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$10.31 pacific current group limited

PAC valuation based on VGI and Regal Merger, page-15

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MarkHGO

6,145 Posts.

532

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 $10.31		Change 0.000(0.00%)		Mkt cap ! $531.7M

Open	High	Low	Value	Volume
$10.31	$10.31	$10.21	$134.3K	13.04K

Buyers (Bids)

No.	Vol.	Price($)
3	2519	$10.27

Sellers (Offers)

Price($)	Vol.	No.
$10.31	2000	1

View Market Depth

No.	Vol.	Price($)
3	2519	10.270
5	335	10.260
3	216	10.250
2	385	10.240
2	650	10.230

Price($)	Vol.	No.
10.310	2000	1
10.320	242	4
10.330	194	2
10.340	650	2
10.350	1650	2

Last trade - 10.42am 18/06/2024 (20 minute delay)


Last $10.31			Change 0.000 ( 0.36 %)
Open	High		Low	Volume
$10.27	$10.31		$10.27	70
Last updated 11.45am 18/06/2024 ?

PAC (ASX) Chart

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