Virtually Live: 6th January 2022

Last update - 6 January 2022 By Rivkin

In this episode of Virtually Live, Shannon Rivkin covers Ozgrowth (OZG), Westoz Investment Co (WIC), Vifor Pharma (VIFN), WiseTech Global (WTC), 4DS Memory (4DS), the Westpac buy back, the Z Energy (ZEL) takeover, and the Centaurus Metals Limited (CTM) purchase plan.

In this week’s show

  • 0:18 – General market update
  • 1:26 – Q1: I am interested in your thoughts on the scheme implementation agreement where WAM Capital proposes to take over both Ozgrowth (OZG) and related entity Westoz Investment Co (WIC)?
  • 4:03 – Q2: it is my understanding that as a result of CSL acquiring Vifor Pharma they will conduct a SPP. Would you recommend taking up the offer or otherwise?
  • 5:28 – Q3: Just wondering your current thoughts on WTC, Wisetech Global as a long term play?
  • 8:35 – Q4: 4DS seems to be a speculator, what’s your view to there being any upside?
  • 10:09 – Q5: What is your position on the Westpac buy back?
  • 11:09 – Q6: a question on the ZEL takeover. Who will purchase Gull?
  • 14:11 – Q7: What do you think of the CTM Share Purchase Plan, Is it worth investing in?

 

 

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 this in mind when you are taking buy and sell decisions about any of these stocks that are mentioned in our Virtually Lives.

Video Transcript (click anywhere to play)

Be the first to know. Get the Morning Market Wrap each morning.