RE: PORTFOLIO8 May 2018 12:51
It seems (unlike before) the company does not wish to disclose specific numbers in companies it has holdings in.
This makes it very difficult for PI's to do any ongoing due diligence, and with being kept in the dark, some holdings will have probably have been sold.
There may have been considerable changes but from past notes i had MXO at 8,600,000, PPG at 49,333,334, MTR at 14,200,000.
Shumba was reduced as far as I am aware to 500,000 shares from 2.5 million which is would not be worth very much if they still had them.
Bison, unlisted, was $US 280,000 in loan notes.
Elephant oil, unlisted, bought when Matt Lofgran was a director, �300,000 was invested and I have a note of PRS holding being 1,185,770 shares but that was some time ago and may have changed.
I do not hold much PRS these days as I like transparency and directors who will do more for their investors.