@lost
thanks very much for all these details.
Really help to better understand the rest of PAC.
Another thought I had about this story, in terms of valuation.
There are probably 2 different elements :
- the sum of the parts,
- and the discount that the market may apply to the sum of the parts.
1/ Regarding the sum of the parts, we already discussed it into details.
Just one element I would add about it : if GQG is listed and perform as we expect, there is probably a potential of further increase for the sum of the parts (as GQG valuation will probably go above 7.5 bn, if everything goes as expected and if there is no correction of the stock market).
2/ Regarding the discount, it is obviously up to the market to decide what discount to put to the sum of the parts.
In order to reduce the discount, the company may do a share buyback (using part of the cash they will get from GQG's IPO).
I don't know how keen the management is to do a share buyback and if they have done it in the past.
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