In this week’s show
06:56 – Q1:Could you walk through thoughts on NXT and why it’s shate price is dropping significantly recently, seemed to commence before the tariff liberation day.
10:24 – Q2:Can you please advise on the RIO voting in regard to resolution 21 proposed by Palliser Capital In the UK; ending the 2-country listing structure. I don’t trust either the board or Palliser to do the right thing by the little guy so I’m not sure what’s in my best interests.
12:38 – Q3:What are your views on JLG? It’s now a third of its value a year ago. Do you think it still has further way to decline and what are its prospects to recover? More particularly, do you think this sharp decline is just a market cycle they have to weather, or do you see any major concern / risk with the company’s fundamentals?
15:46 – Q4:Looking at the Hybrid portfolio and some have upcoming expiry/end of term eg MQGPD which has a 09/26, given this shorter window for returns is this still worth buying? does the market price mostly follow the return on offer? how soon at the end date does capital get returned?
