Management talk about it being undervalued at presentations but at those presentations the price was around $27. If NTA iscariund $29 that isnt that much undervalued. Certainly not enough to pointbit out as strongly as they did.
I always look at net proceeds after CGT to determine whether I will sell. If that value is below my valuation I wont sell - even if by selling and buying later I could up my cost base.
There is one thing I dont know how to value. The direct large holdings like BKW - if you look at their presentations they are undervalued by the market. Then there is the Private equity division.
the WHSP agri business as well...
Overall I dont think management has done enough to market how to value this stock. They talk NTA
Management talk about it being undervalued at presentations but...
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Last
$32.82 |
Change
-0.210(0.64%) |
Mkt cap ! $11.84B | |||
| Open | High | Low | Value | Volume |
| $33.14 | $33.31 | $32.82 | $9.358M | 283.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 5300 | $32.82 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $32.89 | 63 | 1 |
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| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| SOL (ASX) Chart |