Well I for one have often wondered what they would do with BKI. $900 M in shares and really a very low cost ratio. I think it would be great if they sold their stake in BKI to HHL and took the boss at BKI to form part of the new team at HHL. With a captive LIC that size it really pays for a good base of the overheads. It makes both stronger. I see no reason why you cannot have the ethical investment funds separate from the process.
I think its a great play. Much like CIN plays for EVT - CIN is in fact really a good block against any takeover of EVT. CIN holds around 33% of EVT. This is different but the Cross holding between BKW and SOL protect them.
I think it could be very interesting to see how this unfolds...
valuation, page-16
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Last
$34.74 |
Change
-0.220(0.63%) |
Mkt cap ! $12.41B | |||
| Open | High | Low | Value | Volume |
| $35.31 | $35.38 | $34.74 | $10.11M | 289.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 31 | $34.74 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $34.77 | 630 | 1 |
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| Last trade - 16.10pm 03/12/2024 (20 minute delay) ? |
| SOL (ASX) Chart |
