RPL 2.07% $3.45 regal partners limited

Ann: Portfolio Briefing and VG1/VG8 AGM Chairman's Addresses, page-9

  1. 23 Posts.
    lightbulb Created with Sketch. 19
    I agree MTV.
    They're collecting 1.5% of $2.8B in management fees. That's $42M of revenue before we include Performance fees (there won't be much in perf fees for a year or 2). With a market cap under $300M it looks like an exception buying opportunity to me. Sentiment for VGI will rise and fall as the underlying investment rise and fall. Amazon, Olympus, CME, CFR, Mastercard, SAP, etc, might not be choices for my direct portfolio but they're not dogs either.
 
watchlist Created with Sketch. Add RPL (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.