PAB 12.5% 0.7¢ patrys limited

Ann: Becoming a substantial holder , page-2

  1. 10,009 Posts.
    This looks suspiciously like NAOS asset Management have stepped in here. if so thatsgood news for holders. hey do their homework very well and generally have a 3 year horizon.

    I stopes out and took a big haircut on this. would not have bothered but it was EOy so locked in my losses, for the year. And generally I have lost faith in Management to manage markets expectations.

    I suspect the since is very good, and enterprise value is way above current MC . Especially after reading about the $500M Antibody deal this morning, that was preclinical.

    I might not live long enough to se management cPitalise on this so I am out. And in good health hoping to last another 30 years. Hahaha.

    but good luck to all. it certainly appears the new Substantial Holder was in buying on Monday and maybe yesterday. So you should see a bounce before too long.

    All the best.
 
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