If this was considered to be a LIC it should trade near its underlying value - my model after disposing of RHL and bring PGC into the mix ... still suggests that there is around $18.00 ( more like $18.50 - but I cannot see all the movement until the financials are released) of underlying value - it used to be higher but there is still a discount in this price but right now the larger discount is in BKW.
This is still a great investment especially if you look at TPG and are prepared to back management. Sol still has around 25% of its value tied up in TPG - So if I take my discount and apply $1.00 to TPM than I am happy that I have sufficient cover to ride out the investment cycle for it.
Sell Your Soul, page-124
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add SOL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$34.99 |
Change
0.740(2.16%) |
Mkt cap ! $12.41B | |||
| Open | High | Low | Value | Volume |
| $34.49 | $35.00 | $34.48 | $3.918M | 112.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 14 | 443 | $34.98 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $35.00 | 4262 | 8 |
View Market Depth
| Last trade - 12.38pm 25/11/2024 (20 minute delay) ? |
| SOL (ASX) Chart |
