Archives: Questions And Answers
Given the large drop in profit for the first half of the year of 59%, much lower coal prices and high capital expenditures this year do you expect NHC to pay a Dividend in May/June. What is expected by the experts?
Hi James
With BHP at lowest levels of the year, would you see this as a compelling buy here or is caution warranted?
Thanks
Alex
I have been trying to get to the bottom of this take over since last Nov. I elected to take a FULL cash consideration but instead received cash plus script ie. Class B shares in Eternal Aus HoldCo Ltd which are held by the Pacific Custodians ( as nominees ) on my behalf !!! ???.
I am just looking at APA and seeing that it has a very low return on capital, exceedingly high debt/equity ratio, why would anyone invest at current prices?
Does the delay by 2.5 months in payment of the dividend x 28 dec but not paid until 14 Mar indicate slow/lumpy cash flows?
The only plus seems to be a reasonable level of dividend yield and plenty of room to manipulate valuation of its main infrastructure assets. How do you value this type of business?
Hello,
Just wondering whether you could give us your thoughts of what is happening beneath the hood at SIQ
It has put on around 67% for the 12 months which is great …but has recently dropped around 9% in the last few days (written 5/03/24).
Looking at the trading there appears to be a lot of cross trades and institutions jumping in and then out of the stock making it volatile but what are the fundamentals beneath?
Can it be held for the long term or is it better to take profit on one of its runs and let the institutions push and pull at it?
Many Thanks
Hi MM,
Hi James and the team.
Hi MM Team,
I have noticed that Droneshield (DRO) has oscillated since the beginning of the calendar year between $0.35 and $0.90+. Do you know the reason for the extreme volatility?
Best regards,
John
