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
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Last
$34.84 |
Change
0.590(1.72%) |
Mkt cap ! $12.41B | |||
| Open | High | Low | Value | Volume |
| $34.49 | $34.89 | $34.48 | $2.475M | 71.40K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 14 | 332 | $34.81 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $34.84 | 292 | 5 |
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| Last trade - 11.59am 25/11/2024 (20 minute delay) ? |
| SOL (ASX) Chart |
