Archives: Questions And Answers
With developments in recent months in RARE EARTHS with US Govt taking an equity stake in MP Materials and also underwriting the produced NdPR price (and also the Aus Govt taking a stake in LTR), do you think Lynas Rare Earths (LYC) is going to be setup for continued share price strength, or is the market going to lose interest now that they have doubled in 3 months and also done a capital raising at a new all-time high? Your outlook for the LYC opportunity please. Done and dusted, or just getting going? – Paul.
Do the figures you quote for average loss and percentage of times the ASX or other indices fall in September take account of the significant dividends that are paid out during the month?
Hi James I’m interested in investing in EBND for income. How often does it pay distributions and what is its current yield? Do you think its a good investment? Many thanks Chris
Hi Market Matters Team,
Hi guys, The summit which happened this week in China has no doubt been an eye opener for many western countries at the sheer size that it has grown. The (questionable) members of the co-op and the potential for disruption from what most of us would call the norm. (Mind you, Trump is also doing his best with that). I’d appreciate your thoughts on how this group could grow and the influence which it could have across the globe and even through currencies. A couple of notes I’ve read state – “representing nearly half the world’s population, with 23 per cent of global GDP. That rises to 36 per cent when GDP is based on purchasing-power parity. ”
“The SCO, comprising nearly 80 per cent of the Eurasian landmass, is the world’s largest contiguous organisation”. “representing nearly half the world’s population”
is IEL turning around to improve earning in 2026 ? which is a better buy NXT or MP1 ? Thanks.
Looking for thoughts on 3 stocks:
Hi MM,
Coronado Global Resources (CRN) share price has dropped like an elevator this year. After getting down to 10 cents it is rising as quickly as it fell, even though the price of coal hasn’t changed much over the past few months. What do you believe is fair value in terms of the share price, based on current coal prices, and do you believe there are any ongoing liquidity or balance sheet risks remaining?
Peninsula Energy (PEN) has recently returned from suspension and is undertaking an equity raise. The company has failed to deliver the targets they had previously stipulated and now need further funds. What are your current thoughts on this company, especially from a risk reward perspective, at the current share price?
Thankyou
Chris
