Archives: Questions And Answers
Hi MM,
Coronado Global Resources (CRN) share price has dropped like an elevator this year. After getting down to 10 cents it is rising as quickly as it fell, even though the price of coal hasn’t changed much over the past few months. What do you believe is fair value in terms of the share price, based on current coal prices, and do you believe there are any ongoing liquidity or balance sheet risks remaining?
Peninsula Energy (PEN) has recently returned from suspension and is undertaking an equity raise. The company has failed to deliver the targets they had previously stipulated and now need further funds. What are your current thoughts on this company, especially from a risk reward perspective, at the current share price?
Thankyou
Chris
Hi James and team,
I’m on the road so need to keep communication brief.
Would appreciate your views on DBI, the reasons for the sharp drops over the last few days and whether this sell off might continue.
Thank you for your valuable insights as always
Hi MM team,
Hi James and team,
Hi Market matters Team,
Hi MM,
1. What is your view of DUG following its recent reporting and would you consider it for MM’s watch list?
2. Has DUG’s proprietary data centre immersion cooling system which greatly reduces energy usage and costs received adequate attention from the market?
What are your thoughts on HIMS & HERS as a medium-term investment?
Good morning guys,
Hi guys, after CSL’s huge drop after its results I’ve seen a lot of commentators come out saying its a buy. I note that you don’t plan to average down but if you weren’t holders would you be buying? Notwithstanding some of the uncertainty, its trading at the bottom of its range of the past 5 years and I’m looking for reasons as to why this isn’t a screaming buy? All the best, Josh
