In this week’s show
00:14 – Q1: What is your view on Perth Mint Gold (PMGOLD.AXW).
01:06 – Q2: What’s your current view on Wisetech (WTC)? The share price had recovered a lot of lost ground recently. In my view the two biggest questions hanging over it are the effects of: (1) the trade war on its operations, and (2) the management- and personal issues surrounding the founder. How do you see the risk/reward ratio of this one?
07:45 – Q3:1.Question re Life360 convertible notes – reading the press release could you explain what it means, can we participate as share holders? or is it purely an institutional opportunity?
14:53 – Q4: I hold a lot of SOL shares. some in super some in a company. with this merger to take place should hold sell or sell a few ?
16:53 – Q5: I have enjoyed good performance from Aspen, APZ, and am participating in their share purchase plan at a big discount to the market price which now looks a bit rich to me, what is your opinion please.
19:00 – Q6: I hope I’m not too late with this question. I hold ASB. Hanwha Group announced that it has received approval from the Committee on Foreign Investment in the United States to increase its shareholding in Austal up to 100 per cent. Looks like ASB hasn’t confirmed this statement yet. But what are the implications for ASB. It is up 7% on the announcement.
21:15 – Q7: Monash IVF has fallen a lot following news releases about errors in embryo transfers. I’m interested in your thoughts on whether you think there’s a good short to medium term chance of share price recovery based on the fundamentals of the company, company leadership & the market it operates in that might make this a good entry point / buying opportunity – or do you think the future outlook is to the downside?
24:26 – Q8: JLG has indicated today that they have received a takeover proposal. The shares are up around 14%. Is this company on your radar. I do own a couple, which I bought back on 18th March due to all the floods etc.
