Great analysis.
I put a valuation closer to $8.50 with Terminal Value 3.0%, Discount Rate 8.0%
A reverse DCF is pricing is -7.2% EPS into perpetuity at 15x. Its laughable. Reverse DCF the Dan Loeb investor way are a great way to test how wrong Analysts or the Market are.
The company has just appointed an IR rep. It has had no real promotion as you know. PAC has just focused on executing which is great but now with an IR voice touring Fund Managers and i assume doing more media, the cheap valuation will eventually catch on to people.
Its always best to be buying in a lonely space. PAC right now has no hype unlike the manic bubble of many "hot stocks"
News: PAC Pacific Current Group Pacific Current Invests Us$34.25M In Carlisle Management Company, page-19
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Last
$11.08 |
Change
0.280(2.59%) |
Mkt cap ! $571.4M | |||
| Open | High | Low | Value | Volume |
| $10.77 | $11.08 | $10.75 | $428.9K | 39.46K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 363 | $11.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $11.11 | 112 | 1 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| PAC (ASX) Chart |