BKW 0.11% $26.59 brickworks limited

Hi guys Yes I agree .It is astonishing sol is hitting new...

  1. 310 Posts.
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    Hi guys
    Yes I agree .It is astonishing sol is hitting new highs.Most blue chips are down bkw just holding its sp.
    Just some points to ponder...
    From memory the last sol presentation wasn’t portfolio value around $5bill and market cap $1bill? 40% of this was bkw holdings? (I cant check as westpac is having a website upgrade so forgive me if I’ve got this abit wrong), and 40% of bkw value is sol.So if you buy sol u get 40% of bkw and 40% of that is back in sol itself, does that mean if say tpg has an increase then sols sp increase should actually be self compounding?aagh my head hurts haha.At times like this,the cross holding does come across like a ponzi scheme..

    However reassuring to note directors buying at these prices
    Regards luk26
 
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