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Podcast: Australian Investors Podcast
Episode: Seneca's ASX takeovers playbook + your companies analysed
Description: In this Australian Investors Podcast episode, your host Owen Rask is joined by Ben Richards and Luke Laretive (Seneca) to discuss:
– RPM Global’s proposed sale and why strategic buyers like Caterpillar can pay more than private equity
– How to spot real edge (analyst coverage, management alignment, index inclusion, data rooms)
– Defence‑stock hype: DroneShield and Elsight vs business fundamentals
– Listener Q&A on Smart Parking, Chrysos and Objective Corp
If you love learning about ASX investing and takeovers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights.
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