The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Such a lightly traded share, which causes this to have such a large spread. It’s been underperforming for a while now but a couple of the holdings should give this a boost soon with the rail sector picking up. Even with a large spread patience can be rewarded. I bought for around 34p 3 months back, now up around 30% in such a short time and still at a huge discount to NAV.
There has been a lot of interest in this lately. I think many, as management have already stated are expecting a substantial uplift in NAV. Exscientia alone could quite possibly add tens of millions to the NAV.