Market Matters Q&A

AIC Mines Ltd (A1M)

Hi guys,
Was wondering if you could provide an update on AIC Mines and what you think it will need/what the market is waiting to see – for it to push above the 42ish cent mark and go higher. Cheers

Josh

Real Estate Stocks

Hi Everyone,
With the lowering of interest rates this year, what would be you best 3 – 4 stock picks in the real estate space?
With thanks
David

David

MM’s View on Netflix Inc (NFLX US)

Hi MM,

What are your views on NFLX, both in light of its fundamentals (including with respect to its pricing power and its earnings going forward) and its current chart/price action?

Is it a stock MM would potentially buy? If so, what would you currently rate it and what sort of entry price would you be looking for in order to commence a position?

Thanks, Darren

Darren

Vaneck Global Listed Private Credit $A Hedged ETF (LEND)

You responded to a subscribers question in February 2024 regarding what was then a new ETF – LEND.

At that stage your response was to “keep it on the radar”.

I understood that “Private Credit” was supposedly growing rapidly but since I purchased LEND in early 2025 it has been a steady decline.

Dividends have been positive but the ETF price has been negative.

Can you comment on whether Private Credit moves according to what interest rates are doing and whether or not the ETF will likely stay where it is until the RBA cuts interest rates.

Or, have I just made the wrong choice with this particular ETF.

What is your “radar” telling you?

Brian

brian

MM keen to buy into October weakness

Hi MM,

Saw your comment about being keen to buy into any October weakness. What income stocks are you thinking of as potential buys should the opportunity arise?
Regards Peter

Peter

Washington Soul Patts (SOL)

Dear MM Team

Thanks for your ongoing commentary – you make a lot of sense !

The market knows the strength and quality of this Group , but since the merger the share price has been trending lower beneath the moving averages ( it is up 3% in early trade today Wednesday 1 October bouncing off the 200 moving average )

In all probability SOL is likely to be included in the ASX 50 at next rebalance date ( Dec 2025 )

Do you think SOL is good buying at these levels ?

If not , at what price would you be interested?

GA advice only

Thanks

David

David

Liquidity issues at the U.S banks.

Hi guys, just a quick one. I saw a headline which read along the lines of the US bank reserves have been falling and now hold less than $3.T. There is so much happening around the world at the moment that I have no idea what this could lead too; not to mention the potential government shut down (again) which I’m sure will all be sorted before this gets posted on the weekend. Is it possible that this could lead to a credit run, similar to that of the U.S banks last year, when everyone wanted their money out, or potentially like the GFC. I’m assuming that this is nothing more than glorified headlines, but why would the U.S. banks have falling reserves? Is it something the FED need to step in with?
Regards, Simon

Simon

Mystate Ltd (MYS) a bank with solid dividend yield!

Would appreciate your thoughts on this smaller bank with a good income return. MyState is viewed as an attractive income stock for investors, with a high fully franked yield, with dividend growth expected to be above that of peer-group banks and small-cap stocks in general over the next three years. MYS paid a full-year fully franked dividend of 21.5 cents in FY25, and analysts expect steady growth, to 23 cents a share in the current financial year, and then to 27.2 cents a share in FY27. At the current share price of $4.17, that equates to highly appealing expected grossed-up yields of 7.9% in FY26 and 9.3% in FY27.
Cheers Craig

craig

Do you see a bubble in US shares

Hi team

Big fan of your company and long-time subscriber. I have a question regarding your thoughts on where the s&p 500 index will reach by the end of the year (Dec 2025).

Current forward pe is 29.9 x including the mag 7 and 21.5 x excluding the mag 7 with the long-term average being 15.5 x.

ISM manufacturing PMI has been under 50 for several months indicating a contraction of manufacturing in the USA. Jobs growth has been weak however inflation has been sticky.

However, the Fed has at the last meeting turned dovish? . Does this mean we should not fight the and interest rates are on the decrease?

So where does Markets Matter see the index over the next couple months. Is it grinding higher or deflating quickly?

I have no idea!

So I look forward to hearing your thoughts!

Thanks
Andrew

Andrew

Re: silver stocks etc

Hi Team,

I would appreciate your opinion on investing in the junior silver stocks such as SVL, JBY, IVR rather than in a silver ETF

sidney