KPG 1.04% $7.62 kelly partners group holdings limited

Ann: KPG FY23 Full Year Results Commentary, page-11

  1. 757 Posts.
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    The video is worth watching for those who haven't:
    My takeaway is that the market doesn't fully realise the true valuation of KPG and it may be better realised by a private buyout (sounds like they have had suitors already) or re-listing in the USA. Hence the buyback. I bought more shares after watching, hopefully I can keep riding the KPG train as their strategy plays out over the next 20+ years but if they do get taken private I'll enjoy the ride for as long as I can.

 
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