PGH pact group holdings ltd

can someone explain why PGH is so unloved?, page-5

  1. 38 Posts.
    lightbulb Created with Sketch. 96
    Thanks for your thoughts - some really interesting stuff there. And don't worry I don't think you're being negative - it's good to be able to have a rational discussion about the pros and cons of a company, and it sounds like we're largely agreed that they're undervalued. A very refreshing change to a lot of the "SHARE PRICE WILL HIT $X BY MARCH" stuff on HC.

    I agree it's not an incredible growth story, and for me that's what I see as inhibiting it getting back to eg around the 2017-18 levels. I guess my thinking is that at these prices, it doesn't have to be. ~4.4% yield on today's prices that will only increase once debt is paid down means that even if EBIT stays relatively flat, within a few years that yield will go higher still, and the share price should follow. For a 2-3 year timeframe, and with a big chunk of their EBIT fairly stable, seems pretty compelling buying. Agree the COVID uplift in the contract manufacturing was likely just a temporary spike and might not significantly increase the price paid for any divestment.
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
74.0¢
Change
-0.005(0.67%)
Mkt cap ! $254.7M
Open High Low Value Volume
74.5¢ 75.0¢ 73.5¢ $212.8K 287.1K

Buyers (Bids)

No. Vol. Price($)
2 71649 74.0¢
 

Sellers (Offers)

Price($) Vol. No.
75.0¢ 9808 1
View Market Depth
Last trade - 15.56pm 03/07/2025 (20 minute delay) ?
PGH (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.