Archives: Questions And Answers
On Monday Telix (TLX) has announced the acquisition/merger of ITM. The price of TLX dropped like a lead balloon. On Tuesday morning (as I write) some of the losses has recovered, I would appreciate your views, in the long run, is this merger/acquisition detrimental or beneficial to TLX?
Best regards,
John
Could you please provide some insight re: GEM and GRR. I own both of these for a few years now, bought in on the high at $1.325 and $1.25 respectively. Since then both are on the downtrend and continue to slide.
I note your comments re ARB on the 24th, but has the structure of the industry changed for the worse? By that I mean given the surge in Chinese (and other) EV’s into Australia, such as BYD – does ARB enjoy a similar market share in EV’s as it does with ICE vehicles? Or if they are missing out selling parts to these vehicles – and as a result has the industry changed for the worse? And if that is the case, surely ARB is now a less attractive business that it once was… and should trade on a lower multiple as it gets increasingly isolated…
Discuss
Hi MM team,
Please can you share your current preference between these two companies – and why.
Having read MM’s roadmap for the XJO, when would be an appropriate point to start accumulating one of these utilities?
Thanks & regards, JanP
Mg Guys
Looking for listed active real asset funds in the global property and infrastructure space.
Interested in your opinion
Probably a stock out of left field – but with a positive catch. Not many microcaps with $100m market cap have a recent history of generating real revenue, real cashflow, pay taxes and make a net profit. They operate and 63% own a single gas producing onshore well in Italy. They have 4 near term onshore wells going through regulatory processes with a Government very positively attuned to increase local gas production. They also have an offshore permit for a shallow water gas field close to infrastructure.
A very clean balance sheet with cash in bank and short-term Italian Gov’t bonds well ahead of total liabilities and are likely to fund the onshore new wells without extra borrowing or capital raise.
The share price has moved up 50% in the last month but welcome your quick evaluation whether further upside likely. I am a holder with a position acquired in July.
I read your notes about the pullback in uranium stocks, writing: “slower data-centre construction could temper expectations for incremental nuclear-power demand. Their weakness on Monday alongside Asian semiconductor stocks illustrates how closely the market has linked the themes.”
Have investors forgotten that there are 440 nuclear reactors that were here well before data centres, with a further 120 planned, all of which are useless without uranium?
Together with the rotation out of precious metals, this market is making less and less sense to me.
Fundamentals appear to have become the rationale of last resort?
