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Thoughts on ResMed (RMD) please

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Hi Market Matters
Can I have your current view on Resmed.
It has fallen over 4% so far today (29/2) to around $26.74.
What news has caused this fall?
I have read recently- “March 2024 presents a significant risk to RMD, due to the pending release of Eli Lilly’s (NYS: LLY) SURMOUNT study into the effect of its GLP-1 drug – tirzepatide on patients suffering from OSA (Obstructive Sleep Apnoea) and or Obesity. ”

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How much of a challenge is AI to IVE Group?

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Hi

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Thoughts on IPH post their report

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Hi James
I would appreciate your views on IPH now that they have Reported the 1st Half.

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Thoughts on Strike Energy (STX) please

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I know you get asked about this stock semi regularly, but any thoughts after the recent price action? It’s had quite the sell off since their latest update.

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A1M (AIC Mines)

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Dear James, Shawn and the MM Team,

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Valuations

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Hi James
Interested in mm view on two businesses you don’t seem to cover
Judo Capital JDO and NRW Holdings NWH?
Love the service
Cheers

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Your view on several stocks

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Hi Team,

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Stanmore Resources (SMR)

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Guys,

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Exposure to the Russell 2000

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Hi James and the MM Team, keep up the great work.
Is there an ETF listed on the ASX that mirrors the Russell 2000?

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Comparison of PLS and LTM

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James and Team
Thanks for your response to my question about lithium companies last week, much appreciated.
Having originally invested in Allkem, our holding has merged to become Arcadium (LTM). Can you please provide your thoughts on LTM and how it compares to Pilbara (PLS).
Thanks

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