"It is kinda ironic after the Perpetual issues, price is possibly reflecting the gains Carnegie said would only be possible via a break up."
I think there's a bit of false causality in effect here; the reason that SOL went up so significantly in recent months is overwhelmingly because some of its key investments, namely NHC and TPM, up went up spectacularly for their own unique reasons (which, in turn, technically dragged BKW up).
Presumably, these reasons could not have been been anticipated by the folk at Carnegie (or anyone else for that matter).
SOL Price at posting:
$29.08 Sentiment: None Disclosure: Not Held
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