Archives: Questions And Answers
Hi James and Team
Your latest comment on XRO was “the ALU euphoria looks capable of taking XRO well into $130-$140 target area – long and bullish XRO”
Do you view the market is assuming XRO can replicate its Australian growth into the US market. If so are you concerned about its US competitor Quick Books who have a dominant 80 to 85% market position which will be difficult to overcome. Has the market become too optimistic of their drive into the US market. How much is the growth into the US priced in to XRO’s current price?
Could this be a headwind or catalyst to disappoint. When do you expect an update from XRO.
regards
With the BHP share price down 10%+ over Jan/Feb, at what price is it a buy?
What are your views on the current takeover offer for CSR? Do you think it is likely to succeed and how do you think it might play out from here? Can you give any idea of the timeframe.
Good morning James & Harry,
Morning Shawn, appreciated the hard work MM put into guiding us in the last few years.
Hi Market Matters
PDN has fallen below the $1.20 price target you had as your latest view when Market Matters will consider buying back PDN after taking profits in Jan. Could you please update us on your current view of the Uranium space and at what price you will consider PDN again.
regards
Deb
