Market Matters Q&A

School cyber security Qoria Ltd (QOR)

Qoria (QOR) seems to be a growing cyber security software company specialising in school security. It continued very good growth last qtr & seems ready to turn a profit. Share price jumped after last qtr results. It’s emerging in an important space.
Can you add more info to their emerging story, what are their prospects for growth & profit and where is their competition?
Really appreciate your views on the IT space in Australia where we might be able to find some niche markets.

Many thanks
Glenn

Glenn

Revolution Private credit Income Trust (REV)

Hi Team,
Enjoy your weekly Q&A session.
Please may I have your opinion on the new prospectus of Revolution Private credit Income trust with return of RBA cash rate plus 4%. Is that good enough with the risk the type of investments it carries.
Keep up the good work
John

John

US Tech

Does MM have a position on US tech in the current market and which companies are most likely to benefit from the 4th industrial revolution in AI? I’ve been watching Salesforce CRM and Service NOW for some time, waiting for the right entry point. Both have dropped over 15%, but I’m nervous about the timing as valuations are still high. I recently sold out of Snowflake at $220 and it’s since dropped over 15% as well.

Nick

Amcor (AMC)

Hi always enjoy your daily updates, Amcor slid 9.7% after fourth-quarter EBIT missed expectations on supposedly weaker North American volumes, with full-year earnings also slightly below forecasts. Seems oversold, can you please give me your view on this stock, I have this stock in my watch list and am wondering whether the current price $13.33 is a reasonable entry point?.

Steve

Fortescue Ltd (FMG)

Hi guys
Your thoughts on fmg and as they are reporting soon do you have any idea of what the dividend is expected to be
Thanks
Tony

Tony

Share buy-backs

Hi MM team.
It seems everyone is doing it. So many companies appear to be including buybacks in their annual announcements. I believe I understand the arithmetic involved in polishing up various ratios but it’s becoming extreme.
Why not pay more in dividends or special dividends?
I wonder if it’s more about improving kpi’s for CEO bonuses.
I’d appreciate your thoughts about this current buyback trend. Hopefully you’ve heard some useful ‘stories’ from the company briefings.
Many thanks
Glenn

Glenn

Portfolio

Hi , While I have a lot of stocks that MM has, Their is obviously across the portfolios a lot I do not have .
JHX , MGR , WOR , AGL , HSN ,PXA , RPL out of these is there one that you would buy in todays elevated market , I understand a lot of stocks here but since it is in your portfolio I am thinking that information you may already have at your finger tips ,

IPH ,SHL chart looks terrible and yet the stocks themselves after the beating this week look cheap I know you have been watching SHL ,

Thanks in advance and hope your week-end is a good one ,

Regards

Glenn

glenn

AIC Mines (A1M) and Chrysos (C79)

Hi Market Matters Team
View on AIC Mines and what catalyst is required to see the share price move upwards. You see high price targets (from Shaw & Partners) at 75c from 70c.
C79 – Chrysos – You have this on your watchlist – I have held from when MMatters purchased C79 previously. Where do you see the share price going after they reported well. I don’t want to prematurely sell now I’m in profit if there is further upside.
regards
Debbie

Debbie

James Hardie PLC (JHX) – the way ahead?

Hi James,

Big thanks for all your work!
I’m sure I’m one of many wondering about what to do with JHX after its 30%+ decline.
It’s up today to around $30 and as you noted, some brokers anticipate a “30-40%” recovery. But if it’s tied to the US housing market, could be a long wait before it returns to its previous price point around $45.
Not planning on doubling-down, but at what price would it be a buy?
Would welcome your thoughts.

Cheers, G.

Gareth

Hanson Technologies (HSN) Update

Hi MM,

Can we please have an update on MM’s views on, and intentions in relation to, HSN following its FY25 results released today (and the somewhat wild price action that followed).

Thanks,

Darren

Darren