PGH 0.62% 80.0¢ pact group holdings ltd

Ann: Asia Acquisition and A$176M Entitlement Offer, page-8

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  1. 2,965 Posts.
    lightbulb Created with Sketch. 70
    I took up the entitlement and applied for more.

    This is the business the longer you hold the richer you get, majority of their money comes from packaging business, they now diversify into Contract Manufacturing and Material Handling (like Brambles)

    Good old fashion business that gets better with scale and unlikely to get disrupted
    Once you have scale it acts as a natural monopoly as new entrance need lot of capital and industry contracts
    to effectively compete which many cant really do in a short period of time.

    I had it since IPO and keep building my position up
    Last edited by ROEROC: 04/12/17
 
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