18 October 2023

In this episode of Virtually Live, Shannon Rivkin covers: Bega Cheese (BGA), BHP Group (BHP), Whitehaven Coal (WHC) and more.

In this week’s show

00:21 – Q1:Can you give us your view on BGA? Seems to be quite undervalue and Analyst consensus seems to be it’ll grow by ~20%. I bought at an average price of $2.87 but wondering if there are material financial risks given their current position is unprofitable in 2023. 

03:56 – Q2:Is now the time to sell equities given the new conflict between Israel & Hamas?

07:20 – Q3: There is lots of news about the slowdown and weaker-than-expected growth in China, BHP, and other miners seem to be holding up well, what are your thoughts?

09:43 – Q4: What are your thoughts on the recent rally in uranium stocks, prices have dipped lately, is this a good time to get in?

12:44 – Q5:WHC and NHC have fantastic yields, the stock prices are well off its highs from 2023, do you think this yield is sustainable?

Do you have a question for Shannon?

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

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