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Hi James, Shawn and Team,

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I currently own a few mid-tier gold miners. If you wanted to gain more direct exposure to the gold price, would you do that through ETFs like GLDN or PMGOLD? Or are there better ways to accomplish this without physically holding the metal?

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G’Day James & Team,
Remember Nickel! Such a volatile beast over the last 50 years when Poseidon first made it famous. It last caught my eye a few years ago when IGO paid too much for Western areas, to get their hands on Nickel, just before its price tanked.
In the meantime, stainless steel uses lots of it, it is a key battery metal. So, my question is who is mining and processing it and why does it seem to be of everyone’s radar?

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1. Please comment on the recently listed share NMD.
2. Any recommendations on robotic and cybersecurity shares/ETF worth looking at.

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Hi MM
I hold Vault Minerals and need to decide on the presented optionsre the merger with Genesis. I would be interested in your thoughts on the combined business?
Cheers
Phil

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Hi Team,

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Do you have any research on GLENCORE ?

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HI MM Team of very insightful market commentaries (and a very friendly team to engage with).

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I would like your wisdom on a couple of international managed funds/ETFs. Arrowstreet Global Equity (MAQ0079AU Hedged, MAQ0464AU, Unhedged) and Dominion Global Core Equity (DFA0009AU Hedged, DFA0004AU Unhedged). The Dominion funds are also available as ETFs on the ASX, DFGH Hedged, DGCE Unhedged. Would you consider, either or both, of these funds as suitable investments for your Growth Portfolio? Would you be hedged or unhedged, and for Dominion would it be a managed fund or ETF? Always appreciate your focused and clear comments and assessments. Thanks.

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Hello

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