MARC HASENFUSS: Discerning the real value play in Trematon
At the moment the share price is asking some serious questions
I wonder if little old Trematon Capital Investments might re-invent itself along the same lines as fellow investment company RECM & Calibre (RAC)?
RAC found itself heavily weighted towards its investment in alternative gaming specialist Goldrush, and the market largely ignored its other investments. Subsequently, most of RAC’s other investments were bundled into a separate listing using the Astoria vehicle. This means RAC is really (aside from a few bits and bobs) a pure gaming play, and will presumably need to assume a new corporate identity...