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Morning Gents,
It’s only Monday, so things may have changed. So, Gold Fields successfully took Gold Road Resources very recently and now they’ve made what I imagine to be just an opening bid for Northern Star. Do you think they’ll pursue this and would it potentially be a good deal for NST shareholders?

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Is there an ETF listed on the ASX that gives exposure to the Canadian stock market TSX

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What’s your thoughts on Fair Isaac Corp in the US after the most recent share price fall? Has the market overreacted to the likely loss of income or is this more of a falling knife case? From what I can tell most brokers are still bullish (based on the current depressed share price), however not sure if they are just waiting to see how profit is affected before changing price targets. Do you see this as a good opportunity to start a position or would you stay away until the next quarterly report/ more information was available?

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You answered my question about Northern Star on Tuesday. Thank you. So, I wonder if you could cast an eye over these much smaller gold/copper stocks for me please, as both buy opportunities and potential takeover targets?
AZY – Antipa Minerals
TOR – Torque Metals
TM1 – Terra Metals

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Morning Gents, it’s Broken Record here again.
I’m still watching commodities and precious metals being smashed. Uranium is in the doldrums just ahead of what is supposed to be the start of a strong contracting season. Yet all of this is still being talked up with huge targets supposedly being reached before Christmas. The market doesn’t seem to be convinced. What is the catalyst everyone seems to be waiting for to break this downtrend?

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Hi Team,

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Hi

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Firmus? What a question. Is the hype to be believed? What are your thoughts on the Firmus IPO?

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Hi James and Team
Your view on Global Lithium’s SID with Titan to be acquired for cash consideration of A$1.15. Do you expect the deal to go through? The share price reached $1.08 on the announcement. Currently 98c. Would you wait for the transaction to complete around Jan 2027 or exit earlier?
regards
Debbie

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To the MM Team,

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