Archives: Questions And Answers
Greetings MM Team
I continue to enjoy and learn from your in-depth & forthright analysis to all things Market, incl our questions.
Hi MM,
Hi guys,
DBI: Plenty of analysis around including MM on this infrastructure stock and I have owned it for 6 years so very happy with price growth and annual distributions. What I was interested in is your thinking for 2031 – the reset year for all their 11 customers. I am trying to get my head around whether the negotiations at that forward time are likely to be positive, super positive, negative or just ho-hum for impact. Broker coverage seems negligible on this important timeline. My current thinking is that their customers are sort of locked in by geography of their mines and the DBI terminal. Were they to change coal handling terminals I suspect (but don’t really know) that extra freight costs will weigh heavily. And is DBI charge per tonne more, less or similar to potential infrastructure rivals? Any thoughts you have on this aspect of DBI gratefully appreciated to firm up whether I add to my current holdings.
Hi MM,
Hi MM,
Hi MM team,
I would be interested in your updated thinking on ACDC given 3 months of price decline.. or price correction as seems to be the broker terminology for this! You appear positive on lithium (PLS). Does that positivity extend more generally to this ETF.
Hi MM,
Having purchased BAP a while ago only to see their share price continue to new lows, it was pleasing to see today’s FY report and uptick in share price. Have they turned the corner? Any view when they might reinstate dividends?
Thanks,
Peter
Dear Esteemed Team,
Hi Team,
Please contrast the results Of DRO & EOS & how their share prices react.
How should investors react to the changes in substantial holdings in both stocks & their respective short positons.
Thanks & regards
