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Market Matters Q&A

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.

The Latest Q&A

Question asked

ETS’s – NDQ and FANG

Hey James and Team

Thanks again for your excellent ongoing commentary

I’m very bullish US tech ( for the medium/long term ) – the sensational six have all got strong growth prospects , with most investing a large percentage of their revenue in R&D . They have little or no debt , and dont look that expensive on a PE basis ( much cheaper than our local tech )

I currently hold positions in NDQ , and FANG , the latter being more concentrated. Do you think this is a good time to add, wait for a pullback, or average in? Difficult question I know

Is there another way to increase my exposure to US Tech ?

General advice only

Many thanks

David

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Question asked

What dopes the Non-Farm-Payroll number mean?

Hi guy s

Could you pl`s explain the term – Non-Farm-Payroll , in simplest term s

Cheers Paul

Paul

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Question asked

Thoughts on silver

Hey team,
I was reading a CNBC article stating that silver often follows gold in the cycle. Do you agree with this assertion and what would be your preferred pick to gain exposure?

Thanks

Bradley

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Question asked

Thoughts on the pending Acquisition of Alumina (AWC)

Hi Team,

I am a long time holder of AWC.I should have sold out ages ago and made a nice profit.Got too greedy though.
Assuming the recently announced acquisition goes ahead, I have a couple of questions.

Will the new entity still be listed on the ASX? If so, should I hang on and see what happens?

I use to enjoy some Dividends but that has not been the case for a while now. I have quite a few shares and although over the years I have averaged down, I would still be taking a modest loss. Nevertheless, if I sold now I can still carry this forward. I should say I am happy to sell and move on if necessary. If the new parent is going to mean a US listing, I really don’t want to go there.
What do you think?
I’m always up for a punt so any suggestions would be appreciated. Dividends are nice but so are good capital gains be they short, medium or long term.

Bob

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Question asked

Thoughts on Syrah (SYR) Capital Raise & Ooh Media (OML)

Appreciate all at MM for a great service!

What are your thoughts on the capital raise for SYR Syrah especially with such a weak discount to the current market price?
Also, how do you see the outlook for OML Ooh Media? The share price seems to be on an upward trajectory at last.

Thanks
Rob

Rob

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Question asked

Does MM like Helia Group (HLI)?

Hi Team ,

Does MM have any interest in HLI? , seems like it’s in a good position 15c div plus 30c special div and company share buy back . Appreciate yout thoughts .Cheers Craig

craig

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Question asked

Thoughts on a couple of stocks please :)

Good afternoon MM

I was just wondering if you could provide your thoughts on the following stocks. I realise the advice is general, but value your market knowledge and expertise!

HPI – Hotel Property Investments
CAA – Capral Ltd
EGG – Enero Group
SSG – Shaver Shop Group

Thanks
SB

Sonja

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Question asked

Thoughts on Whitehaven Coal (WHC)

Dear James, Shawn, and the MM team,

Thank for all the excellent work you all are doing. I would like to hear your opinion on WHC, as its stock price has moved down from $7.50 on 14/2 (WHC announced Half Yearly result on 15/2) to $6.79 close on Tuesday 12/3.

I think the main concern is that WHC may need to raise capital to fund the acquisition of the Daunia and Blackwater coal mines.

The management, however, has flagged an opportunity to sell 20% in Blackwater to steel producers; and this could solve the Balance Sheet problem for WHC.

I noticed that four insiders have purchased over 56K WHC shares costing $396K on 16/2, one day after Half Yearly announcement, around $7.10 per share.

Does this mean short to medium term the stock price of WHC might go up around 10% to 15% to $8.10.

Thanks again for taking this question.

Peter

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Question asked

Thoughts on Chalice Mining (CHN)

Firstly to all the team at MM thank you for your most insightful reports
Much appreciated
I have a load of CHN from the heady days of $6.50 and watched them slide to the current price of $1.22 I still like the story but difficult to now get excited. Do you suggest a top-up to average down or put in the back draw and open up a nice bottle of red!
Cheers
Mark

Mark

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Question asked

MM’s views on ABB, WHC and uranium stocks please

Hi James and team,

Thank you for keeping us members informed with your daily market updates.

I would appreciate your views on:

ABB with the sharp drop today on news of the termination of White Label arrangement with Origin. The management reaffirmed their EBITDA forecast for 24 but it seems this loss of contract is significant to their business and profitability. Would it be a cut the loss sell for recent investors noting that it’s general advice only?

WHC still sliding even as other coal stocks are doing better.

uranium stocks which still seem to be on a significant correction. I’m not sure if there have been new news which are causing the volatility in recent days.

Thank you again.

Adel

Adel

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