Virtually Live
Markets
Australia

Virtually Live: 13th February

13 Feb 2020
By
Shannon Rivkin has tried a new format for our traditional Virtually Live. Ramelious Resources (RMS:ASX) , Macquarie Bank (MQG:ASX), Caltex (CTX:ASX) are the three stocks that he will be answering questions on this week.

In this week’s show

  • 3:35 – Q1: Please provide your view on the recently announced Ramelius takeover attempt for Spectrum Metals.
  • 6:30 – Q2: Macquarie Bank is issuing hybrids in the form Macquarie Bank Capital Notes 2 (BCN2)  to raise $400 million more or less.  Can you discuss and compare to our current hybrid holdings?
  • 11:30 – Q3: With an improved offer for CTX on the table can you discuss the takeover appeal with special emphasis on available franking credits.

 

 

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 keep this in mind when you are taking buy and sell decisions about any of these stocks that is mentioned in our Virtually Lives.

 

 

 

View Comments

34
Comments

Keith Eglen

Not impressed with VL this time, sorry Shannon, you did your best but lots of background noise and charts too small to be viewed!

Shannon Rivkin

Hi Keith,

I appreciate the feedback and do not think we will be doing it that way again! Sorry it didn’t turn out as well as usual.

Regards,
Shannon

Bruce Glimmerveen

Hi Team,
With an improved offer for CTX on the table can you discuss the takeover appeal with special emphasis on available franking credits.
Thank you Bruce from NSW.

Bruce Glimmerveen

Hi Team, Macquarie Bank is issuing hybrids in the form Macquarie Bank Capital Notes 2 (BCN2)
to raise $400 million more or less. Can you discuss and compare to our current hybrid holdings.
Cheers Bruce from NSW.

Ian Guy

Hi Guys
I have been trading through the Rivkin CMC platform now for a while and recently downloaded the CMC mobile app from the Play store. Unfortunately I do not seem to be able to login through the app. Is this a bug or is the Rivkin platform not supported through the app. Keep up the good work.
Ian

Rafael Alton

Dear team, please provide your view on the recently announced Ramelius takeover attempt for Spectrum Metals.

Ron Hill

What has happened to the connection to CMC in the new website format. I would always go the the Rivkin website to see the latest updates but also to check my watchlists which I no longer seem to be able to do. It was convenient to get all of my investment information from the Rivkin website.

Alan Stewart

Hypothetically if an investor (like myself) got the jitters about the market and sold off all stock other than the income portfolio and increased all income holdings proportionately how would you consider that on a risk level?
eg. what has happened to the income stocks in past market downturns

Nathan Smith

Hi Shannon and Thomas, could you please update me on the possible date when apt, returns the over subscription capital.
By the way Happy New year to Rivkin and Team etc.

James Yewers

Nearmap NEA has dropped 30% on profit guidance. It is also a heavily shorted stock. Has it been oversold and does it present a buying opportunity?

Gayle Brown

Hi, I have been a holder of LEP since 2012. Since that time I have periodically increased the holding…but I am not the only one, the largest shareholder, Caledonia Investments has regularly and systematically been increasing it’s shareholding also and has now reached approx 38%. What I have noticed is that in it’s latest 2 notices it has been using cash settled swaps rather than buying the direct securities. A couple of years ago Caledonia made an aborted takeover attempt. Is this a potential sign that they may try again?

Monika & Wayne Skinner

Hi guys, what are your thoughts on QAN, after the virus scare do you consider it will be business as usual. I note today that they have announced their China routes will stay open.

Daniel Panasiuk

Morning, can we please get a 101 update on whats happening with asx code: ISX.

Mervyn Yee

Hi Shannon.

PNC has fallen to $1.765 today. The original recommendation said this trade was relevant to people in low tax paying vehicles… at $1.765, is this trade now relevant for people in higher tax paying vehicles? Also, can you please clarify why this trade is a high risk arbitrage when there is a cash offer on the table?

Thank you.

Ali Oral

Hi Mervyn,

We will address your question in the Virtually Live on 30 January 2020.

