PAC 0.66% $10.71 pacific current group limited

Hi All. The call is now available via Lost’s link. Very bullish...

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  1. 234 Posts.
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    Hi All.

    The call is now available via Lost’s link.

    Very bullish for FY24 with an interesting note regarding $7-$10 mil of revenue expected to come in FY23 but for timing issues will flow to 1HY24.

    I get the the feeling Paul is expecting FY24 revenues could be between $70/80mil.

    My numbers suggest this could lead to profits of as high as 85cps.

    He also seems to thinks his fair value assessment of the VPC PENNYBACKER and ROC are very much on the conservative side and even more so on a few year time horizon.

    An offer north of $14 is not out of the question.

    Cheers Greg
 
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