RE: SP vs Balance sheet21 Jun 2021 10:14
Good post, Dingo. Never had any truck with the notion that the spin outs have no value built into the sp, myself.
I've certainly added to my holdings (not sold any) to build up my access to more of the spin outs. And I guess, by doing that I have had some small part in increasing the the sp as I've bought. Extrapolate that out to many others doing the same and that, imo, adds a certain value into the sp that is directly connected to the spin outs. Did it again a few minutes ago so as to increase my share of the next one. And will continue to do so as funds become available.