Hi @SaltyInvestor
100% agree. Bringing the below over from the other thread. Below outlines:
1. Current portfolio holdings performance
2. What happens based on current EPS?
3. What happens based on forecast EPS?
A drop in share prices of September quarter portfolio holdings and a reversion to historical PE Ratios will mean a drop of between 23.22% and 29.73% (a massive hit to current shareholders). If this happens tomorrow, the share price drop % should be similar to losing the SJP investment mandate. While this won't be as much compared to other Fund Managers, can current Magellan shareholders afford a further 30% drop in the share price?
Current Portfolio performance so far this year:
What happens based on current EPS? A drop of 29.73% or $19.304B in FUM for Global Equities only.
What happens based on forecast EPS? A drop of 23.22% or $15.077B in FUM for Global Equities only.
Best of Luck
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Hi @SaltyInvestor100% agree. Bringing the below over from the...
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Last
$9.90 |
Change
0.050(0.51%) |
Mkt cap ! $1.793B | |||
| Open | High | Low | Value | Volume |
| $9.81 | $9.96 | $9.74 | $3.617M | 365.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 22350 | $10.89 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.91 | 129 | 1 |
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| Last trade - 15.59pm 30/07/2024 (20 minute delay) ? |
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