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PAC

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0.70%

$10.12 pacific current group limited

Thansk for your reply Lost!, looks as if their exposure is well...

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MarkHGO

5,950 Posts.

518

04/04/22

16:09

Post #: 60636430
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Originally posted by lost: ↑

Hi @MarkHGO

PAC’s exposure to commodity markets is through Aether, Proterra, ROC Partners and GQG’s allocation to energy stocks.

Here are what I believe PAC’s main exposures to commodities are, but not certain of % of FUM:
- Grains wheat/barley through ROC, Proterra and Aether
- US Oil/Lumber Aether
- Equity allocation Energy GQG

There may be some exposures to the above through Aether, but would not be a significant amount of FUM.

Commercial, Industrial and Housing Real Estate is growing significantly in the US at the moment too. Pennybacker and Banner Oaks will benefit from this uplift. The areas Banner Oaks and Pennybacker invest and participate in are doing significantly well at the moment - Texas, Arizona and others.

Best of Luck
Lost

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Thansk for your reply Lost!, looks as if their exposure is well placed!

PAC Price at posting: $7.50 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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(20min delay)
Last $10.12		Change 0.070(0.70%)		Mkt cap ! $521.9M

Open	High	Low	Value	Volume
$10.14	$10.20	$10.10	$456.5K	45.09K

Buyers (Bids)

No.	Vol.	Price($)
1	119	$10.10

Sellers (Offers)

Price($)	Vol.	No.
$10.18	539	1

View Market Depth

No.	Vol.	Price($)
1	13718	10.150
1	1999	10.050
3	7690	10.000
1	300	9.870
1	55	9.850

Price($)	Vol.	No.
10.220	5000	1
10.230	587	1
10.290	1800	2
10.300	5135	2
10.490	82	1

Last trade - 16.10pm 01/05/2024 (20 minute delay)


Last $10.13			Change 0.070 ( 0.30 %)
Open	High		Low	Volume
$10.11	$10.20		$10.11	899
Last updated 15.59pm 01/05/2024 ?

PAC (ASX) Chart

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