SOL +5.95%: a bumper FY21 result for the investment company with regular NPAT up 93%. Contributions from investments in Brickworks (BKW) and New Hope Coal (NHC) were up 95% and 43% respectively while the main drag on the result came from TPG, though mostly as a result in a change in accounting methods relating tot eh investment. WHSP are now finalising a merger with Milton, on track for completion in under 2 weeks’ time. It’s hoped the merger will increase diversity of the portfolio, NAV and increase liquidity and index weighting of SOL.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March
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Friday 9th May – Dow up +254pts, SPI up +3pts
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