Is anyone getting worried about the managements ability to continue to find good investments to continue the dividend growth( why I invest in them). Most cash flows are from selling shares in Milton at a discount to acquisition and existing (legacy) assets. My concerns are being raised from:-
- Large script purchase of Milton which incurred a massive impairment. The portfolio rebounded if they didn't start selling to fund PE
- Pengana Capital investment, wrote off and sold back (assuming for nothing) after a few years
- Private Equity portfolio hundreds of millions almost $1 billion invested for annual cash flow of $10m (1% return)
anyone have some insight?
Is anyone getting worried about the managements ability to...
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Last
$40.58 |
Change
0.080(0.20%) |
Mkt cap ! $14.92B | |||
| Open | High | Low | Value | Volume |
| $40.40 | $40.89 | $40.07 | $11.41M | 281.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 413 | $40.55 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $40.74 | 857 | 1 |
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| Last trade - 16.10pm 30/07/2025 (20 minute delay) ? |
| SOL (ASX) Chart |