15 November 2023

In this episode of Virtually Live, Shannon Rivkin covers: Allkem (AKE), Vulcan Energy Resources (VUL), Delta Lithium (DLI) and more.

In this week’s show

02:54 – Q1:I hold AYUHD as part of the ASX Income Portfolio. The issuer of these, Australian Unity, has sent me an invitation to buy their new bonds, AYUHE. The interest rate will be floating Market Rate plus 2.50 % p.a. Would you recommend this as an addition to the Income Portfolio?

05:41 – Q2:I am AKE shareholder with 2000 shares I don’t understand that after merger A6lkem is supposed to own approx 56% of the the Co NewCo The question is why is it based on 1 NewCo for 1 AKE By my calculation i believe i should recieve 2240 for my 2000 Does all that make sense Can you please explain?

08:40 – Q3:Can you please comment on can. Fex Iind and VUL?

14:40 – Q4:What do you think of Delta Lithium (DLI)?

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