Well I must admit that I never thought we would be testing the $30.00 mark again but it looks like that may happen. Maybe we should all have listened clearly to Buffet's latest comment. "That their cash plie of $182 billion is invested in short dated treasuries at around 5percent and that even if the rate was 1% they would still be of the view that they hadn't found anything to deploy it" - Not word for word but mostly.
So in that case as its their largest holding - then cash is on the sidelines as valuations and hence prices must be too high.
Maybe time to hold more cash ... I am now confused...
I must also say that I am beginning to feel like I don't really know what SOL plan is - I get the BKW , NHC - but really the TPG? I like the corporate debt but not EOS as a company. I like data centers but don't like their copper play. Not sure what their intent was with PPT as I think given the price they paid to buy into it and not win may cost them money. Not sure but that is how I read it and then I have to wonder if this was revenge...
Just looks like a bag of goods but not as focused as I expected. The sell down of Miltons portfolio must have resulted in plenty of taxes. In that case why buy it. Just raise capital...
Maybe I am just having a bad day lol
Ann: HY24 Results Media Release, page-37
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Last
$33.45 |
Change
0.170(0.51%) |
Mkt cap ! $12.29B | |||
| Open | High | Low | Value | Volume |
| $33.30 | $33.45 | $33.13 | $10.34M | 310.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1000 | $33.41 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $33.45 | 2085 | 3 |
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| Last trade - 16.10pm 18/09/2024 (20 minute delay) ? |
| SOL (ASX) Chart |