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Hi James and team,
I’m on the road so need to keep communication brief.
Would appreciate your views on DBI, the reasons for the sharp drops over the last few days and whether this sell off might continue.
Thank you for your valuable insights as always

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Hi MM team,

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Hi James and team,

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Hi Market matters Team,

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Hi MM,

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1. What is your view of DUG following its recent reporting and would you consider it for MM’s watch list?
2. Has DUG’s proprietary data centre immersion cooling system which greatly reduces energy usage and costs received adequate attention from the market?

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What are your thoughts on HIMS & HERS as a medium-term investment?

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Good morning guys,

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Hi guys, after CSL’s huge drop after its results I’ve seen a lot of commentators come out saying its a buy. I note that you don’t plan to average down but if you weren’t holders would you be buying? Notwithstanding some of the uncertainty, its trading at the bottom of its range of the past 5 years and I’m looking for reasons as to why this isn’t a screaming buy? All the best, Josh

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Appreciate if we I can have your views on two uranium miners (PDN and BOE), especially what would make you pull the exit trigger and at what price you would consider exiting.

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