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Hi James & Team
Could I have your view on EHL- Emeco and SSM – Service stream. Do you see any upside to their share price?
Are they in sectors you would be in currently?
regards
Debbie

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Hi Shawn,
There is a recent report on Money of Mine that Coal India, the world’s largest coal-producing company, is reopening more than 30 mines and launching up to 5 more on greenfield sites this year. How would this impact on the outlook for coal, and is MM still Bullish on coal stocks?

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Hi Market Matters Team
EOS & DRO are very volatile without it seems any particular news/announcements that I can see.
EOS dropped 20c (8.16%) on Wed 11/6 – would you know why? but since it has gone up 14c (6.22%) the following day and today another 14c (5.86%). Would the drop been an opportunity to buy? What’s your view? – or is this just to hard to risk? DRO is still on your watchlist? When are you likely to buy?
regards
Deb

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Hi Team,

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Thank you for the great reports, with such impressive detail.
Please let me know your thoughts on CSL and the DRUG and REIT etf which all seem to be out of favour
Sue

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Hi James and Team (thanks as always for the great coverage and Q&A opportunity)
I am wondering whether you could revisit your thoughts on Ramsay Health Care.
I notice that you sold your position around $57 (well done-I have hung on).
With Healthscope going into receivership I am wondering whether this may, in your opinion, clear the decks for a purchaser in the future to take another tilt at RHC.
The share price appears to be at last commencing a recovery.
Could you please comment on whether the circa $57 /share mark is still what you would consider selling in todays market or do you see the potential in the nearish future for another possible takeover bid?
Many thanks
Don

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“Trump’s Big Beautiful Bill set to slug Australian stock investors with tax hikes which are set to lift tax on US dividend income and certain capital gains by 5% for all Australian investors.”
Why, aside from just being punitive for its own sake, as he is wont to do? Why would he penalise us for investing in his precious American companies?
“Trump Strategies” is an oxymoron.

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Is it too late to get into SOL or have I missed the boat completely. I think passive funds may feed into it and become another WES?

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“Hello and thank you for all the insights. – What’s your take on Smart Parking (SPZ) as a 6–12 month position, especially when the stock dips below $0.85?

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Hi MM

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