Cheers
Ali

Ray Clifford

Hi team,

Over the years I have purchased shares through a few different brokers and received shares through IPO’s, that has scattered my holdings so I can’t just look in one register to see my entire holding.

I am aware that I can transfer shares from one broker to another, thereby allowing me to see all of my portfolio in one place. Is there any downside to doing that ? Or is there any upside that I haven’t thought of ?

With thanks,

Ray
Wardell

Ali Oral

Hi Ray,

We will address your question in the Virtually Live on 30 January 2020.

Cheers
Ali

Axel Neumann

Well, that was a bit of a waste of time! I normally look forward to your comments and have learned over the time to buy any of your “by the way” recommendations, as 80% of them turn out to be winners!
BUT THIS SHOW WAS A DISASTER!
Take some of the money, we all have, and and get a proper audio engineer in the studio, so we might actually understand what You are saying! But this time somebody might have overdone the ‘echo-chamber-hall’ effect!
NOT HAPPY , JAN !

Kind Regards

Axel

Thomas Brunton

Hi ALex,

apologies for any inconvenience incurred as a result of the technical issues we faced. The issue has since been fixed and an email was sent yesterday with a detailed overview of all content covered in last weeks episode. If you didn’t get a chance to view the content, please click here

Kind regards,

Thomas Brunton

Phillip Kariatlis

Would you recommend HSN as a stock worth purchasing?
thank you

Ali Oral

Hi Phillip.

We will address your question in the Virtually Live on 30 January 2020.

Cheers
Ali

Bruce Glimmerveen

Hi Team,
Is there any update on our event trade OMN?
Bruce from NSW

Paul Farrugia

Re QMS Media Ltd Scheme Meeting, will we be intraucted how to vote please. Thanks you.
Paul Farrugia 11456

Patrick Nield

Patrick from WA
Hi to the team. Would you be able to give your opinion on IVE Group (IGL) as a reliable dividend stock.
With thanks to the team

Daniel Panasiuk

Would be good if you could add to virtually live an educational piece. For example how to “jump the que”, the role of “intermediary banks when transferring cash overseas”, for events trades can you add the last day you can buy to be entitled to the franking credits please. A tutorial on how to navigate your challenging new website would also help.

Ralph Hamilton

Hi Team, Ralph from Brissie here.
What is your opinion of the regional banks. As you would expect, I am a BOQ investor, and customer. BOQ in the past, has always been good to me, both as a long term and short term investor. Are they now still worth holding, or is it time to go elswhere?

Thanks Team.

William O'Loughlin

Hi Ralph,
We will address your question in the Virtually Live on 16 January 2020.
Cheers,
William

Bruce Scott

Hi All at Rivkin Happy New Year
I have been looking at Spark Infrastructure (SKI) And would appreciate your opinions
The Dividend Yield is currently at 7.4 % and the P/E Ratio looks a little on the High Side at 26 .
Currently Trading at its 52 week low end of the scale at $2.08
Regards Bruce Maroubra.

William O'Loughlin

Hi Bruce,
We will address your question in the Virtually Live on 16 January 2020.
Cheers,
William

Ian Guy

Hi guys
I have been offered shares in the upcoming NST (North Star Resources) share purchase plan. The shares are offered at $9 a share and are currently trading at around $11.90. It seems to be a no brainer but am interested in your thoughts.

Cheers Ian

William O'Loughlin

Hi Ian,
We will add this question to be answered in the Virtually Live on Thursday 9 January.
Regards,
William

John Gordon

Hi Team,
Would you please give us your thoughts, on the consequences of these terrible bush fires on ASX listed companies. Which will profit and which will loose, as a result. My thinking is, I would not buy into an insurance company, right now. On the other hand. building supply companies will do better, but probably a year down the line. Will it make much difference to retailers, like HVN or SUL, etc?
I would appreciate your thoughts.
Best regards,
John
NSW

William O'Loughlin

Hi John,
We will add this question to be answered in the Virtually Live on Thursday 9 January.
Regards,
William

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