• Are Index Inclusions an Alpha Opportunity?

  • Sep 9 2024
  • Duração: 43 minutos
  • Podcast

Are Index Inclusions an Alpha Opportunity?

  • Sumário

  • We start today talking about the index changes for the top 200 & 300 biggest ASX players, with plenty of resource names featuring.

    Next up we dive into the Paladin – Fission Uranium deal, on the eve of the big vote, before chatting about the key points from WNA, the big uranium conference.

    Lastly, we touched on Perseus getting closer to wrapping up Predictive, with a 19.9% holding secured.

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    (0:00:00)Introduction

    (0:02:10)Who made the ASX200

    (0:13:11)Will the $FCU $PDN deal go through

    (0:24:57)Lessons from WNA

    (0:35:25)Perseus tighten PDI grip

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