TGP 2.54% 60.5¢ 360 capital group

Ann: Sale of HPI stake, page-4

  1. 611 Posts.
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    This company needs a strategy to generate revenue (i.e being a fund manager) instead of being a holding company for stocks.

    They have > $100m cash in the bank. Now what? What are they going to do with the cash? Hence, the huge discount in valuation.
 
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