Virtually Live: 30th November 2022

Last update - 30 November 2022 By Rivkin

In this episode of Virtually Live, Shannon Rivkin covers: Cobalt Blue (COB), Link (LNK), PEXA Group (PXA), Resolute Mining (RSG), Syrah Resources (SYR), Sunland Group (SDG), Mayne Pharma Group (MYX), Westpac (WBC), MSL Solutions (MSL), Pemba Capital, Copper, Elders Limited (ELD), Readytech Holdings (RDY), and Asafura Resources (ARU).

In this week’s show

0:22 – Q1: What are your thoughts on Cobalt Blue (COB)?
3:41 – Q2: Could you please comment on the proposed PEXA distribution to LNL share holders.
8:00 – Q3: I have Resolute Mining that I bought at $0.25, is it worth averaging down by buying more at this offer price or not?
11:08 – Q4: what are your thoughts on Syrah Resources (SYR) ? Their Graphite mine is said to be a world class asset.
13:22 – Q5: Some time ago I bought SDG, the Stock is currently trading at $1.66 (Ex Dividend) with another $2.21 in Distributions and Capital payments still to be paid with more franking expected. Thoughts?
15:58 – Q6: Wondering what your thoughts were of MYX’s profitability prospects and whether you could share your thoughts on why it would return capital to shareholders rather than invest in itself and restore share value for its shareholders?
18:18 – Q7: Just question about Westpac as a buy. Will the share price drop due to the court cases. Is it worth waiting to buy or is it nothing to worry about?
19:36 – Q8: Link is offering a choice. Either to receive and keep the Pexa shares or to sell all, through a facility they are offering.What is your opinion, to sell or to keep?
20:01 – Q9: What do you think about the pursuit of MSL by Pemba Capital?
21:30 – Q10: Can you talk about Copper for the short to medium term, specifically LYC & SRF? Have played both of these in the past & have taken profit.
24:13 – Q11: Could you please comment on the recent fall in share price of ELDERS LIMITED ASX:ELD?
26:46 – Q12: Could you please comment on the recent developments with Readytech Holdings Ltd (RDY). What do you think of Asafura Resources (ARU)?

Listen to the audio version

Video Transcript (click anywhere to play)

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