SOL washington h soul pattinson & company limited

0.64%

$40.22

sometimes it doesn’t pay to overthink ….rob still in charge,...

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petertanaka

1,331 Posts.

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30/05/24

14:58

Post #: 74085584
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Originally posted by joewolf: ↑

Well I must admit that I never thought we would be testing the $30.00 mark again but it looks like that may happen. Maybe we should all have listened clearly to Buffet's latest comment. "That their cash plie of $182 billion is invested in short dated treasuries at around 5percent and that even if the rate was 1% they would still be of the view that they hadn't found anything to deploy it" - Not word for word but mostly.

So in that case as its their largest holding - then cash is on the sidelines as valuations and hence prices must be too high.

Maybe time to hold more cash ... I am now confused...

I must also say that I am beginning to feel like I don't really know what SOL plan is - I get the BKW , NHC - but really the TPG? I like the corporate debt but not EOS as a company. I like data centers but don't like their copper play. Not sure what their intent was with PPT as I think given the price they paid to buy into it and not win may cost them money. Not sure but that is how I read it and then I have to wonder if this was revenge...

Just looks like a bag of goods but not as focused as I expected. The sell down of Miltons portfolio must have resulted in plenty of taxes. In that case why buy it. Just raise capital...

Maybe I am just having a bad day lol

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sometimes it doesn’t pay to overthink ….

rob still in charge, they have mentioned they have made 3 x the money on nextgen over the past 12 months…. That’s probably a few hundred million…

they still have strong balance sheet and is a good alternative to index and lics …..

time will tell…. For me, I know my income will grow year by year for the foreseeable future….

SOL Price at posting: $31.53 Sentiment: Hold Disclosure: Held
6 Upvote

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(20min delay)
Last $40.22		Change -0.260(0.64%)		Mkt cap ! $14.79B

Open	High	Low	Value	Volume
$40.48	$40.48	$39.85	$13.04M	325.5K

Buyers (Bids)

No.	Vol.	Price($)
1	100	$40.03

Sellers (Offers)

Price($)	Vol.	No.
$40.24	672	2

View Market Depth

No.	Vol.	Price($)
1	100	40.030
1	175	39.900
5	1996	39.850
1	800	39.810
4	1225	39.800

Price($)	Vol.	No.
40.480	27	1
40.620	1200	1
41.000	2270	2
41.050	490	1
41.150	1500	1

Last trade - 16.10pm 25/07/2025 (20 minute delay)

SOL (ASX) Chart

sometimes it doesn’t pay to overthink ….rob still in charge,...

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Most investors will get this earnings season wrong. Will you?

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

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Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

St George banks $5M from placement to ramp up Araxá Rare Earths Project

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

sometimes it doesn’t pay to overthink ….rob still in charge,...

Top Stories

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Most investors will get this earnings season wrong. Will you?

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Astute delivers high-grade lithium hits at Red Mountain

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

St George banks $5M from placement to ramp up Araxá Rare Earths Project

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News