CDM 0.65% 76.5¢ cadence capital limited

Rubs.. at one stage ARQ was approx 18% of the portfolio, so they...

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    Rubs.. at one stage ARQ was approx 18% of the portfolio, so they have certainly sold down. Considering ARQ fell 30%, they would have taken a bath on that. I dont know if ARQ has a great prediction for growth, but its certainly on a fairly low PE.
 
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