In this week’s show
02:55 – Q1:I notice Telstra still increase prices and the market responds positively- I’m using Starlink as I’m traveling and it’s brilliant- fast and unlimited- and also being tested for use without the dish so has the potential to be direct to device / I’ll not hesitate to use it when I’m back in NSW – it is literally “ plug and play “ question – is the telco sector liable to be blind to this globally disruptive technology ?
05:33 – Q2:I thought you would find this report interesting and I would like to know your view also, if that’s not stretching the client relationship too far! The author’s reports are published in The Age about once a fortnight and are always very impressive.
10:09 – Q3:Had DRO on my watchlist for a while, Hit $2.72 all time high on Tuesday and from there kept dropping without any news releases or notices. What’s going on? and how does 1 prepare for an uncommon situation such as above?
13:35 – Q4:Thoughts on SIRI reverse 10-1 stock split, should I take it as a good sign or be worried?
15:40 – Q5:I have some questions relating to stocks mentioned in the event portfolio:
– PSQ: With Genesis Capital voting their shares against the Scheme, what do you think the likely outcome of the Scheme meeting is?
– APM: with the recent Refinancing update, does this lower the risk of this trade regarding the ‘material adverse change’ clause?
20:37 – Q6:Just wondering if there is a particular reason for recent increase in QUBs share price?
21:48 – Q7:Question about SUN, should I sell or hold for the acquisition settlement?
