In this week’s show
00:16 – Q1:Your thoughts on lithium prices and whether the price has bottomed out?
04:23 – Q2:How do you see the US tech stocks, are they getting ahead of themselves or do their future earnings justify their share prices ?
07:57 – Q3:I would appreciate your views on SLH which is subject to a Scheme of Arrangement with DP World. Arbitrage is small at this point at around 3% but seems to be relatively short term with completion expected 2/25 and therefore >10% annually. Is it worthwhile and is there any possibility of competing offers?
09:29 – Q4:You have a buy recommendation for LTM in the ‘instruction’ table at no higher than $8.00 and the original buy recommendation in the Portfolio of $8.28. Is there a reason for this ? I may have missed something.
11:56 – Q5:Just wondering your thoughts on Resmed. I’m thinking of taking some of my recent profit on WTC and putting it into Resmed. I’ve read a couple of reports suggesting they’re reasonably priced currently, and with 900 million suffering sleep apnea, the longer term prospects are good.
16:03 – Q6:Please can you provide some more comprehensive advice on BIGTINCAN (ASX BTH) now that Vector Capital appear to have rejoined the action so now do we have 2 bidders. Maybe a bidding war is on the cards?
19:13 – Q7:I would like to get your views on PLS which has fallen substantially and lithium in general?
20:47 – Q8:Lovisa and IPD Group have both suffered significant falls since their AGMs last week. Could you please share your thoughts on each?
