Always remember that the generation running it now isn't the generation that created it. Personally I don't rate the next generation either. That is why my larger stake exists in BKW.
I think they have tracked towards finance as that is the skill of the MD and they have the MLT CIO as well. I see little logic in holding PCG , BKI and then this ... Personally I think they will slowly lose the MLT shareholders - this is nothing like a LIC anymore. I called it a hybrid but after this investment sell off and if they buy the PPT corporate and wealth management arm it will just be a diversified company.
SOL Price at posting:
$32.99 Sentiment: None Disclosure: Held
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