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.
Can you give your thoughts on the Antimony opportunities for FXG. They claim to have some of the highest-grade Antimony potential in the US and globally “In the history of S&P Global’s database for grade x width comparisons for drill intercepts, Felix Gold holds 9 of the top 10 in the U.S. and 5 of the top 7 globally” (ASX announcement 08/09/2025).
Given China’s ban on Antimony exports to the US, do you see more upside for this stock.
Hi MM Team
Thx for your continuing good work.
With the latest news this week from TLX for an agreed schedule with FDA for re-submission of their latest treatment for approval.
The Mkt has hammered them hard this year so we’re down around $14.
What is you view of TLX’s position & is it about time to invest again?
Electro Optic Systems (EOS) and Sun Silver Ltd (SS1)
Im so sorry for late question about EOS AND SS1
I understand if I missed the cut off
First thank you to everyone involved in Market Matters You are all outstanding
Your thoughts please on EOS AND SS1
many thanks marg
Dear Team MM
4D Medical (4DX) has been on a phenomenal upward trajectory during the last couple of weeks (doubling in price in less than a week!), based on a series of positive news reports such as:
– FDA approval for its flagship CT:VQ product
– Contracts with the Royal Melbourne hospital, Spectrum in NSW, and a major Brazilian pharmaceutical company
– Distribution partnerships with Phillips and Pro Medicus
– A $10 million strategic investment by Pro Medicus
A number of commentators are very bullish on the counter, with one going as far as predicting its potential to become a 100-bagger, based very much on the precent set by Pro Medicus.
I would like to hear the Market Matters view on 4DX. What are the chances of this company becoming a second Pro Medicus? And lastly, would you, if you had no 4DX shares, start a position at these levels, or would you wait for the dust to settle a bit before you start a position at lower levels?
Looking forward, as always, to hear your views.
Kind regards
Lambertus
Hi,
I was wondering if you could provide some comment on the Lendlease vs Stockland as far as valuation and future business would look like. Forgetting the past regarding Lendlease and look at it as a company restructured that owns property as well as develops Australian property. At a high level this is similar to Stockland (but with different property development and ownership) but the valuation is significantly lower. For example LLC is 15% discount to NTA SGP is about 50% premium.
Frank
CSL has been slammed 30% or so in less than a month! I would be interested on your thoughts as to why and any prospects for a future recover or is this just a Healthcare Sector thing?
What are your current views on MFG. They seem to have gone out of the news lately and things appear quite settled on the surface. Are they a reasonable risk at current prices
The Health Care Index has been under some pressure of late and has fallen rapidly sense mid-August. With this in mind, can you give me your thoughts on the index and EBO in particulate please.
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