Virtually Live: 05 February 2026 - The Rivkin Report

In this week’s show

05:08 – Q1: Could you please advise what to do with my holdings of AOF?

07:51 – Q2: I have been a long-term holder of ALK and consequently ASM and ridden the rollercoaster of ASM from $10+ back down to 50c or so.

Could you please comment on the current proposal for Energy Fuels to acquire all the shares in ASM?

Would you anticipate a competing bid and if not is it likely to have any issues in getting AU FIRB approval?

I need to decide whether to sell out before the deal goes through mid-year or keep in the game and get CDI’s on CommSec and receive the 13c dividend. Any advice that you could provide would be much appreciated.

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