Virtually Live: 18th May 2022

Last update - 18 May 2022 By Rivkin

In this episode of Virtually Live, Shannon Rivkin covers: BHP (BHP:SAX), Woodside Petroleum (WPL:ASX), AGL Energy (AGL:ASX), Link administration holdings (LNK:ASX), and Humm (HUM:ASX).

In this week’s show

  • 0:18 – General market update
  • 1:30 – Q1: I am wondering what impact the BHP sell off of divisions to WPL is likely to have on the share price of each of the companies and what impact it is likely to have on their respective dividend rates.
  • 7:14 – Q2: I would like to gave your advice regarding shares of AGL in view of the planned demerger. Is it best to sell the shares or keep them. Does Shannon consider this worthy of his Events investments?
  • 11:29 – Q3:  From Link’s release today to the market: “Link Group is not aware of any reason for the decline in the share price and the elevated trading volumes today” – how can that be truthful – their statement seems disingenuous?
  • 16:25 – Q4:  Regarding the Events portfolio. Any thoughts on Humm (HUM)?

 

Listen to the audio version

 

Video Transcript (click anywhere to play)

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