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.
If this was considered to be a LIC it should trade near its...
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Last
$35.20 |
Change
0.530(1.53%) |
Mkt cap ! $12.41B | |||
| Open | High | Low | Value | Volume |
| $34.87 | $35.45 | $34.86 | $9.182M | 261.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 866 | $35.19 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $35.21 | 14 | 1 |
View Market Depth
| Last trade - 15.20pm 28/11/2024 (20 minute delay) ? |
| SOL (ASX) Chart |
