Last Week in Event SPACE: NTT, Delta Electronics, Fortescue Metals, Nomura Real Estate
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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GQG Mulls Offer As Pacific Current Balks At Regal's NBIO
Shares are up 31.8% to A$10.28/share as I type. ~$11 appears fair value. I'd be a buyer of Pacific Current outright here.
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Pacific Current Group (PAC AU): Regal Partners’ Attractive Indicative Offer
The offer is attractive compared to historical ranges and peer multiples. Expect the Board to grant due diligence access to facilitate a binding...
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Pacific Current Group Ltd - Revenues Stable Despite Volatile Equity Markets
Pacific Current Group Ltd Revenues stable despite volatile equity markets Pacific Current Group (ASX:PAC) is a multi-boutique asset...
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GQG Partners IPO Lock-Up - Tightly Held by Founders, PAC Could Exit
GQG Partners (GQG) raised US$868m in its Australia IPO in Oct 2021. Its IPO linked lockup is set to expire soon, soon after it reports its results.
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