Market Matters Q&A

Re: Broker placements

Hi Team, how can one determine if the broker has made the right placements for their clients when they are asked to bid for a certain amount? The result is usually a cutback when the stock is in demand, but gets the full amount bidded if the issue is lukewarm. Is that a way to find out how the behind the scene works in terms of the allocation to clients?
Thanks

sidney

Crowded positioning in ETF’s

Great Market Research James -keeps me from mistakes.

Speaking of which I am concerned about the amount of cash still pouring into ETF’s. In my view distorting the market as the more in the more shares need to be bought regardless of the fundamentals of the individual stocks held therein.

Eventually this will BURST Big Time in the current fave sectors like Copper, Uranium, Lithium and Defence -but only when Retail Investors wake up to what is a Con Job.
The individual Stocks would not attract this level of buying if ETF’s did not exist.

I am interested in your unbiased views as possible Buys/Sells on the following ETF’s ACDC, Gold, URNM, ATOM, ARMR, DFND. All currently at record highs.

Richard

Pro Medicus (PME) and Super Retail Group (SUL)

Hi Market Matters Team
What’s your view on Pro Medicus – Is the share price looking interesting now? – Will it be on your watchlist soon?
Are we still holding SUL ?
regards
Debbie

Debbie

James Hardie (JHX) board bloodletting at the AGM.

Hi

It can’t happen very often where a high profile ASX company loses three directors (including the chair) after a vote at the AGM. It looks like another two only just survived and the remuneration report was only accepted by 33% of votes as well.

Was this the shareholders finally flexing their muscles over the widely-disliked Azek takeover earlier this year and showing the board what they thought of it, or was there something else at play?

Regards, Carl

Carl

Outlook For Rural Funds Management (RFF)

Hello Market Matters

Wondering what your thoughts are in relation to the RFF report out?
I was unclear as to the EPS outlook.

Thanks for your great commentary.

Regards
Rob

Rob

New Vaneck Uranium & Energy Innovation ETF (URAN)

Hi Guys

In the last few days VanEck has released a new Uranium focussed ETF.
URAN – Uranium and Energy Innovation ETF.

What do you think of it?
How does it stack up against URNM?

Cheers, Nick

Nick

Nuix Ltd (NXL) and Grange Resources (GRR)

Good Morning, enjoying the reports and so on.
My first question. You removed Nuix (NXL) from Emerging Companies Portfolio,?
While I’m here what do you think of Grange (GRR), magnetite!
Thanks
Hamilton

Hamilton

Audinate AD8

AD8 spent most of September under $5.00 before putting on a huge spurt to nearly $7.00 in the first two weeks of October. Then spent the back half of October sliding right back to sub $5.
Has there been any news that could explain this aborted take-off?

Frank

International ETF’s including India

Thank you for taking time to answer or questions and being new to the community, i do have quite a lot (don’t worry will pace them over the next few weeks/months) What’s your opinion about IWLD replacing VGS in the core ETF portfolio? And on a different note, NDIA & GRIN as part of a thematic given that India is now the most populous country and the per capita income is on the rise, and looking at positioning ETFs for the next decade or two?

SRINIVAS

Lindsay Australia Ltd (LAU)

I was hoping to get your thoughts on LAU. The share price continues to slide, due to competition in transport. However, it pays a reasonable dividend, and is in a defensive industry – food, well food transport. Do you think the competition will ease, and if so, when or what would be a good entry point. Many thanks for all the great work, Mark

Mark