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

Stayer I am no patsy for anyone. I often don't get why we cannot...

  1. 4,503 Posts.
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    Stayer I am no patsy for anyone.

    I often don't get why we cannot have different views and different shares.

    I wont buy BHP at times that has been a good view and at times its been bad.

    I have never met Milner but I have analysed what the company is and its structure and the sum of its parts is made stronger by the group.

    They are hugely cyclical investments in the main look at all of the companies in those areas and other large industries and watch the way the share price moves.

    Really you never answer why Perpetual is correct their performance does not suggest they stray from the herd and in fact dont look very successful IMO.

    Carnegie - well enough said he has an option really that is based upon him drumming up enough support to influence the board. No risk other than effort and all upside as I see it on the back of Perpetual giving up some of its upside - At whose cost - I presume the investors.

    Why dont you articulate your argument other than at present pricing there is a discount when you add up the parts. So why does that intrinsically make my asset worthy of break-up.

    Really no argument has been put forward other than short term profit.

    calling me names because I dont agree with you really does not advance your argument.
 
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