PAC 0.58% $10.36 pacific current group limited

Hi GregI missed too. The report is very bullish, calling FY24 a...

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    Hi Greg

    I missed too. The report is very bullish, calling FY24 a watershed year for PAC.

    Guidance is only that multiple suitors are being pursued with submissions expected to be received by mid-September. After this PAC will enter exclusive due diligence with party.

    This could mean that Regal/River Capital need to consider increasing bid before this stage to get to final round.

    Fair value at $11.92 might see slight increase in offer, but current shareholders miss out on FY24 upside. This is what we have all been hanging on for.
 
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