold, I managed to avoid in real portfolio which meant I dodged the capital raising at 50c as well plus a few options.

But it is interesting that management had subscribed to the capital raise and it was oversubscribed. Lots of conviction from management. With those facts, the CR should have done well and the price should have held up.

Main concern is the macro picture when we have property development in general starting to show some slowdown as a result of a slowing economy which would have some impact on a window business such as ClearVue even though the windows do produce some electricity from solar.

Guess this is what is holding the price down at the moment. Still divided on CPV.