Archives: Questions And Answers

Neurizer Ltd (NRZ) and Gold

December 12th, 2025 by

Hi M&M, can you shed some light on Neurizer NRZ continuing trading halt? Will they ever trade again or will they disappear. Also, if the market corrects do you think gold will go south with the correction? Thank you. Keep up the good work.

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Thoughts on Vault Minerals (VAU) & IVE Group (IGL) dividend policy

December 12th, 2025 by Vanessa Chin

Hi Team – for Saturday!

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A “Rising Tide” can lift all boats – sometimes

December 12th, 2025 by

A rising tide lifts all boats. Within a diversified portfolio I do like to include a few ‘educated’ punts. How do you think these small punts (pun intended) will fare in the rising tide that is base and precious metals? Because they are certainly still playing catch up.

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Light & Wonder

December 12th, 2025 by

Happy subscriber here enjoying your daily commentary.
Regarding the addition of Light & Wonder to the growth portfolio, we see from the MM website that total debt / total equity for the latest quarter is 684 and other sources give a similar figure. Apart from lending institutions, we prefer debt/equity to be not much over 50. Could you comment on the high figure and is there something I’m missing in the calculation for these depository receipts?
Thanks… Mike

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Predictive Discovery Ltd (PDI)

December 12th, 2025 by

What is your take on the current acquisition and/or merger offers surrounding Predictive Discovery (PDI)? My holding is up 182% as of the 11/12. What would you be doing if you were a shareholder, wait and see or take the gain now?