Virtually Live: 1st November 2023

In this week’s show

02:40 – Q1:Rpm Automotive Group now has a PE of around 7.8 and appears to offer value but probably only as a take over target, what are your thoughts please?

06:08 – Q2:I wanted to get your thoughts on LLC. They have performed terribly, much worse than the broader REIT market. Do you see value in retaining LLC with interest rates near the top of the cycle and inflation on the way down (even is slowly)?

09:36 – Q3:Could you please give your view on yal?

13:17 – Q4:I would be interested in your view on where you think Liontown Res LTR value/price will go after Albermarle has walked away from talks and the placement/SPP at 35%+/- discount.

16:58 – Q5: I hold two US real estate stocks called GNL and AGNC which have fallen in price substantially, do you think that they offer value now?

20:47 – Q6: What are your thoughts on the Dug Technology (DUG) and Wildcat Resources (WC8)?

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1 November 2023

In this week’s show

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