BKW 0.38% $28.70 brickworks limited

Ann: Analyst Presentation and Site Tour - Rochedale, page-39

  1. 187 Posts.
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    I agree that there is a value gap opening between SOL and BKW. However because they each own a significant chunk of the other, it is not correct to just add up the value of SOL as a portion of BKW. (Because SOL's value needs to take into account it's BKW component or you'll end up double counting). Does that make sense?
 
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