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i bought SOL first , and after going through the shareholder newsletter ( ahead of the AGM ) decided to buy into BKW about 15-18 months after i bought into SOL , the BKW entry price was just over $10 including brokerage i was intrigued to see the disposal of the Austral Bricks business in WA ( because it was a loss-maker ) i would have thought that would have been 'turned around ' for a future growth storyIMO Australia is going to a very dark place if WA has lost it's growth potential ( over the mid-term am still holding both SOL and BKW but will be watching and thinking ( and in no hurry to add to either holding )if SOL/BKW is genuine about internet logistics watch to see if they increase their stake in TPG ( rather than TUA )
i bought SOL first , and after going through the shareholder newsletter ( ahead of the AGM ) decided to buy into BKW about 15-18 months after i bought into SOL , the BKW entry price was just over $10 including brokerage
i was intrigued to see the disposal of the Austral Bricks business in WA ( because it was a loss-maker ) i would have thought that would have been 'turned around ' for a future growth story
IMO Australia is going to a very dark place if WA has lost it's growth potential ( over the mid-term
am still holding both SOL and BKW but will be watching and thinking ( and in no hurry to add to either holding )
if SOL/BKW is genuine about internet logistics watch to see if they increase their stake in TPG ( rather than TUA )
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