Virtually Live: 27th August

Last update - 27 August 2020 By Ignacio Larralde

In this question-packed episode of Virtually Live, Shannon Rivkin provides a brief reporting season update and covers; Carsales.com (CAR), Pro Medicus Limited (PME), AGL Energy Ltd (AGL), the Sydney Airport (SYD), Northern Minerals Limited (NTU), Uniti Group (UWL) and Lynas Corporation (LYC).

In this week’s show

  • 0:21 – Reporting season discussion
  • 1:08 – Q1A: Could please give me your thoughts on Carsales.com (CAR)?
  • 3:40 – Q1B: Could please give me your thoughts Pro Medicus Limited (PME)?
  • 5:46 – Q2: What are your thoughts on AGL Energy Ltd (AGL)?
  • 8:52 – Q3: What’s your opinion on the Sydney Airport (SYD) Retail Entitlement Offer?
  • 12:14 – Q4: Could you please share your view on Northern Minerals Limited (NTU)?
  • 15:22 – Q5: How long do you think we might remain with Uniti Group (UWL) shares after the takeover?
  • 17:17 – Q6: What’s your view on Sydney Airport (SYD) and where the share price will go post this capital raising?
  • 20:28 – Q7: What are your thoughts on Lynas Corporation (LYC) and how do you see the price of rare earth oxides being affected by global demand and Chinese supply? 

 

Listen to the audio version

 

New Educational Videos

Members should also watch out for the first of a new series of educational videos that Rivkin plans on producing. These videos will be 3 to-6 minutes in length. We don’t want to inundate members with emails, so you can opt in to receive emails when they are released or you can simply see them on the website. The first one is discussing the opening and closing rotations on the ASX and can be found through HERE.

Rivkin does not take into account your or anyone else’s personal situation in their market and stock commentary. Please keep this in mind when you are taking buy and sell decisions about any of these stocks that are mentioned in our Virtually Lives.

Video Transcript (click anywhere to play)

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