In this episode of Virtually Live, Shannon Rivkin covers: South32 Ltd (S32), link (LNK), McMillan Shakespeare (MMS), Nearmap (NEA), franking credits, and Tassal (TGR).
In this week’s show
- 0:18 – General Update
- 3:21 – Q1: What are your thoughts on South32 Ltd (S32)?
- 5:04 – Q2: can you do a rough sum of the parts calculation for link (LNK), giving your opinion on the high value and the conservative value?
- 10:31 – Q3: Two recent recommendations MMS & NEA are now trading below the recommended entry price. What seems to be the reason behind the recent selling? On another matter, what is your take re the recent announcement that the Labour Government is once again trying to meddle with the franking credits?
- 13:14 – Q4: I would appreciate your thoughts on the proposed takeover of Tassal (TGR)?
- 14:05 – Q5: Could you please comment further on NEA take over at $2.10 and why this share has now dropped so much. Do you think with the court case against NEA by Eagleview for infringement of patients could lead to the same result we suffered with LNK ?
Should we start to cut our losses?
Listen to the audio version
