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Hi Guys,

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Hi guys
Van eck have just released a new etf asx lend which accesses private credit
It is supposed to return around 10%
What are your thoughts on this etf
Thanks
Tony

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Hi MM,

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Hi James and Team
ASB – Can I have your current view on Austal – it has rallied recently. It reports on 26 Feb. Would you hold until they report or do you feel they will disappoint again and would sell into this rally?
XRO – Xero does not report full year results until May 2024.
After disappointing the market in Nov 2023 in their half-year results are you still looking at selling into strength with a price target of $120 still looking possible or has this sell price target been lowered?
regards

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Hi James and the team ,

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Hi James & the MM team

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Hi James and team,
Thank you for your informative regular updates on the market.
Unfortunately I sold my AGL holding after the stock dropped on Macquarie’s downgrade. I note that MM is neutral on AGL after earnings and the 10% price reversal. In MM”s view would it be a good strategy to buy back and at what price please?
Thank you again for keeping us subscribers on track.
Adel

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Hi MM,

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Thoughts on MFF

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Happy New Year MM team!

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