Strategic long term investor Washington Soul Patts (SOL) is set to buy BKW for $30.28 with both boards supporting the transaction. This extremely well respected company clearly sees value into the current sector downturn – in 2024, the business generated ~37% of its revenue from North America.
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Buy Hold Sell: The best and worst performers of FY25
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Friday 1st August – Dow off -33pts, SPI down 64pts
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Thursday 31st July – ASX -15pts, RIO, FLT, BPT
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MM is neutral BKW ~$33
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CSR v Brickworks (BKW)
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