TSX:AX.PR.E - Post by User
Comment by
Frankie10on Feb 08, 2023 10:49am
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Post# 35274366
RE:RE:RE:RE:RE:RE:RE:Equity Investments
RE:RE:RE:RE:RE:RE:RE:Equity Investments I want to know what I own. We are the owners. Very grey that Manji knows the holdings and is buying - this is a knowledge imbalance that IFRS aims to resolve. I'll take a look at the disclosure requirements later... hopefully they are taking advantage of the soft quarterly reporting requirements are and required to disclose for audited financial purposes. I'll call tomorrow if I don't get a response to my email today.
impega wrote: Frankie, I don't think they have to disclose specific holdings until they reach a threshold for the reason Snakeyboy outined. I think the secrecy of it is what the analysts don't like and many investors too. We are forced to trust Manji and his team is investing prudently. Part of the reason AX trades at such a discount to NAV. Given that Manji has so much skin in the game you can bet he is not being reckless.