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$10.20 pacific current group limited

WTF, page-12

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Plague

307 Posts.

242

13/09/22

16:55

Post #: 63676273
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Originally posted by gregfloorworld: ↑

Hi Plague.

One thing to consider when comparing NAV to market cap. PAC as a business loses approximately $12mil before the group boutiques add to the bottom line.

On a multiple of 10x this could equate to $120mil discount to the NAV. If the boutiques were sold separately and PAC closed up shop is probably the only way it will trade on an equal footing.

A company like PNI creates enough revenue outside their boutiques profits to break about square. Maybe when PAC gets bigger and creates more scale though commissions and back office assistance the gap to NAV may get smaller.

Cheers Greg

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Cheers Greg this is an excellent point.

PAC Price at posting: $7.05 Sentiment: Buy Disclosure: Held
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0 Great analysis

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(20min delay)
Last $10.20		Change -0.020(0.20%)		Mkt cap ! $527.0M

Open	High	Low	Value	Volume
$10.20	$10.20	$10.20	$765	75

Buyers (Bids)

No.	Vol.	Price($)
1	30	$10.24

Sellers (Offers)

Price($)	Vol.	No.
$10.29	543	3

View Market Depth

No.	Vol.	Price($)
1	30	10.240
2	55	10.230
3	258	10.220
2	243	10.210
1	9999	10.200

Price($)	Vol.	No.
10.290	543	3
10.300	150	1
10.310	160	2
10.320	150	1
10.330	150	1

Last trade - 10.06am 30/05/2024 (20 minute delay)

PAC (ASX) Chart

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