Archives: Questions And Answers
What is your opinion of the XERO SPP closing 5 pm Mon 21 Jul 2025?
Good morning MM. E&P analysts reportedly expect a 2-3% uranium supply surplus (4-6 million pounds annually) in 2026-27. Some 2026 price forecasts have been adjusted accordingly. Do you remain positive toward uranium stocks medium term?
I watched an interview with the DRO CEO on Ausbiz 14/7/25.
Question for Saturday.
Hi James and team,
Hi Team
Re Johns Lyng, are they sitting on franking credits? If so any chance they will pay a franked dividend before the takeover? Assuming it goes ahead.
Thanks
Phil
Hi James & Team
What’s your latest view on the ETF – VBTC for some Bitcoin exposure? Your last update on bitcoin was the 1/7/25 – “We don’t invest in Bitcoin at MM, but as we’ve said before, it’s not a market we would sell with the Trump family so heavily invested in the asset class.” Back in May it was a Shawn – TRADE IDEA – Buy at $31 with stop loss at $29. Unfortunately it traded up from there and was not executed. It’s trading at around $37 now. At what price would this ETF be recommended or has the opportunity passed?
regards
Debbie
Hi James,
I have been watching both MTM & GCM for months as both appear to have interesting technology and claim to be rapidly approaching commercialization. Their respective share prices have more than tripled whilst I have had them on my watchlist. As I haven’t been able to assess their revenue/profitability potential I have been reluctant to hit the buy button.
Any insights into these two companies would be much appreciated.
Kind regards
Geoff
I’m following up on a discussion from 2022 where someone asked about AAiG and HALO Technologies issues.
