Market Matters Q&A

zip

Just heard today that ZIP is quitting its NZ business to concentrate on USA and Australia. If it is not profitable in NZ I’m wondering the implications it has to its other markets.

Kenneth

MM Webinar

James the webinar today was one of your best presentations, the content was excellent, succinct, but pragmatic. The need for change in investing procedures will become more important after the sums are completed including the results from this imminent reporting season.

Is it possible to have copies of the slides?

Thank you,
Peter

Peter

Miners and Resources “super cycle”

Hi MM,

We are hearing a lot about a resources super cycle. Why then do we see (in the Tuesday morning MM report for example) “fund managers increased healthcare and reduced energy & miners – similar to the ASX.”

Why is there this disconnect and have these fund managers not subscribed to the ‘super cycle’ story?

Alain

alain

Refinement To MM’s process and comments on Coast Entertainment (ASX: CEH) & Arafura Rare Earths Ltd (ASX: ARU)

Refinement To MM’s process article dated 20Jul, is the best coming out from your investment team. Over many years of learning from trial and error, MM has nailed and reaffirmed the majority of my own investment lessons. It is always still evolving! Loved your truthfulness and sharing the continuous learnings.

Appreciate your comments and views on ARU and CEH.

Michael

Genesis Minerals (ASX: GMD) and Vault Minerals (ASX: VAU) merger

Good Morning Gents,
I have a significant holding in Vault Minerals (ASX:VAU). If you were up well over 100% would you take profits, exit or stay with the new entity?
Further to that it’s been suggested that Regis Resources could be a takeover target now, but I don’t see – from current production and limitations for future growth – that they would be all that attractive?

David

Van Eck ETF (ASX: GOAT)

Hi James and team,

This is Australia’s first AI ETF launched this week .

I would appreciate your thoughts and if you are considering it for the ETF Portfolio?

Richard

Lotus Resources (ASX: LOT) cap raise

Well, I’ve held onto Lotus Resources through the troubles and turmoil, much to my chagrin. Is this new – or should I say, next – entitlement offer at $0.22 cents just throwing good money after bad?

David

SCXai (ASX: SCX) IPO

Hi guys

Can you give us the cooks tour on this ipo pl`s ……………………Don t have time to read 186 pages of prospectus

OR

just sit on the fence and sees what pans out on the uptake of shares , after it`s listing on The ASX , at end of month

cheers Cobber

Paul James

Market VS Super Returns

Given the new punitive CGT rules, I’ve started to think about drawing a line under holdings that don’t match the returns I get from my Super/Income Stream (comparing 5 and 10 years). Given the current softness in the market I wonder how many others might be feeling the same and whether this sentiment might even escalate towards July 2027?
PS – What’s the difference between Super funds investing in our companies and people like me? I don’t understand their reasoning.

David

SMSF or Industry Fund

I’m 75 and have had a SMSF fund for over 25 years – I love it, enjoy operating it and am happy with my returns.

However, I’ve been thinking about simplifying life and super and am thinking of closing the SMSF and transferring funds into a professionally managed Superfund.

The problem is, I have been spooked lately by news that a greedy Labor Government might have Super Funds in their sight.

As I said, I love looking after my own super so, given this news, what are your thoughts on staying with what I know or taking my chances for simplicity sake and venturing to the Dark Side?

Brian