I currently have 20 percent of my portfolio in BKW and 12 percent in SOL so like you guys have gone more heavily into BKW in recent years based on the significantly better valuation. I'm 28 though so in a very different stage of my life and besides my house equity am almost 100 percent in equities with very little cash holdings. Just on the question of reduced diversification as they sell down the MLT portfolio @joewolf would it be fair to say that the previous structure of SOL pre MLT concerned you? As they were very top heavy between NHC/TPG/BKW back then and now seem to be working back to a larger version of that same model with 5 to 6 major positions rather than 3. I won't add any further SOL above $28 put think BKW looks pretty compelling if it goes back around $22.
- Forums
- ASX - By Stock
- Ann: HY23 Results Media Release
I currently have 20 percent of my portfolio in BKW and 12...
- There are more pages in this discussion • 42 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add SOL (ASX) to my watchlist
(20min delay)
|
|||||
Last
$32.39 |
Change
0.030(0.09%) |
Mkt cap ! $11.69B |
Open | High | Low | Value | Volume |
$32.46 | $32.58 | $32.30 | $6.775M | 208.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1081 | $32.37 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$32.39 | 100 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 6925 | 32.300 |
3 | 996 | 32.260 |
3 | 3409 | 32.200 |
1 | 100 | 32.080 |
1 | 160 | 32.020 |
Price($) | Vol. | No. |
---|---|---|
32.580 | 341 | 1 |
32.600 | 156 | 2 |
32.660 | 500 | 1 |
32.700 | 426 | 3 |
32.800 | 455 | 1 |
Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
|
|||||
Last
$32.45 |
  |
Change
0.030 ( 0.09 %) |
|||
Open | High | Low | Volume | ||
$32.46 | $32.57 | $32.31 | 35490 | ||
Last updated 15.59pm 14/06/2024 ? |
Featured News
SOL (ASX) Chart |