In this episode of Virtually Live, Shannon Rivkin covers: Neuren Pharmaceuticals (NEU), CSR Ltd (CSR), Telstra Group (TLS) and more.
00:57 – Q1:What is happening with NEU? Buy more or wait?
04:46 – Q2:Auswide Bank after performing quite well over a long period of time had a big drop in profit and dividend recently, how do you see their prospects from here please?
07:59 – Q3:1.I’d appreciate Shannon’s thoughts on the takeover of CSR by Saint-Gobain of France as an Event trade? I have a small holding in CSR but was thinking of increasing my stake.
2.The other question is what will Saint-Gobain do with CSR’s stake in the Tomago Aluminium Smelter.
10:20 – Q4:You recommended buying Telstra, is this because of the dividend or expecting growth shortly?
11:15 – Q5:I bought into PBP & MIL. Can you provide an update next time on those deals please?
13:13 – Q6: Given the uncertainty of China’s continual growth and the availability of iron ore from other exporters, do you think our holdings of RIO,BHP and FMG in our Blue-Chip portfolio should be reduced.
15:25 – Q7: When is IPL supposed to be finalized?
16:41 – Q8: FMG is it a good buy now or wait woodside would it be a good buy now?
18:46 – Q9: Are you able to give me an insight into the APA Group e.g. its investment in gas, electricity and renewables and future direction.
21:00 – Q10: Do you have any opinion on TPG?