Archives: Questions And Answers

Commodities Supercycle – 5E PGM’s

July 4th, 2026 by

Hi MM,
Another question. I really enjoyed your Commodities Supercycle podcast – very informative! You don’t mention 5E PGM’s. You do cover gold as a PGM but Platinum/Palladium and the rarer but more valuable Iridium/Rhodium aren’t mentioned. Are you less bullish on these as future facing?
Regards,
Peter

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Alcoa (ASX: AAI) and South32 (ASX: S32)

July 4th, 2026 by

Are you still positive (see q nd a 27/6/26) on AAI (alcoa) after it’s purchase from s32.

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South32 Ltd (ASX: S32) and Aluminium

July 4th, 2026 by

Hi MM,
Plenty of discussion in the press (and in your daily reports/podcasts) about S32. and its aluminium divestments. Given you are bullish on aluminium and like S32, why is S32 getting rid of its aluminium operations a good thing? Also, S32 still have the Mozambique mine issues that they obviously couldn’t offload as part of this divestment.
Regards,
Peter

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What are your thoughts on Kelsian Group Ltd (ASX: KLS) and Origin Energy Ltd (ASX: ORG)

July 4th, 2026 by

Dear Team,

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Aristocrat Leisure Ltd (ASX: ALL) and Light & Wonder (ASX: LNW)

July 4th, 2026 by

Hi James and Team
Can I have your current view on ALL & LNW.
Over the last fortnight Aristocrat has improved by about 12% while Light & Wonder has dropped by around 18%. MMatters hold LNW in your portfolio. What outlook do you have on these 2 stocks? I hold both ALL & LNW -I’m actually breakeven in ALL at the moment and 16% down in LNW – Is this consumer discretionary sector one to be in at the moment? Would you continue to hold ALL or redirect these funds into another sector of the market? Do you still prefer LNW to ALL?
regards
Debbie

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Endeavour Group Ltd (ASX: EDV) and Ventia Services Group Ltd (ASX: VNT)

July 4th, 2026 by

Hi James,

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BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

June 27th, 2026 by

Hi Team,
Many thanks for the very informative CSC webinar today and the effort you guys put in to give us honest and sincere opinions.
Could you please give your choice between BHP & RIO with your reasons.
Thanks.
Shabbir

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