BKI bki investment company limited

what am I missing?, page-7

  1. 19,123 Posts.
    lightbulb Created with Sketch. 266
    I think you’ll find NHC, YAN and APA are in the BKI portfolio for yield enhancement purposes (BKI yields a little better than its big cap LIC peers). Also worth remembering that they have been doing this with a significantly higher cash balance (recently, at least) which has probably hurt their overall portfolio returns.

    Regarding NHC and YAN….Tom Millner would have a better understanding of coal than most LIC managers out. Having said that, I wouldn’t put it past the numpties in Canberra to eventually find a way of destroying our coal industry, especially if Labor find themselves in minority government after the next election, and rely on support (and demands) of The Greens.
    Last edited by WangChung: 13/07/24
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$1.81
Change
0.020(1.12%)
Mkt cap ! $1.460B
Open High Low Value Volume
$1.80 $1.82 $1.79 $550.4K 304.8K

Buyers (Bids)

No. Vol. Price($)
1 25065 $1.80
 

Sellers (Offers)

Price($) Vol. No.
$1.81 16110 2
View Market Depth
Last trade - 16.10pm 07/07/2025 (20 minute delay) ?
BKI (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.