In this episode of Virtually Live, Shannon Rivkin covers: Graphene, Avita Medical (AVH), BHP (BHP), Pendal Group (PDL), Perpetual Limited (PPT), iselect (ISU), Gold Road (GOR), De Grey Mining (DEG), CH4 Global, Resapp Health (RAP), and Pfizer (PFE).
In this week’s show
- 0:18 – General market update
- 1:49 – Q1: I recently heard of a Qld Uni developing Graphene as a product for future battery construction. Are there any Australian companies worth investing in to take up perhaps a future opportunity in Graphene?
- 4:00 – Q2: I would like to get your thoughts on Avita Medical (AVH). I have a shareholding in them and the price has fallen quite a lot over the last year or so, although I cant see any real reason why the falls have been as substantial as they have been. I was wondering if you had any thoughts and whether you could see a path to recovery for them?
- 7:17 – Q3: Given BHPs strong dividend, would a smart investor with some spare cash, buy at todays prices for the strong dividend $2.47 with an ex: date of Sep 1 and sell around the Sep 5? Or am I missing something?
- 9:20 – Q4: What are your views of the Pendal/Perpetual take over? I am holding some PDL, but I am concerned that the ACCC will not permit the transaction. I would appreciate your opinions.
- 11:02 – Q5: What are your thoughts on iselect (ISU) as a takeover arbitrage at 28 cents?
- 13:41 – Q6: Gold Road have taken a 19.99% stake in De Grey Mining but have stated they do not intend to buy DEG. Lots of others have also taken large stakes in this company (DEG) recently. It seems almost certain someone will make a takeover bid for DEG at some point. What do you think?
- 14:54– Q7: CH4 Global appeared on Landline on Sunday and have red seaweed that inhibits methane production and a small amount Allegedly reduces emissions in cattle by an amazing 95%. Is this company producing a profit and should it be on our radar?
- 16:06 – Q8: I’m just wondering if there is a potential arbitrage if one was to buy RAP at 19c and accept Pfizer’s offer of 20.8c via a Scheme of Arrangement. Do you have any thoughts about this potential high risk arbitrage play as the last day of trading for RAP shares is scheduled to be Wednesday 14th September?
Listen to the audio version
