Archives: Questions And Answers
Large rights issue at substantial discount, almost 1:1 to reduce borrowing/ pay interest. Endorsed [? tersely] by related party. Gross 10% yield projected on TERP. How would you assess?
Hi James,
Hi James and Team
This might arrive too late for Sat Q&A – and if not mentioned in Fri’s PM report can you mention your thoughts on SLX on Monday.
Silex has dropped over 4% this morning from a close of $5.10 to a low of $4.87. Has there been any particular news causing this fall? Is this an opportunity to buy given your long and bullish outlook on SLX.
regards
Hi the morning report had some TEC stocks i thought I would Add 2 more to the mix
I have owned DTL in the past and sold it at higher levels had a big fall last 2 days on a report that I thought was ok ?
DDR seems to have reached a high your thoughts ?
Hi Market Matters
The Australian Competition Tribunal is expected to deliver a decision by February 20 on the sale of Suncorp bank to ANZ after SUN & ANZ appealed against the ACCC rejection of the sale.
What market reaction would you expect on the stock price of ANZ and SUN (Market Matters hold ANZ) if the decision is upheld to deny the sale? and vice versa.
regards
Debbie
Can you please provide an updated opinion on JLG. Thank you.
Hi team
A somewhat vague set of questions.
Under what circumstances would YOU use a leveraged ETF?
Can they be held long term (if you can stomach the volatility)?
Is there any point in partnering a leveraged ETF with a non leveraged version of the same ilk? And what ratio would you use. 89:20, 70:30?
Many thanks,
Jeff
Ps. Except for Glencore you hold no equities other than ASX or US based stocks in any portfolio. Any reason?
Happy Lunar New Year Team!
Please advise:
1) where can one find the stocks that currently have SPP open?
2) Does PayPal offer a buy/sell in crypto?
3) Apart from the newly minted Crypto ETF, where can one buy crypto from a reputable organisation without creating own wallet?
4) If Cameco is losing almost US$50/lb on its spot purchases, how would it impact the price of URNM which has a substantial holding in Cameco?
Would it be better to invest in the likes of PDN, BOE & avoid Urnm?
Thoughts on PME after the recent pullback on HY24 and analyst downgrades flowing post.
