NAOS Small Cap Opportunities Company Ltd Q3 FY24 Investor Update and Q&A Call Transcript

Apr 30, 2024 / 12:30AM GMT
Sebastian Evans - NAOS Ex-50 Opportunities Company Ltd - Chief Investment Officer, Managing Director, Company Secretary, Director

Good morning. My name is Sebastian Evans. I'm the Chief Investment Officer of NAOS Asset Management. As you're probably aware, this is our quarterly webinar for Q3 of FY24. So fast approaching what feels like it's been a pretty tumultuous financial year '24.

Hopefully, you can see the slides in front of you. If not, the slides have actually been lodged on the ASX under one of the -- all of three LICs, so NCC, NAC, and NSC. There will also be a recording of this webinar sent out later today if you're on our distribution list. If you're not on the distribution list, just feel free to add yourself on our website. It's pretty easy to see it on the front page.

A disclaimer, and just keeping me moving nice and quickly. So I'm not going to go through the disclaimer today. As you would know by now, and I'm sure as many people will remind me after this quarter's performance, we tend to speak about a number of specific investments. Obviously, you don't take this as

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