Australia's largest stock trading and investment forum Australia's #1 stock forum

PGF

Click for more information

0.44%

$2.26 pm capital global opportunities fund limited

Old Paul Moore is having a bad run of late...

First 6 Last

Share
Profile

Follow
cutty

3,437 Posts.

456

03/06/20

14:59

Post #: 45011403
Share

Originally posted by Portfolio: ↑

If you look at the performance vs the index since inception the performance was going ok until mid 2018.
They then missed most of the upside through 2019 and then fell just as hard as the market through the crisis and then again failed to bounce like the index in this latest rally.

The wash-up is that investors in the IPO are down 10% vs if you invested in the index you would be up 55%. Thats a big differential which is why the shares are trading at a large discount to NTA. I have been riding LSF up since their discount got to a substantial discount but the LSF portfolio is much better positioned for this market to my thinking than PGF which is stopping doing the same strategy with PGF.

Expand

Old Paul Moore is having a bad run of late...

PGF Price at posting: 90.0¢ Sentiment: None Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

FFM

Firefly positioned for copper growth in Canada ahead of resource update

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

CC9

Chariot Corp unveils plans for Black Mountain "pilot mine" in Wyoming, US; shares jump +20%

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

There are more pages in this discussion • 2 more messages in this thread...

First 6 Last

Add PGF (ASX) to my watchlist

(20min delay)
Last $2.26		Change -0.010(0.44%)		Mkt cap ! $1.081B

Open	High	Low	Value	Volume
$2.29	$2.29	$2.26	$370.3K	162.8K

Buyers (Bids)

No.	Vol.	Price($)
2	116132	$2.26

Sellers (Offers)

Price($)	Vol.	No.
$2.29	59155	3

View Market Depth

No.	Vol.	Price($)
2	116132	2.260
8	136705	2.250
3	21255	2.240
2	20000	2.230
2	27000	2.220

Price($)	Vol.	No.
2.290	59155	3
2.300	108064	5
2.310	6242	1
2.320	15000	1
2.350	11950	2

Last trade - 16.10pm 03/10/2024 (20 minute delay)

PGF (ASX) Chart