PTM 0.95% $1.07 platinum asset management limited

Ann: Funds Under Management - December 2022, page-11

  1. 1,695 Posts.
    lightbulb Created with Sketch. 2008
    Bang!

    PTM reclaims $2 price tag.

    Minimal capital exhausted in on market BB, Max capital now available to deploy on business rebuild and Carbon Transition Fund launch.

    Despite Kerr's exit, the investment game will always favour good stock pickers EXCEPT when rules based stupidity consumes all the momentum.

    The last 15 years since the GFC have made the world's smartest investors look stupid and the dumbest look smart. That is the way a rampant bull market decoupled from any cost of capital and flooded by liquidity looks. Until the year it stops.

    The S&P has a long way to fall on any earnings disappointment. Good luck to those praying for another 30 year drop in interest rates.

    GLTASH.

 
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