Archives: Questions And Answers
Hi Guys,
I’ve been a patient holder of TTT with very little upside in the past few years. The board seems to be doing the right thing with various senior defence personnel appointed to the board in the USA and Europe. They are relocating the headquarters to the USA and are proposing shareholders will be given a 1 new share for every 25 existing shares in the new entity via a CDI. Do you think the proposed changes will impact share price in any way and do you think they have any tangible prospects of a substantial share price rerating?
I’m a new subscriber and see value in links to data on MM bearish views on monitored stocks. Also, an AI chatbot is required for during and outside working hours.
Hi guys,
In the context of a SMSF retiree in pension phase seeking consistent annual income, how do you best evaluate GDF. Currently on 8.2% forward yield with a good concentrated property book of only industrial properties and only in Brisbane area. 90% leased, annual lease rises of 3.3%, 4 yr WALE, 37% discount to NTA and that is after very recent independent valuations. No debt repayment for 3 years. Gearing under 30% and they even ‘fiddle’ with a small lending book to add a few extra bips to the annual yield going forward.
Welcome your thoughts and what areas I have missed or should keep an eye on.
Cheers
david O
Hi James and team,
I started buying SIQ after MM bought the stock “for income” more than 6 months ago. I was influenced by the fact that management is very capable and has skin in the game but was worried that the Labor government might change the EV concessions and FBT rules. I have started selling but I’d like to know why the stock has performed so well.
Hi Market Matters Team
SmartGroup has risen around 40% in 2 months to a high of $12.35 today. I have held SIQ from around $7 – would you continue to hold SIQ or take profit? Do you see further upside/ and or would you continue to hold for the yield?
PRN- Perenti reached a high of $3.12 in January and has come off to around $2.10. What’s your current view on PRN – Do u see it returning to around the $3?
regards
Debbie
Hi MM team, thanks for your clear communications and analysis during this unpredictable time. Could you please give your opinion on the new MOON ETF and also ZYAU (for yield)
Thanks Trish
Good Morning Gents,
I’ve been out of range for a while only to come home to see my commodity stocks being slaughtered (gold, silver, copper, nickel, uranium) in direct contrast to all the talk of a commodities super cycle. I have a mix of explorers, developers and producers but none have been spared. Can I have both your diagnosis and prognosis for this sorry malady?
Thank you once again. You guys have proven to be head and shoulders above other analysts I’ve used.
