Sorry Joe Wolf I should have explained myself better
1. With URB you are quite right that there was a base management fee plus commissions. This is the “double layering” of fees that I was referring to that was certainly an issue. I remember discovering that for the first time on this forum and kicking myself for not picking it up in my reading. So I’m not trying to claim it was a roaring success just provide my different opinion for discussion as I think it’s relevant to the future of SOL
2. The discount I referred to is the gap between the inferred net asset value of BKW and its current share price. I made up a bit of a model breaking this down and posted it in the forum for that stock if you want to take a look but a little over $20 of that asset value is in the SOL shareholding so it could reduce pretty quickly if SOL is indeed a bit overvalued as you point out (I tend to agree on that one and think fair value is between $29 and $30)
Sorry Joe Wolf I should have explained myself better1. With URB...
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Last
$41.53 |
Change
0.000(0.00%) |
Mkt cap ! $15.27B | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 88 | $44.03 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $39.03 | 25 | 1 |
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| Last trade - 09.44am 26/06/2025 (20 minute delay) ? |
| SOL (ASX) Chart |
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