In this jam-packed episode of Virtually Live, Shannon Rivkin and Thomas Brunton discuss; Connected IO (CIO), Dragontail Systems (DTS), Nearmap (NEA), Qantas (QAN), Alumina Ltd (AWC), iSignThis (ISX), Pro Medicus (PME), Afterpay (APT) Along with these shares, the team also discusses potential takeovers of Consolidated Operations Group (COG), Emeco Holdings' (EHL) acquisition of Pit and Portal as well as the 3-6 month market impacts of the Coronavirus.
In this week’s show
- 0:43 – Q1: Could I have your thoughts on 3 stocks. Connected IO (CIO), Dragontail Systems (DTS) and Nearmap (NEA)
- 4:20 – Q2: Has Nearmap (NEA) been oversold, and does it present a buying opportunity?
- 8:26 – Q3: What are the likely short term (3-6 months) effects of the Coronavirus on the Australian economy and which sectors are most exposed
- 11:34 – Q4: What are your thoughts on QAN, after the virus scare do you consider it will be business as usual?
- 12:51 – Q5: What is your view on Emeco Holdings (EHL) acquisition of Pit and Portal?
- 15:13 – Q6A: I want to ask if Alumina Limited’s (AWC) dividend can be maintained?
- 17:00 – Q6B: Is there a current takeover on Consolidated Operations Group (COG)? If so, is it worth getting into?
- 21:36 – Q7: Can we please get a new update on what is happening with iSignThis (ISX)?
- 23:44 – Q8: Is Caledonia Investment’s increased shareholdings in ALE Property Group (LEP) a sign for a potential takeover attempt?
- 27:13 – Q9: Could you please update me on the possible date when Afterpay (APT) returns the over subscription capital?
- 28:05 – Q10: What has happened to the income stocks in past market downturns?
- 32:27 – Q11: Question on the exit of strategy of Pro Medicus (PME)
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 keep this in mind when you are taking buy and sell decisions about any of these stocks that is mentioned in our Virtually Lives.
