RE: Back to 0.60?4 Feb 2025 18:53
My biggest discount to NAV stock was Cambrian Africa. They were 0.2p for most of 2024 when not suspended. This week they paid a special dividend of 0.88p for 50% of the stock with the promise of similar when other assets are sold.
Another stock trading a huge discount to NAV was MAFL when 10p not long ago when a strong 26+ NAV, that is now 17p so value NAV stocks can come good.
I guess with MFAI this AI bubble will inflate and burst and then inflate again, we are current in the bubble bursting for a short while, a bit like crypto.
But if the valuations are genuine there's a saying value outs in the end.
But as I stressed before you have to trade the spikes.