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Archives: Questions And Answers

Chrysos Corp Ltd (C79)

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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

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Nufarm Ltd (NUF)

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Good Morning,
Enjoying all your info.
There is a fair amount of variation in views on Nufarm, what are your thoughts?
Thanks
Hamilton

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Australian Strategic Materials Limited (ASM)

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Thanks James for your insight. There was a capital raising for ASM at $1.20 and raised $55 Millions on 20/10/25. Yesterday closing share price was 65 cents. Please share your insight for such a big difference in price. Is ASM a profitable company and worth investing ? Thanks.

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Cybersecurity as a theme

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Can you provide Market Matters thoughts on Cybersecurity as a theme and what are your thoughts on stock selection. Opinion on popular names e.g. Crowd-strike, Paolo Alto Networks, Cloudflare, Okta etc.

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Mystified – precious metals ETFs

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Okay,
For two days in a row this week the US industry ETFs for gold, silver, copper and uranium have soared overnight, but barely made a dent in the individual stock prices on the ASX the next day.
Historically, those overnight movements have tended to be a good indicator as to what to expect the following day?
I’ve been investing since early 2009 and the share market still manages to mystify me.

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Suncorp Group Ltd (SUN)

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Hi James, Shawn and Team
Your view please on Suncorp-They have fallen after they estimate a 350m cost from Qld-NSW storms. Would you still hold SUN?
regards
Debbie

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Top 3 picks from the Market Matters Emerging Companies portfolio

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Hi Guys

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Iron ore pricing

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Guys thanks for you information it helps to make sense of a complex market

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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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