Virtually Live: 8th December 2022

Last update - 8 December 2022 By Rivkin

In this episode of Virtually Live, Shannon Rivkin covers: Pacgold (PGO)marley Spoon AG (MMM), Polynovo (PNV), Bigtincan Holdings (BTH), GR Engineering (GNG), and the most recent interest rate increase.

In this week’s show

  • 0:35 – Q1: i would appreciate your comments on Pacgold PGO? Historical privately owned mine in North Queensland who have hit some nice gold grades at their Alice River project
  • 3:41 – Q2: I hold some MMM (Marley Spoon AG) shares and they have announced an Accelerated Non=Renounceable Entitlement Offer. What are your thoughts around this? is there any upside? Does it indicate something deeper within the company?
  • 6:24 – Q3:  Polynovo (PNV) are having an spp issue at $ 1.90. is there any value adding to my small holding? as the shares have been down the tubes for some time.
  • 7:43 – Q4:  What are your thoughts on the likelihood of the current takeover offer for Bigtincan Holdings (BTH) becoming a firm one and succeeding, or another offer coming up? Is it on your watchlist, or worth taking a small speculative stake in, in your opinion?
  • 9:35 – Q5: I would appreciate your thoughts on GR Engineering (GNG). Yield is excellent but I would like to know about its sustainability and growth prospects.
  • 11:26 – Q6: What are your thoughts on the most recent interest rate increase?

 

Listen to the audio version

 

Video Transcript (click anywhere to play)

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