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What are your thoughts on sell downs affecting FUM for the...

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Chrislechat

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23/06/22

12:26

Post #: 62159084
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Originally posted by lost: ↑

Hi Greg

With the AUD/USD exchange rate at $0.6972, PAC's FUM has increased significantly already with the Exchange Rate. See the Sum of the Funds for PAC's boutiques assuming the exchange rate stays the same, excluding GQG FUM PAC's boutiques are growing at 5.54% for the last quarter and 60.79% on an annualised basis without any FUM growth for the June Quarter:

There are a few boutiques we can assume will grow in the following quarter due to FUM raisings going on:
1. ROC $AUD200M
2. Aether $USD100M
3. VPC $USD500M
4. Astarte $USD250M
5. Pennybacker $USD100M
6. Proterra $USD100M
7. Assume Banner Oaks grows $USD100M for the quarter - no FUM raisings

Have adjusted the Sum of the Funds based on the potential FUM growth highlighted above, excluding GQG FUM PAC's boutiques are growing at 10.45% over the quarter and 68.46% on an annualised basis:

This should all mean good growth in revenues for this year, 60.79% to 68.46% annual growth (due to Banner Oaks and great organic growth), with low probability of FUM moving backwards.
Quarterly growth of between 5.54% and 10.45%, compared to the indexes:

Best of Luck
Lost

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What are your thoughts on sell downs affecting FUM for the respective holdings?

PAC Price at posting: $6.50 Sentiment: Buy Disclosure: Held
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Last $10.28		Change 0.000(0.00%)		Mkt cap ! $529.1M

Open	High	Low	Value	Volume
$10.32	$10.32	$10.26	$41.76K	4.055K

Buyers (Bids)

No.	Vol.	Price($)
4	63	$10.21

Sellers (Offers)

Price($)	Vol.	No.
$10.27	170	1

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No.	Vol.	Price($)
3	51	10.210
4	2527	10.200
3	488	10.180
1	47	10.170
1	300	10.160

Price($)	Vol.	No.
10.270	170	1
10.280	72	1
10.290	280	3
10.300	1250	2
10.320	96	1

Last trade - 11.02am 05/06/2024 (20 minute delay)


Last $10.20			Change 0.000 ( 1.10 %)
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