PTM 1.85% $1.10 platinum asset management limited

Interesting article in AFR Street Talk on Platinum's stake in Moderna

  1. 2,777 Posts.
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    Hi All

    Have removed the hyperlink, so please copy and paste into browser:
    https://www.copyright link/street-talk/platinum-unearths-covid-19-vaccine-hot-stock-20200519-p54uet

    As at March 2020, PTM held 1.54 Million Moderna shares in its Platinum International Healthcare Fund, share price at time of purchase was $23, now $80 overnight. They also held German company BioNTech in this Fund.

    This is a small part of FUM, but shows the value of active managers in times like these and how PTM is undervalued.

    Best of Luck
    Lost
 
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