In this week’s show
06:22 – Q1: Would like your thoughts on AI, which is going to have an enormous influence in the future. What companies are best to invest in?
10:12 – Q2: Could you please give me your views on MPW Metal Powder Works? It has only been available for a short time, but it has gone up in value very quickly. What I am to believe is that the new technology is of interest to the defence forces and industries of metal fabrication.
14:33 – Q3: I’m looking to buy SMP as an event trade, but notice that exchange rate movements mean the offer is worth A$1.08 today versus A$1.10 two weeks ago.
- Which direction do you think the exchange rate is likely to head over the next 2 months?
- Looking at the Scheme document, I estimate the Scheme booklet is likely to be out in the next few weeks. What’s your best guess about the payment date for this, assuming all goes smoothly?
16:55 – Q4: You’ve mentioned hedging the exchange rate in the past for these types of situations. Can you explain briefly what instrument I would need to purchase here? And a rough idea of what value of SMP shares I would need to own to make hedging worthwhile?
