Hi @Sharkies63
Great questions and points made.
GQG is a long term compound growth business given its exposure to global markets, particularly US. I would be holding on for a while longer yet.
PAC invest in businesses when boutique is new/early stage starter or under the 8 to 10 times PE Ratio and sell business when around the 18 to 20 times mark. GQG currently no where near the sell marker.
IMO - the debt they are taking on is very low ratio and can be repaid using dividends from GQG within 3 years, so is very serviceable. With the increase in VPC contributions over the next couple of years, there is enough to increase dividends and repay this debt, along with an increase in earnings from another investment.
Best of Luck
Lost
Ann: US$50M Funding Facility for Growth, page-7
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Last
$10.80 |
Change
0.310(2.96%) |
Mkt cap ! $563.7M | |||
| Open | High | Low | Value | Volume |
| $10.67 | $10.80 | $10.44 | $765.2K | 71.58K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 500 | $10.51 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.80 | 5606 | 3 |
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| Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
| PAC (ASX) Chart |