Very compelling risk/return hence I brought a small position today. Would have been larger but due to my position in GQG i don't want too much concentration risk. There's an obvious mis-pricing with NAV now $10.46 per share and I believe the market is discounting management's ability to recycle capital through realising gains and buying another company at a lower valuation (GQG into Banner Oaks is a great example).
I posted about this mis pricing on the Fund Managers board in more detail, it took a while to get my head around the different boutiques otherwise I would have brought earlier. Looking forward to the December numbers.
Cheers,
Plague.
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- Updated perspective on PAC Valuation (ex-GQG) - $8.375 is revised price
Very compelling risk/return hence I brought a small position...
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Last
$10.50 |
Change
-0.190(1.78%) |
Mkt cap ! $557.9M |
Open | High | Low | Value | Volume |
$10.70 | $10.70 | $10.49 | $96.70K | 9.105K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 9 | $10.50 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$10.51 | 57 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 4 | 10.510 |
2 | 100 | 10.500 |
2 | 220 | 10.490 |
1 | 500 | 10.480 |
2 | 159 | 10.470 |
Price($) | Vol. | No. |
---|---|---|
10.530 | 92 | 3 |
10.540 | 81 | 1 |
10.550 | 230 | 2 |
10.560 | 140 | 1 |
10.570 | 640 | 2 |
Last trade - 12.26pm 25/07/2024 (20 minute delay) ? |
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