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With the pending BHP merger of its oil and gas assets with Woodside, as a BHP shareholder I understand that new Woodside shares will be allocated to shareholders as an in-specie fully franked dividend. What date will this take effect and what will be the last date a BHP share purchase will qualify?

With the pending BHP merger of its oil and gas assets with Woodside, as a BHP shareholder I understand that new Woodside shares will be allocated to shareholders as an in-specie fully franked dividend. What date will this take effect and what will be the last date a BHP share purchase will qualify?


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My portfolio is currently heavily weighted toward growth assets (i.e. shares). It’s been suggested my risk profile would suit moving 30% into more conservative assets such as bonds. While I understand the basis for the recommendation, my experience with bonds (through ETFs such as GOVT and IAF) recently has been negative. With interest rates rising, would it be sensible to simply move some of the portfolio to cash accepting say 1% interest rather than invest in bonds? Or is there some rationale for investing in bonds?

My portfolio is currently heavily weighted toward growth assets (i.e. shares). It’s been suggested my risk profile would suit moving 30% into more conservative assets such as bonds. While I understand the basis for the recommendation, my experience with bonds (through ETFs such as GOVT and IAF) recently has been negative. With interest rates rising, would it be sensible to simply move some of the portfolio to cash accepting say 1% interest rather than invest in bonds? Or is there some rationale for investing in bonds?


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Is Cimic Group (CIM) a good value stock?

Does Switzer think ASX:CIM is a good value stock that will benefit for the huge amounts of government stimulus. Do you think Cimic offers good value and growth around these current prices with potential with a growing dividend?


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Difficulty assessing value of distributions for Amaysim (AYS) & Optus

I’m struggling to assess value of distributions in three tranches of proposed AYS and Optus Share Sale Agreement. I bought for $1.10. Would selling them if price returns to $1.10 before Agreement, as I’d normally do per my “at least try to break-even” rule, be missing a guaranteed? Better than break-even return? Perhaps it’s already at it, but can a price be calculated at which the Agreement will deliver a guaranteed? Break-even or better than $1.10 per share?


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