Virtually Live: 27th March 2024 - The Rivkin Report

In this week’s show

01:35 – Q1:Do you have an opinion on Fleetwood who have moved into modular building.

04:19 – Q2:Do you have any thoughts re Myer and Premier Investments? There are rumors of Premier taking over Myer or maybe a reverse takeover which would lead to a breakup of Premier.

08:48 – Q3:Just wondering your thoughts on the chances of the ACCC blocking the $9B merger of Chemist Warehouse with Sigma?

12:30 – Q4:Pilbara has frequently been touted over the last 4 months as one of the best Australian Lithium shares to hold, if not the best one. In the same period the consensus share price value has slipped around 40 cents or circa10% from $4.20 to $3.80 whereas the actual share price has fluctuated around $1.20 between $3.20 and $4.40+.
PLS recently announced a JV with Gangfeng to enter into a feasibility study with a view to becoming involved in downstream processing.

Do you see this as a positive or negative? Where to you see the PLS share price moving to from here? Are you able to nominate a price target?

Do you have a question for Shannon?

Send it through and he’ll answer it in the next edition

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