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.
Hi guys
Srg are doing a capital raise at $0.83 /share and they are currently are trading at $1.07. They are offering up to apply for $30000 worth
this likely to be oversubscribed and you will probably only get a small parcel of shares
From your experience of capital raises like this and i know its only a guess do you think there is any chance of getting anywhere near the maximum allocation
Thanks
Tony
Thoughts on APA please? A positive initial reaction to results last week followed by a progressive decline to multi-year lows.
Thanks, Bernie
Is it time to bite the bullet and sell APA? Share price continues to decline and with my limited knowledge of charts, they seem to show a continuing downtrend or am I missing something.
There are conflicting views as to where the gold price goes from here. Given a weakening $USD and, as of last night, gold futures looking positive short term, is there any reason to think that the price is topping out at around $3,740?
Your opinions and thoughts are always appreciated.
I know Crypto is not one of your preferred investment options however, it is certainly gaining more and more interest.With this in mind and the fact that you do periodically make reference to a couple of the following ETF’s,I’m wondering what your thoughts are on these four and do your have a preference?
G’day James and Team,
Apologies for late submitting but here we go.Below two quotes from Last week’s Q&A and Morning report 5 Sept
We believe FMG & MIN are “looking for a low” and if we hadn’t entered too early we would be looking to accumulate into the current weakness.We like FMG in the $16 area, although we caught the proverbial falling knife too soon
I am interested to understand if I understand the above quotes , that you would be interested to dollar cost avg down on the two stocks mentioned?
If you do your general advice on ‘ dollar cost averaging down’
Kind regards and I enjoy the podcasts and commentary in the emails.
Christof
HLS is down significantly today, perhaps due to today’s announcement in relation to Spheria Asset Management ceasing to be a substantial holder.
Does MM have any insight into the above (or any other reason for the share price fall) and does this impact MM’s views on its recent HLS purchase at all?
Hi guys,
Quick question on Healius. I missed the trade alert (my fault – I love how you guys get the alerts to us quickly) for HLS and was wondering if the underlying premise to buy is still ok given Barrenjoey downgrading HLS.
Hi Team – love your honest and transparent appraisal of the market and your portfolios. Keep doing what you are doing. My question is around why the banks are so so strong. As you say, analysts have been bearish for a long time, is there anything further you can put your finger on. Thanks
Holder of IPD Group (IPG) from shortly following the IPO, MM views on IPG seem to have been few and far between. The FY24 results were a beat to expectations and prior guidance from the company. Will it trade positively moving forward in line with SXE noting SXE is professional services vs IPG a distributor of products that businesses like SXE may use. Would you continue to hold IPG
Been a long time shareholder of MIN and Chris Ellison fan boy of sorts but with a heavy heart sold out in May (timed perfectly in hindsight). Keen to re-enter the stock, at around $32 does this represent an accumulation zone…my concern is all about balance sheet risk but I do see in a 2-3 year time frame commodity prices should turn and provided the mining services division holds them through this tough period it should be trading much higher in a few years time.
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