Alec Hogg: Key issues for Tuesday’s portfolio update

We host the final BizNews portfolio monthly update on Tuesday, a little earlier than usual because of the imminent South African holiday shutdown. There's quite a bit to consider, so if you're able to, please diarise the noon starting time. It's a Premium-member only webinar – here's the registration link: https://register.gotowebinar.com/register/5906189847824912656

Read also: Alec Hogg: Piet Viljoen regains his mojo

The most obvious question for Tuesday is what to do about the shareholding in Slack, the disruptive tech company which is the subject of a takeover offer from Salesforce.com. We brought Slack into the portfolio earlier this year via the usual three monthly tranches, completing the purchase in June at an average price of $29.52. The shares adjusted sharply upwards on the bid and now trade at a touch over $42, slightly below the value of the cash plus Salesforce shares offer.

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