While the SP has been smashed along with our "big three" strategic investments I think it's important to look at how the companies are going to shape up long term. BKW has a very bright future with both property and hopefully the US business growing strongly. NHC will be fine in the long term regardless of New Acland due to asian coal consumption (particularly considering they've increased their stake in Bengalla) and while i'm not as confident on TPG because my knowledge on technology is very limited I think if the merger goes through an we end up with a big stake in the combined entity that can only be a good thing for it's profitability. SOL isn't like a Wesfarmers that might make a big company changing acquisition so its future is going to be pretty reliant on the "big three"
SOL Price at posting:
$23.36 Sentiment: Hold Disclosure: Held
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