Virtually Live: 13th February

Last update - 13 February 2020 By Ignacio Larralde

Shannon Rivkin has tried a new format for our traditional Virtually Live. Ramelious Resources (RMS:ASX) , Macquarie Bank (MQG:ASX), Caltex (CTX:ASX) are the three stocks that he will be answering questions on this week.

In this week’s show

  • 3:35 – Q1: Please provide your view on the recently announced Ramelius takeover attempt for Spectrum Metals.
  • 6:30 – Q2: Macquarie Bank is issuing hybrids in the form Macquarie Bank Capital Notes 2 (BCN2)  to raise $400 million more or less.  Can you discuss and compare to our current hybrid holdings?
  • 11:30 – Q3: With an improved offer for CTX on the table can you discuss the takeover appeal with special emphasis on available franking credits.

 

 

Listen to the audio version

 

New Educational Videos

Members should also watch out for the first of a new series of educational videos that Rivkin plans on producing. These videos will be 3 to-6 minutes in length. We don’t want to inundate members with emails, so you can opt in to receive emails when they are released or you can simply see them on the website. The first one is discussing the opening and closing rotations on the ASX and can be found through HERE.

Rivkin does not take into account your or anyone else’s personal situation in their market and stock commentary.  Please keep keep this in mind when you are taking buy and sell decisions about any of these stocks that is mentioned in our Virtually Lives.

 

 

 

Video Transcript (click anywhere to play)

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