In this week’s show
02:42 – Q1:If you are in a managed superannuation fund where do you think that you should allocate your funds at the moment, Australian or International equities or fixed interest or a balanced portfolio etc ?
07:57 – Q2:12% of my share portfolio is in BTH as I started buying quite high and have been averaging down. With the recent jump I am now up 25%. Do you have any thoughts on the potential takeovers as at the moment I plan to continue to hold as I think the upside is greater than the downside.
12:21 – Q3:Could you please comment on mth and the hlx take over. Should I just sell if hlx if it has reached the takeover price or is there more involved?
14:48 – Q4:I was wondering if you have been following or have looked at BIGTINCAN (BTH) lately. They have signed a Transaction with Investcorp (Nasdaq IVCA whereby holders receive 1 Nasdaq Bigtancan share for every 30.07 BTH shares held giving an implied value of A$0.48 per BTH share. An alternative is a cash election of A$0.241 per BTH share but this might be subjected to a scale back. The Nacdaq option looks attractive given the present value of BTH shares at A$0.18. Would appreciate your views on this transaction.
16:31 – Q5:APX purchases plan: is it worth getting more APX shares ?
18:45 – Q6:What are your thoughts on Endeavour, Evolution Mining and NRW?
