SOL - Washington H. Soul Pattinson and Company

[Dona Ferentes]

Maybe a good way to get in

yup, patiently waiting

but maybe EoY is the last action, and the portfolio has been cleared?

what do they call it; window dressing?

 

[Dona Ferentes]

low for the year [[only 4 days in]]

 

[qldfrog]

low for the year [[only 4 days in]]
View attachment 190661

Was too early..a bit strange as falls is bigger than expected vs asx200.what do we not know?

 

[Bellcose]

Sometimes a few shares changes hands.

SOL substantial holder notice regarding LAU.

and the buyer?

 

[Dona Ferentes]

closing on $32.

as most of SOL holdings are listed (recent excursions into PE and credit notwithstanding) then it's not that hard to value it.

Belli noted the NTA in a recent report was about $30. Every is marked down a bit so there's a way to go?

 

[Bellcose]

closing on $32.

as most of SOL holdings are listed (recent excursions into PE and credit notwithstanding) then it's not that hard to value it.

Belli noted the NTA in a recent report was about $30. Every is marked down a bit so there's a way to go?

From it's last annual report. Note SOL's financial year ends on 31 July.

Obviously, we don't know its present NTA. It isn't an LIC, although some view it as having the traits on one, so it does not provide a updates throughout the FY.

One aspect to keep an eye on is how the composition of the Directors may or may not change. ASIC is mulling over the possibility of limiting the time of Directors to 10 years. Four of SoulPatts have been appointed since 2020 and the Chair (and Non-Executive) has been in that position since 1984.

 

[Garpal Gumnut]

SOL will soon be in add on or tasty buy territory should the XAO keep on falling.

gg

 

[finicky]

@Garpal Gumnut yes, I've been taking abit of notice of BKW but doubt that I'll bite on either. Cash still seems attractive unless something's looking super cheap historically, like Iluka (ILU) atm.

Not Held