Our Q&As are emailed in our Saturday morning Weekend Report, here’s a list for you to access them directly. If you have a question, we’d love to hear it. NB: Questions submitted prior to midday each Friday will be included.
* Questions for Saturday must be submitted before midday Friday.
WAF has now been suspended since Aug due to their failing to provide information on the BF govt’s wish to increase BF state ownership to 50% of WAF’s Kiaka mine. How can we find out what is going on and why is WAF not keeping shareholders and the market informed about a major problem that potentially will affect all mining companies operating in West Africa, as well as those who invest in them.
Thanks for your excellent daily reports, but please try to keep the ‘jargon’ to a minimum.
Greetings and thank you for your persistent work,
What is your current thoughts on a good entry point for SOL. It seems to have good support around the $34.50 area. Do you expect that price level to be tested or even breach lower? There seems to be concerns around private credit markets these days. Is SOL wedded to having money in the credit space or does move in/out depending on the risk environment? I ask this because other ‘funds such as WAM Income Maximiser seems to have a minimum amount that it invests in credit/bonds. Bonds seem to be in a bear market now. Thx, Bob
What is it with these enormous daily swings on the market? What goes through the average investor’s head that makes them change their minds so violently just 24 hours apart?
Or is the market, as Alan Kohler insists, dictated by day traders, algorithms and bots that have nothing to do with reality?
Recently you reported that you were long & bullish on APA. I would like to know how sensitive this stock is to rate cuts or rises and what are the dangers or ‘cons’ of this stock. On the average analysts think the price will be much lower than it is today within a year or less. It would seem to me that the current ‘barracking’ for cheaper , more plentiful , gas on the East Coast should be a favourable wind. It would also seem to me that during a time of optimism this stock would be dropped fairly quickly by the market.
DBI seems to be touted as a good buy by a lot of people these days. Yet it can’t seem to rise above $4. 30 recently . However, last Tuesday when the entire market dropped like a rock DBI went for a little run upwards. Will dividends tend to grow? The volume of coking coal is likely to drop soon due to troubles in China and the possibility of solar electric arc heat to make steel in China due to their vast efforts to create green energy is also a threat to coking coal.
In a nut shell I am asking about risks and likely growth , if any, of these two companies especially with regard to dividend growth and stability.
Hi Market Matters
Could I have your latest view on ZIP. From a high of $4.94 on 20th Oct to currently around $2.88
Would you consider ZIP a good buy at these levels?
regards
Debbie
With regard to your taking profits on HCA Healthcare in the US, is it your custom to take ALL the profits when you decide to ‘cash in’?
I’m of two minds because firstly I get a bit tired of seeing profits come and go without acting on them – (ie) Droneshield, for goodness sake, up over 300% on my buy price and then bang – and no amount of technical analysis or chart watching could predict that one…
…and secondly, when you do take profits (all or some) it reduces your percentage gains on the holding that remains.
H Guys
Always appreciate your research, thoughts and feedback.
I am interested in your thoughts on the Private Credit space which has been quite topical of late.
On the back of the recent ASIC review it is being billed in some segments of the press as the “wild west” of investment markets.
Can you please provide your thoughts on the space – ideally with reference to some of the names you invest in – eg DN1 and PCI and also provide comment on some of the other larger names in the space eg MXT / MOT. I am keen to understand the key elements you review / monitor / look out for when investing in this space – eg arrears, defaults, LVR’s, management quality, team size and so on or anything else you view as important.
Thanks in advance.
Tim
Arafura was trading ~40 cents before it released news of a placement & SPP @ 28 cents . The share price dropped lately, maybe due to pullback to .255 cents, due to overall sector/market drop.
What are your thoughts, though Arafura is in the rare earth category and Gina Rhineart is a shareholder. Do you think it will gain on price over time.
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