Hi Westwind
What I don’t understand is previously Brokers had revenue figure of $49M and it jumped to $62M, largely due to FUM growth. The $60M+ revenue figure was forecast by Brokers for 2022. Other metrics like EPS and NPAT stayed the same due to Seizert write down and Nereus provision. Why aren’t the Brokers making a big deal out of this?
If things stay the same and there are no further provisions or value write downs, PAC will achieve what Brokers have said. If PAC have FUM growth similar to this year then there will be another Revenue jump in the order of $10M-$13M, blowing away Broker forecasts again. No abnormals and NPAT could push toward the $1 mark per share.
Watch this space! September quarter FUM reported on last Thursday of October will be a good indicator of what is to come. If there is high growth in GQG, Carlisle and Victory Park then we will be looking at a very good year, even with the possibility of further write downs.
Best of Luck
Lost
Hi WestwindWhat I don’t understand is previously Brokers had...
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Last
$10.28 |
Change
-0.160(1.53%) |
Mkt cap ! $530.1M | |||
| Open | High | Low | Value | Volume |
| $10.41 | $10.44 | $10.17 | $284.5K | 27.75K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 957 | $10.25 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.28 | 1 | 1 |
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| Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
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Last
$10.26 |
Change
-0.160 ( 0.03 %) |
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| Open | High | Low | Volume | ||
| $10.41 | $10.42 | $10.17 | 1789 | ||
| Last updated 15.48pm 14/06/2024 ? | |||||
| PAC (ASX) Chart |