Virtually Live: 4th January 2023

Last update - 4 January 2023 By Rivkin

In this episode of Virtually Live, Shannon Rivkin covers: Bigtincan Holdings Ltd (BTH), Arafura Resources (ARU), Pendal group ltd (PDL), and Perpetual Limited (PPT).

In this week’s show

  • 2:08 – Q1: Would it be worthwhile taking up the SPP of BIGTINCAN HOLDINGS LTD for 60c/share by 18 Jan 23
  • 5:25 – Q2: I have shares in Arafura Resources. They are offering a share purchase plan at 0.37/share. Would you accept the offer, last trade was 0.43.
  • 6:50 – Q3:  I am interested in your thoughts on the Pendal/Perpetual (PDL/PPT) merger. It seems to me that PDL shareholders are being dudded! They get one PPT share for every 7 of PDL plus a cash payment of $1.69, whereas current market prices suggest that it should be more like 5 for 1. Is there anything that PDL shareholders can do to ameliorate this unfavorable outcome?

 

Listen to the audio version

 

Video Transcript (click anywhere to play)

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