If you do a graph of PGF vs MFF and PMC they are lagging strongly over the past year.
Losses in PGF vs strong gains in the others.
Its probably unfair comparing them to 2 of the best managers in Australia but thats why the market is applying a discount IMO.
Platinum and Magellan both overlay global macro views better than Paul Moore and that is critical in an environment like the current. I would expect Magellan and Platinum to protect wealth far more in a downturn whereas PM Capital will stick to their conviction in their bottom up concentrated bets.
Ann: Net Tangible Asset Backing 31st December 2015, page-9
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Last
$2.28 |
Change
0.010(0.44%) |
Mkt cap ! $1.062B | |||
| Open | High | Low | Value | Volume |
| $2.28 | $2.30 | $2.26 | $882.6K | 386.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 34706 | $2.26 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.28 | 9738 | 2 |
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| Last trade - 16.10pm 29/11/2024 (20 minute delay) ? |
| PGF (ASX) Chart |
