SOL 0.97% $34.25 washington h soul pattinson & company limited

Sell Your Soul, page-97

  1. 4,503 Posts.
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    I was looking at that I added up the sales and the buys - you have to unpack those that relate to PCG investing through its investment arm. In the end I concluded the sales were to cover the URB investment plus the entire HHL investment including PCG and HHV.

    In reality I think that my model suggests that the 10% discount has come back and I am looking for around 16% to 18% so my next buy price is around $15.50.

    I am not sure the under $15 are easily done.

    As for their strategy I am very comfortable with it.

    1. Once the NBN is fully rolled out my relationship with Telstra will be terminated for good... I see Telstra as vulnerable.
    2. I think TPG margins will drop but the business division will keep the profits and that over time I expect them to become a player of note again. I see Telstra as the loser...
    3. NHC - at present stock values its fairly valued and I did not see the New Akland mine being knocked back but if I were them I would look to their recent acquisition to underpin the value of NHC.
    4. Glad they reduced Ruralco - I am not so sure about that one.

    Overall if the discount gets up above 15% I am happy to keep investing. Yes I could have sold higher but that is not what this stock is for in my portfolio.
    Last edited by joewolf: 27/06/17
 
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$34.25
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$34.72 $34.72 $34.16 $7.914M 230.7K

Buyers (Bids)

No. Vol. Price($)
2 1710 $34.24
 

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Price($) Vol. No.
$34.26 330 1
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