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Hi , congrats on your sensible stand on coal , My solar panels this week have produce not much power and the wind as been slight so I guess explains why business have lost power and lost 100K a day plus the media has gone silent on this .
With companies and AI requiring more and more power and our population exploding were are we going to get this power from and will that be a great investment ? , I have a small holding in DDR and want to increase it , Their debt is high should I be concerned with this ? , I took a large profit from JBH and want to find another retailer , I have NCK , SUL , MTS so was looking at AXI or PMV both are looking cheap at the moment do you like either of these companies ? great job last financial year I am happy to be with you for a few more years ,
Regards ,
Glenn

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Hi MM Team,

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Hi

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Hi MM could you give an updated / thoughts on NEM please? Could there be some consolidation or could it push up higher. MM previous thoughts were ‘see initial resistance ~$90’, now that it has broken this threshold do you see it hitting the $101.00 forecasted by ‘broker consensus recommendation’ on your website. Thank you, keep up the good work.

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Hi Team,

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I am interested in your view of Cedar Woods Properties Ltd, I realise its price is rather variable. Is it a tactical sell around $7.5?, its PE is still attractive, but it has had a good run.

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Hi Team , 29 metals has had a lot of issues especially related to weather , but seems to be turning the corner . Stock price hit lows around 0.15 , but is now trading at 0.30 . With your bullish view on copper i would appreciate your thoughts , and could it become a takeover target ? Cheers Craig

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I am wondering why you consider TLC a yield play with a dividend of less than 3%? I’m wondering if it is a good time to sell or take profits in, being almost at its all time highs? Thx for this opportunity to ask questions Shawn!

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Hi MM

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Hi James,

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