11 October 2023

In this episode of Virtually Live, Shannon Rivkin covers: Origin (ORG), Travel Management (CTD), InvoCare (IVC) and more.

In this week’s show

03:35 – Q1:I hold Newcrest, what is your view on the current scheme implementation deed for or against valuation proposed?

05:26 – Q2:I consequently have recently bought three parcels of PDN for our SMSF, two above and one below the current share price of approx $1. Just wondering if we could perhaps have a followup comment given the recent closes have been roughly 30% below Morningstar’s Fair Value of $1.366. It appears excellent value to me as one who steers clear of ETFs through essentially a lack of understanding how they work.

07:28 – Q3:What’s the latest with invocare?

10:55 – Q4:I am thinking of buying Corporate Travel Management (CTD). The annual results and profit guidance seem to indicate the business is going well but the share price has pulled back over the past 6 months. Can I please get your view?

12:37 – Q5:What’s your view of Origin (ORG) now that the ACCC has approved the deal?

Do you have a question for Shannon?

Send it through and he’ll answer it in the next edition

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