It's very difficult to understand why SOL trades had such a hefty premium to NAV, especially when its main holdings (apart from Brickworks) are still facing some serious competitive pressures and business uncertainty.A small premium for management nous and stewardship is palatable perhaps, but not to this level.
I'm hovering over the Sell button, which is a shame because I want to keep holding this business "forever". Happy to be enlightened by those with a more in-depth/nuanced view of the company. BKW's valuation looks a lot more reasonable given the cross-shareholding.
Ann: Financial Results Half Year 2021 Presentation, page-10
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Last
$41.69 |
Change
-0.090(0.22%) |
Mkt cap ! $15.33B | |||
| Open | High | Low | Value | Volume |
| $41.90 | $42.18 | $41.69 | $21.69M | 518.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 2879 | $41.67 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $41.96 | 2092 | 3 |
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| Last trade - 16.10pm 27/06/2025 (20 minute delay) ? |
| SOL (ASX) Chart |