In this week’s show
01:18 – Q1:What is happening with SLH?
08:22 – Q2:JHX James hardy ind has fallen approx. 50% in the past 12 months. It seems the market does not like JHX’s acquisition of the US based Azek. There are some commentators putting a sell on JHX suggesting that it is now a very different business and it is time to sit on the sidelines and watch what evolves. I would be most interested in your views.
12:11 – Q3:Do you have any news on PPS takeover by netwealth is PPS a reasonable buy without takeover?
14:22 – Q4:Could you please speak about owning shares in companies that are limited partnerships in the US- like Western Midstream Partners and Plains All American Pipeline, L.P. Company Information.
How does this differ from holding shares in regular companies?
What are the risks for a shareholder, if any?
16:02 – Q5:The Reject Shop ( TRS) takeover offer looks interesting particularly with the Dividend of $0.171 gross Ex April 17 and Special Div of $1.00 gross. However, the offer of $6.68 is some 115% above the undisturbed share price which would make the downside high if the scheme fails. What would you suggest as an entry price?
