PAC 3.38% $10.40 pacific current group limited

17c div on a 14.47 share price for PNI, you’d want continued SP...

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    17c div on a 14.47 share price for PNI, you’d want continued SP growth. It’s the opposite for PAC, if the SP isn’t improving we’d like to see a continued healthy ROE through a franked div. I don’t hold PNI but perhaps I should.

    Incidentally I’ve met PAC CEO Peter Kennedy before, and was impressed with his entrepreneurial mindset. I’ve had my doubts as to whether another CEO with a less conservative CV might be better at selling the sell for PAC’s impressive growth and fundamentals and attracting demand which might push up the SP.
 
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$10.40
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Last trade - 16.10pm 10/05/2024 (20 minute delay) ?
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$10.46
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