PPT 0.87% $19.76 perpetual limited

Ann: Fourth Quarter FY24 Business Update, page-40

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  1. 3,782 Posts.
    lightbulb Created with Sketch. 1121
    The rise year on year at mfg is post the fum collapse so no need to normalise the baseline there. They flicked off guzman...and barra barely turns a profit. Know that company well, former holder and started pwc with their cfo...

    im ex btim myself...was part of the jo acquisition...pdl wouldve used sneaky clauses the others tried on us that's probably costing ppt now (notice many one off costs!)

    long story short, we're severely undervalued. Mkts tanking now...it will hurt. We need rates to fall to drive asset allocation to equities


 
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