Market Matters Q&A

DigiCo (DGT) – Great Buy or Catching a Falling Knife?

Hi guys,
I am watching the price of DigiCo Infrastructure (DGT) which has more than halved in 12 months since its listing.
I checked your website and my understanding is that last time you looked at it, you considered it ‘interesting around $3.00.’ Are you now really interested, or have you lost interest with the price falling to around $2.30? What are your current thoughts from both future share price growth potential and collecting the 4% dividend along the way for income?
Kind regards
Chris

Chris

iShares Core Composite Bond ETF (IAF)

In this current economic climate a good one to persist with the IAF ETF?

Roslyn

Neurizer Ltd (NRZ) and Gold

Hi M&M, can you shed some light on Neurizer NRZ continuing trading halt? Will they ever trade again or will they disappear. Also, if the market corrects do you think gold will go south with the correction? Thank you. Keep up the good work.

Tony

Thoughts on Vault Minerals (VAU) & IVE Group (IGL) dividend policy

Hi Team – for Saturday!

Another year of fantastic insights and information – thank you. Two questions – just wondering what you latest thoughts on Vault Minerals are now that it is “materially unhedged” and it is also seen as a takeover target by GMD.

Also, with IGL changing its dividend policy do you see the company maintaining its dividend at its current levels or is there a risk of reduced dividends?

Thank you

Steve

Steve

A “Rising Tide” can lift all boats – sometimes

A rising tide lifts all boats. Within a diversified portfolio I do like to include a few ‘educated’ punts. How do you think these small punts (pun intended) will fare in the rising tide that is base and precious metals? Because they are certainly still playing catch up.

(ILT) and (LDR) – multiple metals explorer, (RCM) – Lithium explorer/developer, (AGC) – Gold and Copper explorer.

Go out on a limb for me?

Thanks.

David

Light & Wonder

Happy subscriber here enjoying your daily commentary.
Regarding the addition of Light & Wonder to the growth portfolio, we see from the MM website that total debt / total equity for the latest quarter is 684 and other sources give a similar figure. Apart from lending institutions, we prefer debt/equity to be not much over 50. Could you comment on the high figure and is there something I’m missing in the calculation for these depository receipts?
Thanks… Mike

mike

Predictive Discovery Ltd (PDI)

What is your take on the current acquisition and/or merger offers surrounding Predictive Discovery (PDI)? My holding is up 182% as of the 11/12. What would you be doing if you were a shareholder, wait and see or take the gain now?

David

Global Lithium (GL1) & MB Gold Ltd (MBG)

Hi Market Matters Team,

Global Lithium (GL1) is demerging its prospective Marble Bar gold assets into MB Gold via a proposed IPO. MB Gold is offering Global Lithium (GL1) shareholders in Australia priority to subscribe for fully paid ordinary shares in MB Gold at $0.20 per MB Gold Share. Can I have your view on MB Gold (MBG)? Would you subscribe to this priority offer?
regards
Debbie

Debbie

Paladin (PDN), Sandfire (SFR) and Woodside (WDS)

Hi James and team,

As always I want to thank you first for your great work.

I would like to know your opinion on PDN and SFR in the short term.
How far do you think they can go?

In regards to WDS, do you think it can fall much more? Is it oil price reaching the bottom?
Would you buy it at these levels?

Have a great weekend

Darío

Steep falls in tech

Hi MM,

Steep falls in tech stocks continue.

What do you view as the best value/most oversold stocks at or around current levels out of CAT, HSN, WTC, XRO, 360? From memory, you hold all but the last across your portfolios. Perhaps you can rank them.

Also, do any other tech stocks jump out at you as particularly oversold/deep value?

Thanks,

Darren

Darren