So if you are asking me if SOL, per se, is fundamentally undervalued.
Thanks for your post and the detailed response.
No, quite the opposite actually. I have a reasonably sized historical superannuation position in SOL, which, after the substantial recent gains, I was thinking may perhaps be over valued. And that 'reasonably sized' position is now a much larger position (relatively), in percentage terms, than it was previously.
It is kinda ironic after the Perpetual issues, price is possibly reflecting the gains Carnegie said would only be possible via a break up.
cheers
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