I think they are punting QHL which SOL holds 12.59% but held...

I think they are punting QHL which SOL holds 12.59% but held more the previous year. QHL has, in my opinion, added no value to SOL and has really been a disappointment to many. I used to trade the share but even that proved to be a problem as it never failed to disappoint. It may well be getting to the breakeven levels and has had growth around 10% for a few years but without a grant and tax benefits its really not yet bankable. Strangely institutional shareholders (outside of SOL) have increased over the past year. I am always wary of that as you need to check the definition of Inst - a company holding the shares doesn't mean they are insto...

I think coal will do well and TPG will be fine after it becomes clear that the ACCC seems to be speculating that they will force someone to compete, in fact, the deal with Vodafone seems to leave the spectrum in a joint company and nothing can stop them selling services to each other. I think that the merger is the best option but building another mobile network is never going to happen in my opinion.