8 January 2025

In this episode of Virtually Live, Shannon Rivkin covers: Rio Tinto (RIO), Arcadium Lithium CDI (LTM), Austal Ltd (ASB) and more.

In this week’s show

00:30 – Q1:What is your opinion on Rio Tinto (RIO)?

 

04:20 – Q2:Can you maybe throw any light on legal action taken against LTM by some major shareholders in the US which maybe a reason for the depressed price?

 

06:46 – Q3:I haven’t yet understood how an REIT can remain adequately  liquid if they pay out  over 90% of taxable income in distributions as required by law. ( Seems the same law applies in USA). Your comment would be greatly appreciated.

 

09:32 – Q4:I still hold Austal Limited (ASB) from a value portfolio recommendation from 2020. It has been down over the years but is now close to where I bought it. What is your position for this stock? Sell or continue to hold?

 

11:32 – Q5:Happy New Year, given the situation with the falling A$ wrt US$ is it a good time to top up on FGG?

 

14:12 – Q6:I’m yet to get set in LTM. What are your thoughts on its value at the moment?

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