Added to YB: 2025-01-20
Pitch date: 2025-01-19
PAC.AX [bullish]
Pacific Current Group Limited
-11.47%
current return
Author Info
Halvio Capital is an investment firm that seeks to compound capital at high rates of return while taking limited risk of capital impairment through separately managed accounts. The firm’s goal is to outperform the broader indices over a long time frame. Sign up for the newsletter.
Company Info
Pacific Current Group Limited engages in multi-boutique asset management business worldwide. It manages assets for institutional and individual clients.
Market Cap
AUD 605.5M
Pitch Price
AUD 11.45
Price Target
N/A
Dividend
3.28%
EV/EBITDA
1.02
P/E
3.03
EV/Sales
0.96
Sector
Capital Markets
Category
special_situation
Two Deep Value Special Situations Down Under; Seasoned Liquidations - Pacific Current Group Limited
PAC.AX: Public liquidation ongoing. NAV $14.38/share, up from $13.47 in June. 47.9% share buyback vote Jan 30. 62% IRR possible if fully executed, trades at 20% discount post-buyback. Risks: partial buyback, delays. Low downside, high IRR potential. Limited liquidity due to 3 major shareholders (49%).
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