In this week’s show
00:22 – Q1: What do you think is the likelihood the JLG deal acquisition by Pacific Partners will go ahead? As I understand it is a binding agreement subject to court approvals. Do you see any risk on significantly loading the position at current $3.91 a share to get a clip? Thanks again for the great advice.
03:23 – Q2: Noting your comments on last week’s show regarding Telix Pharmaceuticals and the volatility that the Trump administration is causing in the pharma sector, would you say that the same caution should be applied to the growth prospects of Neuren Pharmaceuticals?
05:47 – Q3: Dexus has been steadily rising of late. Is there any particular reason for this or is this just a reflection of the reducing interest rate environment and what that means for the property sector? Overall how do you rate Dexus as a business and its prospects over the next year, noting they are due to report soon?
08:40 – Q4: Could you please comment on the Liontown Resources SPP. I sold all of my LTR shares when the price spiked a few days ago, and need to decide whether or not to participate in the SPP.
10:23 – Q5: Could we have your thoughts on where the Santos take over is at, and what if anything one should be considering with a significant holding please?
13:14 – Q6: Just wondering your medium to long term view on Temple & Webster (TPW)? It’s rallied hard of late and I’m way ahead of my early 2023 entry (4). Really appreciate your input.
17:52 – Q7: I missed the closing date, 7 July, for the takeover offer of Hutchison Telecommunications (Amsterdam)B. V. for Hutchison Telecommunications (Australia) Limited (ASX:HTAI has received a notice that HTABV is now proceeding to acquire the remaining HTAL shares on the same terms as the offer $0.032 cash. Is there any way I can speed this up?
18:55 – Q8: CSL dropped more than 15% after FY2025. Dividend payout is good, but why is the share price dropping?
