In this week’s show
00:15 – Q1:What’s your view on the Reject Shop code TRS? by the way love your show.
04:42 – Q2:Can you explain why SWM is struggling compared to NEC when they appear to be similar companies?
08:33 – Q3:What is your view of the Orica proposal?
11:11 – Q4:With the ASX currently hitting record highs, is there a case for cashing out stocks & putting proceeds into a selection of say cash or hybrid ETFs to preserve the current gains. We hold a small group of stocks that are over 50% up with a $ gain in excess of $110k. Thinking of doing so pending the current dividend round.
14:56 – Q5:With a belief in the future of Lithium I have some small holdings in PLS, IGO and LTM and I’d welcome your thoughts please. It seemed to me that IGO may recently be getting the cold shoulder from its partners in Greenbushes in respect to continuing to receive a strong revenue/ profit stream. Without Greenbushes are they actually profitable? Greenbushes seems a great asset, but they have a minority stake, so lack of control it seems. In fact, I wondered if that asset alone was worth their share price?
As for LTM I became a shareholder as I was in Allkem which I felt confident about and LTM seems ok, maybe even better prospects. Do you have any guidance on these?
20:58 – Q6: I have a large holding in Boral which has a takeover bid from Seven Group Holdings, and I am debating whether to sell now and reinvest into dividend yielding shares like BHP or hold until the takeover is complete. Which do you think would yield a better result? I also hold Orica and I am interested to hear your thoughts on the future of this company, they seem to be expanding quite rapidly.”
24:01 – Q7: Just wondering what your thoughts are on the MOT UPP offer?
Do you have a question for Shannon?
Send it through and he’ll answer it in the next edition
