GQG 1.67% $2.95 gqg partners inc.

its ok to disagree don’t take it personally. it’s healthy to...

  1. 100 Posts.
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    its ok to disagree don’t take it personally. it’s healthy to understand the downside in a position. But of course you would know this.

    Let’s not get into whether I think financial advisors add value. or what happened in March. Easy with hindsight.

    Hunches? experience ? Just to be sure you have a model which assumes no negative flows, no dilution, no appreciation of the aud, fee margin increases and double digit returns over the next 3 years. You have a price target twice consensus! Hunches^^

    Of course it’s hunches if it was a sure thing it wouldn’t be trading where it is. This isn’t a science.

    There is a reason the market has it at $1.40 and it’s not Fox News( who watches Fox News in Australia?) of lack of broker coverage ( there are two plus at least 4 funds managers) It’s because the market is pricing in risk.

    I hope you’re right though! Good luck
 
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