Market Matters Q&A

Question asked 26/04/2024

First Solar (FSLR US) thoughts on tariffs

Hi MM,

I’m typing this on my phone so will keep it short (ish). Can you please provide your views on the following issue/article, including the extent to which this issue is currently affecting/impacting FSLR…and your opinion of the extent to which the imposition of tariffs would help FSLR (obviously dependent in part on the level of the tariffs imposed).

https://www.reuters.com/business/energy/us-solar-panel-makers-seek-new-tariffs-protect-domestic-factories-2024-04-24/

Is it correct that the share price of FSLR reacted negatively last night to this news? If so, is that over concerns about the current impact of this issue on FSLR?

Thanks,

Darren

Darren

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Question asked 26/04/2024

Thoughts on Chrysos Corp (C79) after its fall?

Hi James and Team
Chrysos Ltd (C79) closed at $5.74 a further 12.37% today.
You wrote this morning prior to market opening-“Weakness in one quarter hasn’t impacted our long-term view of Chrysos. We currently hold a 4% weighting, sitting on a small ~2% paper loss. We would consider adding to this position if the weakness extends”
If you don’t hold C79 would you buy now or wait for further weakness? At what price will you consider adding to your position?
regards
Debbie

Debbie

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Question asked 26/04/2024

Why is NHC lagging the other two coal company’s?

Hi James and Team,

Interested in your thoughts why NHC isn’t rallying at the same rate as Whitehaven and Yancoal? . All 3 paided solid dividends with the other 2 recovering more positely . Cheers Craig

craig

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Question asked 26/04/2024

ILU Bull/Bear Thesis

Hi MM,

One more question. You seem to be quite positive on ILU’s prospects/potential, while also mentioning a few times that you expect it to trade between $6 and $8 in 2024.

What are your concerns and bear thesis, so to speak, that would potentially lead the share price to regress to around $6 over the next half year or so?

Thanks

Darren

Darren

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Question asked 26/04/2024

Answer to questions & StockSpecialist clients

I sent in two queries about some stock I am following. I understood these questions are answered on Saturdays?? How do I find your reply to these queries I sent in??
Greg Bramley
ps. I have been moved over to Market Matters from StockSpecialist by your company. I am unsure whether I have full membership entitlements such as these questions I asked.

Greg

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Question asked 26/04/2024

China / HK “play”

Hi Jmaes & MM team,

Thank you once again for the contiuning investment education & insights.

On the assumption that the China/HK market has bottomed or about to (within the next 6 to 12 mths), what would be your top 3 to 5 investment stocks/”vehicles” ?

MIchael

Michael

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Question asked 26/04/2024

Is the Brambles BXB selloff overdone?

Hi team.
Thanks for continuing high value comments and clear communication.
Brambles came out with Qtrly report which failed to inspire the Mkt mainly due Forecasts.
So they’re getting higher prices, better value but customers while doing inventory minimising are reducing there pallet stocking needs.
Do you think this is an overreaction by the Mkt as inventories will rise again and volume growth for BXB will follow?
It seems that forecasts are being made even more important these days (rather than results).
Thx Glenn

Glenn

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Question asked 26/04/2024

Thoughts on ASX Uranium stocks short-term

The Uranium sector seems to have gone into hibernation despite the obvious global supply/demand situation. What are your views on the near-term potential for ASX-listed uranium stocks?

Regards,

David

David

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Question asked 19/04/2024

An alternative copper/gold play A1M

Hi James, Being a member with MM provides me daily a true concise insight for my own investing trading journey. Thank you.
I have been following AIC Mines (A1M) for some time now. I missed the boat when SFR was a great risk / reward buy. What are your thoughts regarding A1M now after its Stella run over the past few weeks?

Maureen

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Question asked 19/04/2024

Is Bowen Coking Coal (BCB) a good buy?

Hi team,
With Bowen Coking Coal now sitting around 0.05c, if you didn’t own it, would you buy it?
Yes or no?
I realise it’s still shown as Active, but with your losses around 80 odd % on this stock ???
What’s your thinking?
Cheers,
Jeff

Jeff

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