Solvac
SOLV
is a mono-holding, it owns 30% of $SOLB
SOLB
So I imagined they would both go up and down the same amount.
However, they don't.
Interesting.
I imagine the reason for this is that SOLVAC is owned mostly by the family that used to fully own Solvay chemicals.
fun side fact SOLVAC also pays a higher dividend which is interesting.
It's interesting to see what this company does.
For example, It is selling a lot to airline manufacturers and was counting on 40k new planes being ordered this year.
hmmm logically they withdrew all that guidance.
Will take a second look at them over the weekend.
Rabbi
SOLV
is a mono-holding, it owns 30% of $SOLB
SOLB
So I imagined they would both go up and down the same amount.
However, they don't.
Interesting.
I imagine the reason for this is that SOLVAC is owned mostly by the family that used to fully own Solvay chemicals.
fun side fact SOLVAC also pays a higher dividend which is interesting.
It's interesting to see what this company does.
For example, It is selling a lot to airline manufacturers and was counting on 40k new planes being ordered this year.
hmmm logically they withdrew all that guidance.
Will take a second look at them over the weekend.
Rabbi
评论:
1 solvac is 1.5* solb
www.solvac.be/wp-con...port-2019-NL-S15.pdf
If you do not speak dutch here is the short explainer:
Solvac is less liquid
and more important the value of 1 solvac is 1,4 solvb share - debt that is inside solvac.