Archives: Questions And Answers
Dear James, thank you for all the excellent work you and the team are doing. I have been watching PLS and it has rallied hard.
Hi MM Team, I’ve been a subscriber for a a few years now and am slowly building my portfolios to match the MM portfolios, so just wanted to say thank-you for all the market guidance you provide.
Is Mayne Pharma a growth stock and worth investing? Is Strike Energy a potential take over target and worth investing? Thanks.
We’ve all watched the rise & rise of the spot price to around US$95/lb over the last 2+yrs. However over 70% of uranium sold is via LT contracts and while the LT will generally follow the spot prices higher (with a lag), currently LT contracts settle around US$70/lb.
What is the strength of the link between LT & spot prices? Can we better select uranium investments based on such variables and their production or startup cycle?
Hi MM,
Hi guys,
I would appreciate your thoughts on Bigtincan please. Thanks in advance
Hi Market Matters
Can I have your current view on Resmed.
It has fallen over 4% so far today (29/2) to around $26.74.
What news has caused this fall?
I have read recently- “March 2024 presents a significant risk to RMD, due to the pending release of Eli Lilly’s (NYS: LLY) SURMOUNT study into the effect of its GLP-1 drug – tirzepatide on patients suffering from OSA (Obstructive Sleep Apnoea) and or Obesity. ”
Hi James
I would appreciate your views on IPH now that they have Reported the 1st Half.
I know you get asked about this stock semi regularly, but any thoughts after the recent price action? It’s had quite the sell off since their latest update.
