Management talk about it being undervalued at presentations but at those presentations the price was around $27. If NTA iscariund $29 that isnt that much undervalued. Certainly not enough to pointbit out as strongly as they did.
I always look at net proceeds after CGT to determine whether I will sell. If that value is below my valuation I wont sell - even if by selling and buying later I could up my cost base.
There is one thing I dont know how to value. The direct large holdings like BKW - if you look at their presentations they are undervalued by the market. Then there is the Private equity division.
the WHSP agri business as well...
Overall I dont think management has done enough to market how to value this stock. They talk NTA
Ann: HY23 Results Media Release, page-28
-
- There are more pages in this discussion • 54 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add SOL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$33.08 |
Change
-0.170(0.51%) |
Mkt cap ! $11.94B | |||
| Open | High | Low | Value | Volume |
| $33.42 | $33.45 | $33.01 | $11.71M | 353.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1245 | $33.07 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $33.15 | 224 | 1 |
View Market Depth
| Last trade - 16.10pm 25/06/2024 (20 minute delay) ? |
| SOL (ASX) Chart |