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Archives: Questions And Answers

Xero Ltd (XRO)

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Dear James and Team

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Aurizon Holdings Ltd (AZJ)

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I’m interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

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Thoughts on G8 Education Ltd (GEM)

by Vanessa Chin

Could you comment on what has happened to GEM, please.

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Southern Cross Electrical Engineering Ltd (SXE) entry price

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Hi MM,

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Expectations of data centres and AI infrastructure developers

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Hi,

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Purchase of Pershing Square (PSHD LN)

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Portfolio amendment today has adding to Pershing Square (PSHD).The heading of the graph says PSHZF US then says adding PSHD US and the graph itself says PSHD LN. Can you tell me what is the code and is it in US or London. Kind regards Kerry

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Blackstone Inc (BX US) and Pershing Square Holdings (PSHZF US)

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I noted you added to both of these positions but before I follow your move I’m wondering if these companies are exposed heavily to private credit.

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Thoughts on Lindian Resources Ltd (ASX: LIN)

by Vanessa Chin

Hi MM Team

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Gold

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I would like your opinion on the gold price. My experience, as a small child during and post WWII (pre supermarket days), money had no value. Prices were doubling and tripling daily. I recall seeing people in the food market, exchanging food for a small piece of a gold necklace. My recollection is, that traditionally during uncertain times, the price of gold has rocketed. It is not happenings now. Why?
Best regards,
John

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Challenger IM LiFTS 1 Notes (ASX: CIMHA)

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What are MM’s thoughts on Challenger IM LiFTS 1 Notes (ASX: CIMHA)?

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