Market Matters Q&A

Precious Metals

Good Morning, They say we should ignore the noise, but the noise about precious metals (gold, silver, platinum etc) is very loud. Warnings about pending price crashes and, conversely, outrageous price targets that are hard to believe. So, I will ignore the noise and listen to you. I already know that you’re bullish, but exactly where and why are these metals stocks going in your opinion? Thank you, as always.

David

Van Eck recently listed ETFs (QNTM) and (SMHG)

Hi Team
Van Eck recently listed 3 new ETFs.
What is your opinion on QNTM? Reading up it’s a new area of computing and is it still in its infancy.
What is the potential for it to become a new area of computer growth?
The other one is SMHG. This is a semi conductor ETF.
I presume semi conductor manufacturing will be always be needed in computer chips.
Of the 2 above which has a greater potential uplift in the medium to long term?
I presume quantum computing still needs semi conductors so both will be required as long as computers keep evolving?
Thank you
Boon

Boon

US Bonds

Okay,
so US bonds are up over 5% in some cases with the Government trying to keep people (American investors?) interested in their eye-watering debt.
But why does that make Australian investors exit ASX growth stocks? What’s so exciting about 5% in comparison? I don’t understand.

David

Hansen Technologies Ltd (ASX: HSN)

Hi
Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company?
Cheers
Derek

Derek

Challenger Ltd (ASX: CGFPD) and Non-bank Hybrids

Hi,
Question for Saturday…..Is CGFPD hybrid included in APRA’s removal of bank hybrids. Also be interested on your comments on other non bank hybrids.
Thanks for your frank & fearless approach to advice over many years,
Regards
Craig

Craig

Dalrymple Bay Infrastructure (ASX: DBI)

Shares in DBI performed well for some time after the final sell down by Brookfield. However they have been sliding for some time now for no apparent reason. Can you cast any light as to what is going on with this stock

Les

Charter Hall Social Infrastructure REIT (ASX: CQE)

CQE reported what I understand to be a decent full year result. Since then and due likely to some issues with 3 of its properties relating to Edge early learning and has issued a statement indicating that this issue will not affect FY2027. I think the sell off has been unwarranted but would like your take on it.

Kenneth

Avita Medical Inc (ASX: AVH) -Where to next?

Hi MM Team,

AVITA Medical Inc has felt like it has been trying to rally multiple times over the last ~6 months. It finally experienced a large spike earlier this month following a positive market update. What do you think of the result and where to from here for the share price?

Thanks, Michael

Michael

Scentre Group (ASX: SCG), Vicinity Centres (ASX: VCX) and Dexus (ASX: DXS)

Thanks James and team for your clear, concise and helpful answers to questions.

Can you please give your opinion on what impact current and near future economic conditions are likely to have on the share price of SCG, VCX, and DXS. Thanks Trish

Trish

US Treasures Yields

Mg Guys

In simple terms Could you pl’ s explain

Treasuery Yields/Govt Bond s and anything else, that makes , the US market to gyrate , that effects the DJ’s , S&P 500 , Nasdaq pl ‘s

Cheers Cobbers

PS Hope my question made sense

Look forward to your rpt s each morning

Cheers again

Paul