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Archives: Questions And Answers

Energy names: Woodside (WDS), Santos (STO), and Beach Energy (BPT)

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Hi Market Matters Team
Your view on WDS, STO & BPT – If you held these oil & Gas stocks how would you be positioning yourself while the war in Iran is causing oil prices to surge on fear of energy supplies? How do you place a valuation on these stocks during these volatile times? While one does not want to benefit because of a war – I would expect these stocks would fall in value as soon as any news regarding the end of this conflict is made? Would you be selling now into this strength or hold for further upside?
regards
Debbie

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Nine Entertainment (NEC) and Audinate Group (AD8)

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Hi James,
The rapid drop in share price for NEC and AD8, apart from the war in ME, what are the head wind both company are facing ? NEC is paying about 10 % yield, and the buyer / fund seems not interested. Thanks for your insight.

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Northern Star Resources Ltd (NST)

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Hi, apologies this is a little late. NST just downgraded again this morning with the operational update 13/03/26. I have a reasonably sized holding given I believe they are a quality blue chip gold company. I’d be interested in your views on the company.
Thanks,
Young

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Checklist for profit taking

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For a decision to take profits, what are the variables / checklist of items that are applied in reaching a yes/no/partial sale decision.

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Effect of an escalating war in the middle east on CSL ltd (CSL)

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A bit of a morbid question, sorry. Is it possible to model an escalating number of (non-fatal) casualties on CSL’s revenue? Would an extra 10,000 wounded in a month move the needle?

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Bapcor ‘Retail Entitlement Offer’

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I’d value your opinion on Bapcor, which has had a rough time and is offering shareholders shares at $0.60 each. Should we chase the loss and not get diluted? It seems like we have little choice but to buy and hope, sitting on such a large loss from $5.20 only a year ago!
Thanks, Campbell.

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BetaShares Australian Cash Plus Active ETF (MMKT)

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I’m looking to park cash while not trading. How does MMKT shape up as a safe place to do so? It pays around 5%+ pa, paid monthly. Cheers

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4DMedical Ltd (4DX)- can growth projections be really possible?

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I have a small holding in 4DX. Taking a few pertinent points from their 19th Jan investor presentation it is easy to understand the perceived value:-
CT:VQ product has FDA approval and has reimbursement code for hospitals. The market in the US alone deemed north of $1b annually. The patented imaging software runs on all existing CT scanners so hospitals do not need to buy new or extra hardware. Phillips saleforce contracted to push hard on hospital adoptions
And the clincher to me is that their competition requires each patient to inhale a low dose of nuclear contrast material to enable lung performance imaging.
All great positives leading to their claim of obtaining a ‘mere’ 100% of the US market in a short period of time.

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Austral Resources (AR1) – what does MM think?

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Hi MM,

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Gold and silver ETFs

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Hi! have a question about gold and silver ETF’s. There is a lot of talk about paper gold and silver certificates far exceeding physical gold and silver. Also there seems to be a huge variation between Asian and western gold and silver prices. So how safe are the ETF’s. ETPMAG for example on their web site say it is backed by physical silver held at J P Morgan. Sounds safe. But then u hear that J P Morgan have issued far more certificates than they have in Physical silver?? Are these ETF’s more a trading tool rather than security for financial downturns? Keep up the good work Tom

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