Shannon Rivkin covers: CSR, MAG, BAP and more. - The Rivkin Report

In this week’s show

04:22 – Q1:I note Blackrock is buying up CSR shares. What are your thoughts as to why. Are they just buying to make a few pennies like us or do they have other motives?

05:59 – Q2:Just wondering your current thoughts on Lendlease? I’m of the opinion they’re around 50% undervalued with reasonable 2024 and 2025 prospects. Much appreciated.

08:58 – Q3:Hey there team! Just wanting to know Rivkin’s stand on MAG (Magmatic resources). Currently on a +47% p/l and considering using my position towards the next Discretionary portfolio update buy.

12:43 – Q4:I was wondering if you have any comment on the share Bapcor as it has dropped substantially recently and is my biggest holding and I wondering if I should think of taking my losses now and investing elsewhere.

18:15 – Q5:With BHP announcing its intention to increase its exposure in copper assets, I’d like you to talk about actionable Cooper ASX listed companies I can get exposure to.

Yes I have exposure in MIN,BHP,RIO,S32 & IGO I’ve noticed Sandfire Resources (SFR) on a steady rise over the past year.

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