Market Matters Q&A

Cedar Woods Properties Ltd (CWP)

I am interested in your view of Cedar Woods Properties Ltd, I realise its price is rather variable. Is it a tactical sell around $7.5?, its PE is still attractive, but it has had a good run.

frank

29Metals Ltd (29M) copper exposure

Hi Team , 29 metals has had a lot of issues especially related to weather , but seems to be turning the corner . Stock price hit lows around 0.15 , but is now trading at 0.30 . With your bullish view on copper i would appreciate your thoughts , and could it become a takeover target ? Cheers Craig

craig

Lottery Corp Ltd (TLC)

I am wondering why you consider TLC a yield play with a dividend of less than 3%? I’m wondering if it is a good time to sell or take profits in, being almost at its all time highs? Thx for this opportunity to ask questions Shawn!

Trish

Quick question on AIC Mines Ltd (A1M)

Hi MM

Just a quick question regarding the A1M SPP. In last week’s Q&A MM were still considering whether to participate in the SPP. As at today, 17/7/2025, the share price is .305 so just wondering what MMs current thoughts are. Also, if the share price falls below the SPP offer of 30c, will MM be purchasing more shares from the ASX directly instead? In either scenario, what weighting will MM be increasing A1M by?

Thanks in advance!

Cheers
SB

Sonja

Megaport Ltd (MP1)

Hi James,

Just wondering what your current thoughts are on MP1. The price over recent times has bounced around a bit. Do you see further upside considering it has had a 6% kick today? I have held the stock for a few years and considering if it’s time to move on. Realizing your thoughts are yours and not advice. Thanks, Peter

Peter

Thoughts on Xero Ltd (XRO) SPP

What is your opinion of the XERO SPP closing 5 pm Mon 21 Jul 2025?

Rodney

Uranium supply and PMGOLD

Good morning MM. E&P analysts reportedly expect a 2-3% uranium supply surplus (4-6 million pounds annually) in 2026-27. Some 2026 price forecasts have been adjusted accordingly. Do you remain positive toward uranium stocks medium term?

MM holds GOLD ETF in the Core ETF Portfolio. Have you considered PMGOLD? It is a “Metal Entitlement” equivalent to the amount of gold an PMGOLD would be entitled to, if an investor chose to exercise their holdings. Management fee is low 0.15%. Do you see any advantages/disadvantages?

Regards David

David

DroneShield Ltd (DRO)

I watched an interview with the DRO CEO on Ausbiz 14/7/25.

What does he mean when he mentioned the large pipeline of orders for DRO? Are they potential businesses that the company bids for, with no certainty that it will lead to orders?

I am puzzled by the spectacular rise in the share price following the announcement that the company will expand its production facilities. Am I missing something?

I asked for clarification from the company, but I have yet to receive a reply.

What is MM’s valuation of the company? Does it justify its $3B valuation?

Thanks & regards.

sidney

Thoughts on Pilbara Minerals Ltd (PLS) please

Question for Saturday.

Hi Shawn I bought PLS early last month on Shawn’s Monday Trade recommendation. I set a slightly lower stop loss and still hold PLS. I would appreciate your thoughts on a target price and a stop loss %.

Cheers Mike F

Mike

Thoughts on buying banks and ETFs now?

Hi James and team,

Thank you for your daily insights and the very helpful strategic discussions on portfolio positioning.

I was interested to read your bullish views on the banking sector going into Xmas. Against the background of the expected seasonal weakness in the markets in August/September, would you buy the banking stocks and ETFs now or wait for pullback?

Also, I bought some HLI but after it had already run up. Do you see more upside now or the gains have already been made?

Thank you as always.
Adel

Adel