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clock Created with Sketch. 07/05/21
09:34
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Originally posted by timbowls:
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I think it's mainly steam coming out of a share price that had overheated too much and reached an illogical high(and I'm a big SOL fan) alongside the TPG share price being hit by David Teoh's departure and NHC continuing to be depressed. If your looking for an entry point I would probably hang on a little longer or consider Brickworks which is by far better value relative to the Net asset value. I've topped up my SOL holding several times since late 2016 but have never payed above $17.50 and still wouldn't be prepared to pay above $25 if I was going to add again. You've found a great company if your looking for a long term hold though it's a compounding machine!
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Originally posted by KeenDog:
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Totally agree. Looking at Brickworks V SOL much better value IMO in the former. The landbank is a money machine.
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Thanks for sharing your insights.
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