Archives: Questions And Answers
Hi Guys,
Can you please provide an ASX seasonal chart with monthly returns for the past 10 to 15 years?
Kind regards,
Phil
Hi James & team,
CRN continue to underperform. Are they considered a low cost coal producer, and do they have the balance sheet flexibility to withstand further downside in coal prices. Is this a stock for the long term investor at these record low entry levels?
CXL has fallen out of favour, especially since the Trump election. Are you still a fan of the stock, do you think they have a future, and can generate income. Are you tempted to re- enter at the current level?
PTM has fallen significantly since Regal did their due diligence and decided not to proceed with their offer. Do you believe PTM are trading below fair value at around 60 cents and there may be significant upside if they can improve their returns on investment?
DigiCo REIT (DGT) seems to just been on a downward spiral ever since the share price bounce in mid February. Do you think this is market sentiment or more at play e.g. possible reduction in distributions? The once loved HMC has also been subject to the same market movements and also must be looking attractive at these prices.
As a shareholder in HLI, I read with interest your report on Wednesday regarding the latest news on the HLI share price crash. I note with interest that you avoided the Elephant in the Room by neglecting to point out that the CEO, Pauline Blight-Johnston, offloaded 393,000 shares valued at $840,221 on the 14th, 17th and 18th March – just days before the news broke that CBA was involved with talks with an alternative services provider.
Hi James,
Great Podcasts and valued commentary.
(DRR) appears to represent reasonable Value at current prices.
Last year you were concerned about the purchase of Trident Royalties UK and the subsequent 50% cut in Dividend payout for the future..
With the decisions made on the Olympic 2032 venues ranging from the Gold Coast to Townsville, it seems clear to me that real estate in Queensland, particularly SE Queensland, will boom over coming years. What stocks or other investments can you recommend to take advantage of this?
Following on your favourable appraisal last week of this company, I wonder if you have a method of forecasting the share value based on the addressable market of its key products and the number of shares on the market. The OCC has suggested a US market value of $1.6bn if approval is given. OCC has 200m shares (I believe). This would imply revenue per share of some $7 per share. If costs can be managed, a $5-7 share price wouldn’t be out of the question, would it?
NHC have suffered a 2% drop this morning because the redemption rate to note holders has been decreased from $6.5468 to $6.2358. The dividend of .19c the cause of the redemption drop and subsequent share price fall.
Could you please explain the correlation and if we will suffer a share price fall every time there is a dividend.
Thank you for your excellent work.
Terry
Hi looking at the chart on GMG it’s telling me to sell and take a loss what are my reasons for keeping GMG and buying more ?
