PAC 2.09% $10.73 pacific current group limited

GQG Holding, page-7

  1. 309 Posts.
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    PAC's dividends also fully franked compared to GQG which is valuable to Aus investors. 25c dividend for Sept a reasonable assumption?

    I think PAC could seriously re-rate if VPC lists. I'd be surprised if Sol Patts weren't looking at it as a takeover considering it's trading at a deep discount to a very conservative NAV plus obviously know the business given they provided the debt facility.
 
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