Virtually Live: 9th July 2025 - The Rivkin Report

In this week’s show

00:15 – Q1: We note that Silk Logistics Holdings rose from $1.50 to $1,69 yesterday. Please provide us with your advice on why this happened.

03:02 – Q2: Do you have thoughts that we should all be reducing our Bank hybrids, as some are suggesting, or are these managers wanting us to convert to ETFs? The hybrids that I hold were mainly purchased before the rule changes, ie, 100.

06:12 – Q3: Could you please give me your thoughts on the SPP on offer by XERO ?

10:08 – Q4: A company called Pek is up for takeover by a Chinese company. Do you have an opinion on this stock?

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