Maybe a bit of research on your side would be good. The...

Maybe a bit of research on your side would be good. The discussion around under $15.00 was started by someone else. I posted in September last year a speculative post around the items that challenged the company and in February this year posted that I had switched some more money into SOL - (https://hotcopper.com.au/posts/30861256/single)

The speculative article stated I wasn't selling but would hold until I could see some clarity around Ackland 3 and TPG. As for getting it wrong, I bought more in February @ around $16.50 to $16.60 I now sold them @Over $20.00. As for slagging SOL off really?

Obviously, research is an interesting thing maybe if you actually took the underlying assets and took their share prices you would, in fact, see that you could purchase the underlying assets for a bit less than you can the share. It's an interesting thesis and hence why I am interested in it. I don't short stock and still hold but do often rebalance if I see it pushing up too high.

Its actually a formula we use which enforced us to sell 50% of our SPZ last week for 50c so that we are free carried our investment there and look what happened today. No, I am not suggesting we are that good it's just a discipline and in this case a lucky one.

We still hold over 5% of our portfolio in SOL/ BKW even though I am cautious about risk.