Ann: ASX Half Year Results Media Release HY Jan 2024, page-33

me WPT, HDN CQR & flirted with CLW * (I got in cold feet a week later and sold..)
Spent a bit of time studying their gearing levels hence the sell in CLW (Really a bit undecided there?)

(* There is nothing wrong with selling for a profit, you just need to declare it on your tax, then you are free to rebuy If you so change your mind. But, if you decide to sell and make a loss, don't claim It on your tax if you think you're gonna be back within a year. That's what I do with my tax).

I used to watch the share price for SOL/BKW very closely for a number of years. Because of this by BKW holdings dominated holdings in SOL (often BKW looked cheap. SOL rarely ever looked cheap - I think 10 years ago they once looked cheap? Cannot remember... )

After a decade+ I just say stuff it now generally and keep a solid waiting in both holdings.
(Seriously I'll be 10 feet under before SOL is cheap again) now I just keep a solid weighing in both, Don't ever sell, rarely buy..
solid = 5% for me

But I think BLW is not 'too bad' to create an opening position to add over the next decade.
My personal thinking only DYOR.
Cheers