Archives: Questions And Answers
Hi James and team,
You may have already answered this by the time the weekend comes around, but with ABB losing the Whitelabel contract of Origin to Superloop, does it change your view of ABB, is it a buy at these lower levels, or is SLC potentially now on your “growth” list?
Hi Team, I wonder
1) if the above crypto ETF reflects the actual value of the underlying bitcoin & ethereum.
Hi guys, sorry, another ASX200 question.
How do you view the ASX200 at current level?
I know we’re having a hard time with the resources, but it seems we are largely under performing against others.
After Thursday nights drop, do you see the valuation fair? I’ve been holding a position expecting the resources to find support and lift the index back to recent highs, or even new highs. After reporting had finished I thought that the index was well supported at the higher levels, but it looks like I may have been a bit to optimistic. I’d rather not be holding any decent sized positions in the coming weeks heading into May.
Regards,
Simon
Hi Team,
First year member and first question.
I noticed that 4 companies in the emerging portfolio are sitting on what I regard as high losses. -62% to -79%.
Do you have any exit strategies for this portfolio?
Given the large drop in profit for the first half of the year of 59%, much lower coal prices and high capital expenditures this year do you expect NHC to pay a Dividend in May/June. What is expected by the experts?
Hi James
With BHP at lowest levels of the year, would you see this as a compelling buy here or is caution warranted?
Thanks
Alex
I have been trying to get to the bottom of this take over since last Nov. I elected to take a FULL cash consideration but instead received cash plus script ie. Class B shares in Eternal Aus HoldCo Ltd which are held by the Pacific Custodians ( as nominees ) on my behalf !!! ???.
I am just looking at APA and seeing that it has a very low return on capital, exceedingly high debt/equity ratio, why would anyone invest at current prices?
Does the delay by 2.5 months in payment of the dividend x 28 dec but not paid until 14 Mar indicate slow/lumpy cash flows?
The only plus seems to be a reasonable level of dividend yield and plenty of room to manipulate valuation of its main infrastructure assets. How do you value this type of business?
