SOL 0.98% $32.97 washington h soul pattinson & company limited

Well I for one have often wondered what they would do with BKI....

  1. 4,503 Posts.
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    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...
 
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