External broker reports(aggregated public sources), Taylor Collison

Taylor Collison

Taylor Collison is a leading financial services firm, providing advice & wealth creation strategies to private & institutional investors and corporate clients throughout Australia. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>Crescent Capital’s recent sell down of ~11.2% of the free float in CVW has added some much-needed liquidity.</li><li>While a significant overhang remains, we believe CVW’s discount to its embedded value is more likely to close as liquidity continues to improve.</li><li>The discount to embedded value is now 37% (EV/share at 9% discount rate of $0.88).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Crescent Capital’s recent sell down of ~11.2% of the free float in CVW has added some much-needed liquidity.While a significant overhang remains, we believe CVW’s discount to its embedded value is more likely to close as liquidity continues to improve.The discount to embedded value is now 37% (EV/share at 9% discount rate of $0.88).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ClearView Wealth Limited (CVW) - Crescent Selldown Creates Liquidity & 3Q24 Update

Clearview Wealth

ClearView Wealth Limited (CVW) - Crescent Selldown Creates Liquidity & 3Q24 Update