Archives: Questions And Answers
Hi James and team.
Hi James and Team
Fenix has reported first half results today.
Fenix has established a logistics business and port services business as part of their fully integrated mining, haulage and port operations. They are growing their iron ore production and expanding their logistics customer base.
Is Fenix well positioned to drive their growth aspirations?
Do you see long term value in holding FEX.
Can I have your current view on FEX .
regards
Deb
Can you please shed some light on the result of KLS which came out today?
To me the result seems to be reasonably good but the share price dropped by 11%.
How do you see the company prospect moving forward?
With such a drop do you think it’s a good time to buy.
Thanks
Boon
Thank you James and team for your great insights.
Dear James, Shawn, and the MM team,
Do you have any idea what is going on with the share price of APA Group? It was showing promising signs of a turnaround a week or two ago but has been plummeting in the last few days. Its recent result appeared to be in line with consensus.
Hello Jame sand the whole team,
Thank you so much for all your information and the analysis behind your views. It is really helping to guide me as I plan to semi-retire in 3 years or so. I have 40% growth portfolio, 10% Int Equities and 30% Income and 20% cash.
I don’t really don’t own any bonds. Do you think now may be a good time to purchase some for my income portfolio and if so which do you consider a good choice?
Thank you so much, Bob
I would like your opinion on ORA. Unfortunately I followed you and bought some
Hi James and Team
It’s Tue 27/2/24 – (ILU $6.59 -0.36c over 5% fall).
Iluka continues to fall after reaching a high of $7.84 after reporting. It’s trading below your buy price on 7/2 ($6.90) which looked really good after it reported and reached a high of $7.84. This is your preferred play on an improving Chinese economy. I missed the opportunity when you bought in. Is this a buy now or do we wait for this downward trend to play out.
regards
Debbie
Hi MM team,
Could you please provide an update on your thoughts of LLC.
Is it now in a holding pattern and funds are best used elsewhere (I see MTS as a candidate?)
