There seems a reasonable overlap in the largest holdings for PGF and MFF.
PGF have had their options dilution already. That dilution still needs to be factored into MFF.
To my way of thinking, PGF is the more compelling, but judging by the prices people are willing to pay for MFF (and PMC for that matter), the market is currently taking a different view.
Big banking exposure looks like it might hurt PGF for a while. But, there again, PM Capital do suggest you need to take a 7 year view.
Ann: Net Tangible Asset Backing 31st December 2015, page-17
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Last
$2.30 |
Change
0.000(0.00%) |
Mkt cap ! $1.062B | |||
| Open | High | Low | Value | Volume |
| $2.29 | $2.32 | $2.29 | $390.4K | 169.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 41891 | $2.29 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.30 | 12572 | 8 |
View Market Depth
| Last trade - 12.21pm 04/12/2024 (20 minute delay) ? |
| PGF (ASX) Chart |
