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Archives: Questions And Answers

WAF Trading Suspension

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WAF has now been suspended since Aug due to their failing to provide information on the BF govt’s wish to increase BF state ownership to 50% of WAF’s Kiaka mine. How can we find out what is going on and why is WAF not keeping shareholders and the market informed about a major problem that potentially will affect all mining companies operating in West Africa, as well as those who invest in them.

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Washington H. Soul Pattinson (SOL)

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Greetings and thank you for your persistent work,
What is your current thoughts on a good entry point for SOL. It seems to have good support around the $34.50 area. Do you expect that price level to be tested or even breach lower? There seems to be concerns around private credit markets these days. Is SOL wedded to having money in the credit space or does move in/out depending on the risk environment? I ask this because other ‘funds such as WAM Income Maximiser seems to have a minimum amount that it invests in credit/bonds. Bonds seem to be in a bear market now. Thx, Bob

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Duolingo Inc (DUOL US) outlook

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Hi, I just want to ask your opinion on Duolingo (DUOL US). Thank you.

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Volatility

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What is it with these enormous daily swings on the market? What goes through the average investor’s head that makes them change their minds so violently just 24 hours apart?
Or is the market, as Alan Kohler insists, dictated by day traders, algorithms and bots that have nothing to do with reality?

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MA Credit Portfolio Notes (MA2HA.ASX)

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Hi Guys

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Your thoughts on DBI and APA

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Revered team,

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Zip & Co. (ZIP)

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Hi Market Matters
Could I have your latest view on ZIP. From a high of $4.94 on 20th Oct to currently around $2.88
Would you consider ZIP a good buy at these levels?
regards
Debbie

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Taking Profits

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With regard to your taking profits on HCA Healthcare in the US, is it your custom to take ALL the profits when you decide to ‘cash in’?

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Private Credit

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H Guys
Always appreciate your research, thoughts and feedback.
I am interested in your thoughts on the Private Credit space which has been quite topical of late.
On the back of the recent ASIC review it is being billed in some segments of the press as the “wild west” of investment markets.
Can you please provide your thoughts on the space – ideally with reference to some of the names you invest in – eg DN1 and PCI and also provide comment on some of the other larger names in the space eg MXT / MOT. I am keen to understand the key elements you review / monitor / look out for when investing in this space – eg arrears, defaults, LVR’s, management quality, team size and so on or anything else you view as important.
Thanks in advance.
Tim

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Arafura Rare Earths Ltd (ARU)

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Hi Guys,

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