Archives: Questions And Answers
Can I have your thoughts on TPG now that the capital return/dividend @ $1.61 has been paid. Would you take up the reinvestment offer they recently released? Thank you
Firstly, of course thank you for your great service and help in navigating the market.
Secondly, I noticed that quite often you are using the term
“cautiously bullish”?
Hi James,
I have read some recent articles citing tough competition XRO faces in its US expansion, specifically Livewire’s November article, which names Intuit (INTU) as a significant challenge to XRO’s US plans. The article highlighted INTU’s scale and footprint, noting that its annual R&D spend exceeded XRO’s annual revenue and that a considerable portion of this spend was devoted to developing AI for its platforms. Seems like a tough ask of XRO to compete amongst players of this size and scale. Does MM have a view on this, and how does it impact or shape your investment thesis for XRO at these levels? I currently hold XRO at slightly higher levels than the last traded price.
Regards
Andrew
Hi James & Team,
Hi MM.
I remember Renee Rivkin advising never to accept the first offer. Do you agree and with respect to NSR, what price would consider a time to take profits.
Hi Gentlemen, in the morning podcast you share the performance of the global Commodity ETF’s to provide insight on how our local resource stocks may perform, is there a good ETF to track to predict how our Critical mineral stocks ie ARU,ILU May perform. Thankyou in advance. Regards Jeff
Hi Market Matters Team,
Could I have your view on C79 – Chrysos Corp. It has fallen over 12% so far this week following AGM and CSIRO reducing ownership. You have Chrysos on your hitlist for the emerging Co’s portfolio. Would you continue to hold. Are you close to buying C79?
regards
Debbie
Good Morning,
Enjoying all your info.
There is a fair amount of variation in views on Nufarm, what are your thoughts?
Thanks
Hamilton
