We haven’t revisited this Emerging Companies Portfolio holding for some time, and it’s been a frustrating one. Since initiating the position in early 2023 at $2.89, the share price has drifted lower, now trading around $2.52. We originally bought roughly four months after the failed Pacific Equity Partners (PEP) takeover bid at $4.50/share, on the view that while the deal didn’t proceed, it established a clear valuation anchor.
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