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Quercus Fund Ltd.'s investment thesis on Sonagi ($SONC.LS) — Q2 2023 | Buyside Digest

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$SONC.LSNASDAQSonagi

BULL

Quercus Fund Ltd.—SONC.LS

Fund Letter

Q2 2023

Published July 20, 2023

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager accumulated a stake in Sonagi because its massive property assets and indirect holdings in Semapa and Navigator far exceeded its market capitalization. Despite severe illiquidity,...

— Diego B. Milano

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