AFF Member Stock Discussion

[prozac]

How long would it take CSL to find a CEO?

On my watchlist but I am not ready to buy CSL just yet.

 

[SYD]

How long would it take CSL to find a CEO?

At least three months and counting...

On my watchlist but I am not ready to buy CSL just yet.

Yeah, I'm waiting for more than a "dead cat" bounce before I top up.

 

[moa999]

rocket launches just to maintain the number in space. I suppose that that allows iteration of the satellites.

The under development starship with its pez style dispenser will also reduce the number of launches needed to maintain the network.

 

[SYD]

This might give the IPO a boost (pun intended)!

Blue Origin rocket explodes on launch pad during test

Billionaire Jeff Bezos's Blue Origin says it experienced an "anomaly", a term commonly used by rocket companies to describe a launch failure or explosion.

www.abc.net.au

 

[SydneySwan]

Whenever I buy a share that when sold helps me reduce my capital gains I always refer to it as an 'anomaly'.

 

[cove]

Tesla auditors said eleven out of twelve goals may not be achievable in their most recent analysis. So maybe they think they are just a wish list.
With SpaceX it is being hyped up just like Tesla. Maybe I need to take off my auditor hat….
Commsec and Bell Potter may have SpaceX shares but Musk has dealt himself in for billions of shares that he can vote but has not paid for them it seems. Better read the prospectus if you are an investor.
We are coming back to Australia shortly and I feel the latest Federal Budget will put chunks of the economy to sleep if the proposals get adopted.

 

[Buzzard]

Then there are other related SpaceX debris. This one ( ABC) arrived near Jindabyne NSW. It was a part of the SpaceX astronaut capsule jettisoned in space.


View attachment 508352

WOW! it just missed the farmer standing in a paddock

 

[moa999]

This might give the IPO a boost (pun intended)!

Yes and No. Also reminds investors that space is hard, and can get expensive when things go wrong.

 

[Quickstatus]

So, there is a poison pill regarding ALX hostile takeover by IFM

The Ontario Teachers Pension Plan owns 1/3 of the holding company that owns the 99 year lease of the Chicago Skyway toll road, the other 2/3 owned by ALX.
The poison pill is that OTPP has a put option on its share which may be triggered by a bidder acquiring more than 50% of the Skyway and ALX has to buy OTPP's 1/3 shareholding at a 7.5% premium.

ALX tried to sell its 2/3 shares at the original acquisition price to OTPP, but the offer does not appear to have been taken up

Current offer is $5.10 conditional on OTPP not exercising its put option, and IFM owning at least 45% of the stock before the takeover offer closes. If less than 45%, IFM is offering $4.75. The problem is that $4.75 will also depend on OTPP not exercising its out option. IFM says $5.10 includes the skyway valuation at its acquisition price but requires OTYPP to waive its put option condition.

Would IFM waive it and swallow the poison pill itself? Takeover offer now closes 18 June

 

[Quickstatus]

....I love the dramas involved with poison pills.
I see ALX creeping up to 5.1.

 

[cove]

We are in the ALX game as I have used this one as a place to use spare funds.

 

[Quickstatus]

Went in and out of QPM for a bit of entertainment. Looks like 3% net.

 

[SYD]

Went in and out of QPM for a bit of entertainment. Looks like 3% net.

SEK would have netted 7%!

Not sure if it was min wage decision?

But it’s still well off the 52 week high…(down 45%…).

 

[Quickstatus]

SEK would have netted 7%!

Was about the same for QPM - similar peak and trough but I did not buy peak and trough. Plus I have to give some to Dr Chalmers.
Have a long way to go to pay for the CSL foray.

Interesting though with SEK, I would have thought that ad volumes are/would be reducing in a softening economy, but job ads and consumer confidence up??

 

[SYD]

Have a long way to go to pay for the CSL foray.

Yep…. I bought years ago. Saw it top $300 and then… Bought some more on the way down and still falling…

This article didn’t age well - on many fronts!

CSL, PME or REA: Which ASX stock will be the first to hit $500?

Rudi Filapek-Vandyck, Michael Wayne, and Henry Jennings each boldly nominate the one ASX stock they believe will hit $500 first.

www.livewiremarkets.com

Interesting though with SEK, I would have thought that ad volumes are/would be reducing in a softening economy, but job ads and consumer confidence up??

I also topped up on SEK a little while back….