In this week’s show
03:13 – Q1:I don’t know if this question is appropriate for Virtually Live and couldn’t ask on your platform as I couldn’t load picture I did have 9 hybrids in my portfolio but most have matured. I still have some in the income portfolio plus GCI. I was looking about and came across Macquarie ETF…MQYM…listed 2/25, .59% fees, monthly distribution, good yield but a very small fund $141 m. Looking at the page on NAB Trade the figure circled ( pic below) hit me in the eye…..down 32,769%. What is that figure referring to and should I look elsewhere. Do you think small ETF this one $141m is disadvantaged compared to larger ones like MQIO at $.2.8b
06:13 – Q2:Could you please review this share: Stock: Pantoro Gold Limited (PNR).
09:02 – Q3:The takeover of Mayne Pharma (MYX) will yield a payout to shareholders of $7.41. This is set to settle in the next 1-2 months, yet the stock is trading at around $7 (in fact it closed at $6.90 yesterday). Why the significant discount so close to the deal completing? What am I missing? What is the risk?
13:28 – Q4:Can you please explain a little more about how an investment in MOT works? They are trading at a pretty decent discount to their NTA, and I cant see why. I bought a few months ago. The share price remains very steady (not subject to broader market volatility) and they are paying a strong dividend every month, which has been automatically reinvested, meaning that my holding is increasing monthly. The value of the dividend is excellent, equating to an annual yield of almost 10%. Seems to easy, what’s the catch?
20:35 – Q5:I refer to the take over offer by DP World for Silk Logistics Holdings. I would like to know your current thoughts on the chances of the ACCC refusing to allow the take over.
