PAC 3.38% $10.40 pacific current group limited

Hi Prague. I will add one thing. Quite a few of the boutiques...

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    Hi Prague.

    I will add one thing. Quite a few of the boutiques could be worth considerably more than the NAV is on the books at the current time.
    The big one being VPC could possibly be worth 2 to 4x what was originally paid for PACs share of the business.

    There are a lot of moving parts but I also see a lot of value at current prices.

    Several other companies in the small cap space also looking attractive during the current volatility.

    Cheers Greg
 
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