Archives: Questions And Answers
I am interested to know your views on Adobe..
Have watched them for a while but as yet not bought any..
There was some concerns of how Adobe was executing with AI..
Figures do look pretty impressive over most recent reports unless there is something I am missing and they are aprox 23 times pe and 18 x fy 26 which certainly doesn’t seem too expensive..
Hi MM Team
IPH has halved in price over the last 3 years, though it does seem to have bottomed out in ‘25 around mid 4’s. As far as I can see, your last update on IPH was in ‘22. At these lower prices it provides a decent 8% Div yield with a PE of 9x. As an international IP/patent firm based on a large legal team across multiple jurisdictions. Seems like an area that may be subject to significant AI activity which may affect costs & competitor actions, even a disruption. What’s your thoughts, update on IPH? Would you consider for a hitlist?
Many thanks
Glenn
Hi James & Team,
Hi MM team,
Hi Team,
Hi Guys,
Hi James & the Team.
AML3D Limited (AL3) is a technology company which design and construct ARCEMY 3D printing modules. Would you please give us your view of this company?
Thanks David
Hi everyone, thanks for the great advice.
Do you have any thoughts on CRI which seems to be having trouble bouncing off lows around 14 – 15 c?
Much appreciated.