Archives: Questions And Answers
I noted you added to both of these positions but before I follow your move I’m wondering if these companies are exposed heavily to private credit.
Hi MM Team
What are MM’s thoughts on Challenger IM LiFTS 1 Notes (ASX: CIMHA)?
Hi Gents,
First a “thankyou” for everything you bring to your subscription service. It is the most practical and actionable in the marketplace! Just wondering (facetiously) if Endeavour Group is going to zero? Is it simply in the too hard basket, or is there a value you would nominate as fair pricing? Thanks for everything you cover.
Hi MM,
You have WTC in your growth portfolio and are keen on the stock. My question relates to the ASIC investigation which has gone quiet based on the lack of WTC announcements. However, when ASIC do make an announcement, this could be a very binary outcome for the stock. How would you play WTC pending the outcome of the investigation?
On EDV, they seem to be on a downhill slide even though sales in the first 7 weeks of 2H FY26 show improvement. Is this slide simply a reaction to inflation/interest rate concerns?
Thanks,
Peter
Private debt/private credit, is there a difference? Can you please provide an opinion on the risk/reward for MXT and DN1. Thank you.
Given the disruption to global trade & shipping what do you think the impact will be on WTC’s future profitability?
Hi Guys,
Hi guys
AUB is a stock that has had a fall from a 52 week high of $40 to current price $21.81 and a fully franked yield of 4.3% on current price. 1 half “26 NPATA of $90.4m was up 13.9%YoY. There was a $400 m equity raise to fund acquisitions which seemed to spook the market but guidance is for a full year profit of between $220m-$230m
Could you kindly provide your views?
Regards ,
Ray
