Virtually Live: 1st July 2021

Last update - 1 July 2021 By Shannon Rivkin

In this episode of Virtually Live, Shannon Rivkin covers PEXA Group (PEXA) Initial Public Offering (IPO), Alpha HPA Ltd (A4N), Boral (BLD), the demerger of Woolworths Group Ltd (WOW) and Endeavour Group (EDV), the merger of Milton Corporation Limited (MLT) and Washington H Soul Pattinson & Co Ltd (SOL), Dexus (DXS), Blue Chip, Arafura Resources Ltd (ARU), Crown Subordinated Notes II (CWNHB) and the ASX.

In this week’s show

0:39 – Q1: Can you comment on the PEXA Initial Public Offering (IPO)?
3:53 – Q2: Can you comment on Alpha HPA Ltd (A4N) as a possible back door into lithium batteries?
6:09 – Q3: What’s your view regarding Boral (BLD)?
8:46 – Q4: How are WOW holders being compensated with the demerger from Endeavour?
10:03 – Q5: Should holders of MLT continue to hold SOL long term?
10:59 – Q6: Is it possible to take advantage of SOL/MLT merger for franking credits?
12:11 – Q7: Would you please explain what Dexus (DXS) simplification means and is there any impact on shareholders and your Blue Chip Strategy?
13:32 – Q8: Do you have any thoughts on the new issue of Arafura Resources Ltd (ARU)?
15:53 – Q9: CWNHB dropped from $98.5 to $95 in less than 3 weeks. Was there anything behind that and is it still a hold?
17:56 – Q10: With the ASX coming back so strong this year, would you expect a market correction between now and the end of 2021?

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 this in mind when you are taking buy and sell decisions about any of these stocks that are mentioned in our Virtually Lives.

Video Transcript (click anywhere to play)

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