Archives: Questions And Answers
I guess we all have a bugbear share or two in our portfolios – mine is currently Navigator Global Investments Limited (NGI). We have held this share for some years in our income-orientated SMSF, and had good returns in the early years. Then in mid 2022 NGI announced a share placement to part fund an investment in Invictus Capital Partners, with a reduction in the dividend payout range to also help fund the acquisition. Should have seen that our investment thesis had fundamentally changed – the share price marched downwards and the dividend yield hasn’t recovered. We now have a significant unrealised capital loss, and NGI have now come back to the well with a Rights Issue to fund another acquisition. It looks to me that if we don’t partake our shares will be diluted circa 10%. Does MM have any general thoughts on the merits of the current Rights Issue or NGI’s future prospects? I have come to view MM’s publications as a very welcome BS-free source of information amid the tumult of market ‘noise’, most of which is self-serving – keep up the good work.
First I would like to wish all the crew at MM a great Christmas and a better New Year.
I would love to hear your thoughts on APM as It appears to have a good fully franked dividend. But of late the share price has been hammered
Hello James, I am really enjoying MM – your explanation and reiterations of your plans are so helpful for my blood pressure!(-:
I have 10%cash. If I choose to invest 5% now/present then what stock you invest in for 2024. Or would you hold off?
Thx so much, Bob
Hi guys
Your thoughts on the future of coal companies like nhc and whc in light of the climate change push to get rid of the use of all fossil fuels
I know it wont happen overnight but if they get their way it surely affects their future profitability
Thanks
Tony
Hi guys, sorry for the repeat questions; I have an ASX200 position and looking for a nice exit.
Have tonight reread all the questions and answers on MMS and SIQ along with the Stock Report on MMS which has produced a two part question please.
1. With SIQ winning the SA Government contract from 1 July next year we have seen its share price bounce, why then is there no significant movement down in MMS shares but do note that they is in a slight downtrend anyway in recent days.
2. In regard to the MMS Share Report it has me perplexed. Firstly SIQ is not a peer company and secondly the overall score is 9 yet fundamentals is only a 4. Perhaps we need a webinar on how to understand these reports especially for old blokes like me.
Loving Market Matters and the ability to ask questions. Regards Geoff
Dear James and Shawn
Hi MM team,
