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.
Have you got an update on Insignia, (still shows as IOOF in portfolio)?
With all the recent acquisitions will there be a little more income but more integration costs whilst the market meanders resulting in steady as she goes.
Do they typically get out to spruik there wears but now are quiet?
Paul B
Paul
Read moreHi James,
Happy New Year and congratulations on the strong performance of your portfolios over the last 12 months.
I am watching the coal price push up each day yet WHC seems capped at a high of $2.96. I am interested in understanding what is required to break through this cap and what do you see as the upside potential for WHC.
Regards
Jeff
Jeff
Read morePLS has been very good to me since my original purchase @50cents. Should I purchase more at the current price $3.86 or is time to sit tight and look elsewhere ?
Herman M
Herman
Read moreHappy New Year, looking forward to the continued MM daily/weekly updates this year. Your viewpoint & general guidance on the following please . .
NMT – I have had good run with this holding with potential announcement catalysts still to come in 2022. What is your take on NMT at current levels (circa $1.60-$1.70). I like the companies projects, but don’t want to get greedy. Sell the pop or continue to hold for 2022?
NST – A quality company in my view, but really struggling to get going even though current gold prices are supportive of margins. It seems gold can’t catch an upside break torn between US$ strength, bond yields & resistance. Continue to hold for 2022?
TYR – I have held & sold in the past, but I’m considering re-entering a position circa $2.50 as I see upside there. Although not the same as Z1P & APT, it seems as though it seems to have been caught up in the Tech sell-off, but I don’t think this really applies to TYR’s business model, although they don’t appear to be increasing profits & do have a cloud hanging with merchants pursuing a possible claim due to terminal outage issues last year, I think this is probably unlikely as TYR seemed to deal with the issue pretty well. Would you be a buyer at current levels if they were not already in the Emerging Companies Portfolio? Do you see a potential lower entry level if the Tech selling continues?
Bernie
Bernie
Read moreHi James and co,
Happy New Year!
I am a holder in Calix and got in as a result of Calix’s technology and the potential to enable the reduction of carbon dioxide in the cement industries.
I have since seen a company narrative around batteries and investment in the battery development space.
Has the thematic of the company changed and if so what are your thoughts on this?
Thanks,
Liz.
Liz
Read moreHi James,
Happy new year and well done in 2021, MM made some great calls.
I am interested in your view for 2022 on SEK & ANN.
Regards
Michael
Michael
Read moreWith Z1P at 52-week lows I was wondering, for those of us still holding, if Jono Higgins was still bullish and what his price target is?
Luke M
Luke
Read moreG’Day James,
I note that WSA is trading above the IGO offer price, which otherwise looks to be quite well supported. Is the smart money betting on a contest, or otherwise expecting the offer to fail?
Thanks, Ron
Ron
Read moreWondering about your thoughts on Universal Store ( UNI ) as a niche retailer with growth potential
Read more
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