In this episode of Virtually Live, Shannon Rivkin covers: Global Data Centre Investment (GDC), Charter Hall Group (CHC), Hotel Property Investments (HPI) and more.
01:33 – Q1:Although not an official recommendation, now that GDC have shed approximately $2 in dividends/capital return and are trading at around $1.40 , do you see further upside or is it time to exit?
04:26 – Q2:Should we vote to accept the offer from Charter Hall of $3.85 for HPI? The offer closes on the 26/11 at 7pm. I watched the Events Portfolio Video Update last Thursday 7/11 but it wasn’t clear if we should accept or wait in the hope of a better offer?
07:30 – Q3:Would you please comment on where you think gold and silver prices are headed following the recent pullback?
10:56 – Q4:What is your thoughts on GDC – Global Data Group?