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Uranium Equities

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You’re still quite bullish on Uranium stocks. However, the value of my holdings has halved over the last few months, which isn’t exactly what I’d call a ‘dip’. It’s a considerable pullback and the spot price has been stagnant or negative for the same length of time. Why do you think investors are so wary of a sector that has such an undeniable supply/demand situation? Equity prices, on the ASX at least, just don’t seem to reflect the reality of the circumstances.

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Thoughts on Paladin Energy (PDN)

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Hi Team,

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Is there an AI ETF?

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Hello MM,

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Shorting lithium?

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Hi MM,

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International Portfolio and Currency Rates

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Hi MM,
If, as implied, interest rates in Australia rise while those internationally fall, the A$ should rise.
How do you account for the impact this may have on the performance of your international portfolio?
Regards,
Peter

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ASX Real Estate Stocks

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Hi MM,

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Has the market forgotten Lynas (LYC)?

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Happy New Financial Year MM!

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Thoughts on Red 5 LTD (RED)

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Hi James and Team
Can we have your current view on Red 5.
Since the Red 5 and Silver Lake Resources merger Red 5
seems to have come off more than other gold stocks.
regards
Debbie

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Thought on IPG and TLX

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Keen for your thoughts on IPG and COH.

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Thoughts on HLI Helio

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Hi MM,

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