AFF Member Stock Discussion

[Quickstatus]

ALX= unfranked dividend = taxable income...

8% still good even if unfranked.

Equal to 28c fully franked (with 12c franking credits) which I would have to gross up to 40c and then pay tax on it

 

[Scr77]

We went to T Mobile for e sims for our our phones and IPads as we prepare for our Mississippi River cruise.

Have you checked out this thread? It’s pretty easy to setup an eSIM without visiting a store.

A

Thread 'eSims, what is your experience.'

May 16, 2022

I am interested in the concept of eSims but have no experience with them.
The notion of running my local sim plus having an international sim for phone use while in USA and EU could be handy.
What have members experience been? TIA

• ausfox
• Replies: 1,145
• Forum: International Roaming & Internet Access

• 

 

[cove]

Yes ALX distributions are taxable so the fiscal fiend does get a share. We are quite used to paying quarterly taxes and enjoy the current SMSF rate of zero on some distributions.
Getting the e sims from T Mobile was Mrscove’s. Idea. We left our US phones in Australia.

 

[Brissy1]

Following TLX Telix pharma. They're into prostate cancer detection. Illuccix.
I like their prospects and have good revenue, investors got overexcited earlier this year and price has now come back so am considering., But still seems expensive on PE but not on Revenue. Anyone following?

 

[prozac]

I have been looking at Droneshield (DRO) for some time. I have not pulled the trigger as I am concerned it has already had it's run albeit on the back of significant contracts. I had a chance ecounter yesterday with someone involved in testing and they informed me DRO staff numbers have gone from 180 a year ago to 400 now.
AEE still on an upward trajectory.

DRO have run up to $3.68 from $3.22 at time of this post. I didn't buy last week but won't jump in in this market.
AEE still going in a positive direction.

 

[cove]

Today Veem is doing a placement. Code is VEE.

 

[Quickstatus]

SKS up nicely since getting in end of August

 

[Dr Ralph]

Sold ACDC today.

Nice gain on the Lynas SPP

 

[Mr_Orange]

Nice gain on the Lynas SPP

Indeed. I was planning on selling today but I might hold the SPP shares a bit longer. Holding them does put my portfolio out of whack though with weighting.

 

[cove]

That Veem placement was way too popular so we received about 20% allocation tonight. It must have been rushed over at Euroz.
We have no plans to sell LYC which is Lynas as the management is highly rated.

 

[RSD]

Copper price is rising after a massive mud rush at Freeport's Grasberg mine killed several miners and led to production disruptions that are going to last into 2027. Grasberg was the world's second highest annual production of copper.

 

[RSD]

Australia should not be running deficits in any State nor Federally. Currently we are shoveling debt onto our next generations due to lack of discipline.

Agreed - we have a Tasmanian government that is hell-bent on spending a billion dollars (that they need to borrow) to build an AFL stadium in Hobart - even though their own planning commission has released a report saying that the stadium makes no sense from an economic, geographical and just about every other sense

 

[RSD]

A question - with the U.S. trying very hard to descend into civil war and anarchy - if it all turned to cough over there and essential services like electricity were disrupted potentially affecting a lot of cloud based servers and other "international infrastructure" over there - how badly would Australia be affected? Would our banking systems still work? What sorts of things might fail here in Australia that we haven't thought of?

 

[prozac]

A question - with the U.S. trying very hard to descend into civil war and anarchy - if it all turned to cough over there and essential services like electricity were disrupted potentially affecting a lot of cloud based servers and other "international infrastructure" over there - how badly would Australia be affected? Would our banking systems still work? What sorts of things might fail here in Australia that we haven't thought of?

Well I think we might struggle to supply our own data centres.

 

[cove]

You can come over @RSD to see for yourself..You will see lots of drugs being advertised that we have never heard of.

 

[RSD]

You can come over @RSD to see for yourself..You will see lots of drugs being advertised that we have never heard of.

If we haven't heard of them in Australia then if they became unavailable it probably won't cause any catastrophic problems.

Well I think we might struggle to supply our own data centres.

It would be interesting to find out how many businesses (knowingly or unknowingly) rely on data centres in the U.S. I use gmail but I have no idea where that is stored.

 

[cove]

Trying to disarm the US is really impossible. You must not worry about all the unknowns in how everything works. Just go with the flow and stay polite when driving in the US. Stay away from politics and don’t get swept up in what AI will do or might do.
I just wish they could produce movies worth watching at movie theatres.

 

[Quickstatus]

but I have no idea where that is stored

It won't be in one location and likely globally distributed across several locations.

 

[Dr Ralph]

Sold GEAR today.

Went in for the CBO SPP.

 

[cove]

Sat next to an NRA tee shirt wearer today. He has 50 different guns and has about 100,000 rounds of ammo. I did not plan to visit him any time soon.
Meanwhile Veem jumped after they did the $1.30 placement.