That is interesting. There is obviously a substantial age gap so my game is preservation. However the SOL BKW part of my portfolio is around 25% but a degree that came from MLT Merger.
Your investment commentary has always got me thinking so thanks for that.
The TPG commentary in AFR didn't ring true to me - SOL share price was held back by free float but they had performed well. I can hardly ascribe TPG performance as performing well. It seems to take years but it really doesn't move the dial. I understood the merger but really there isnt place for all 3 in a country of 25 million. I just think it would be better to get out of it.
It has 3 legs which are very cyclical TPG ( not truly cyclical but government over control of market) , Then Coal , oil and gas , then Brickworks including property.
I want them to retain at least 30% of outside passive investments including the structured debt.
That is interesting. There is obviously a substantial age gap so...
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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 |