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Hi Team,

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Hi Guys,

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Hi James and team,
CSC, currently listed on the Toronto Exchange, lists on our market today.
What drives a company like Capstone (operating mainly in the US, Mexico and Chile) to co-list in the Australian market?
As it’s about 5 time bigger than SFR, what are the implications for our Cu producers ?
Regards, JanP

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Acknowledging your views on moving down the risk curve and that REA, CAR and WES have rallied hard of late would these also be stocks you’d be looking to exit if they were in the portfolio?

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Hi James,

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Hi guys, thank you again for the work put in.
Not really a question, but a penny for your thoughts.
I was reading a month or two ago about the U.S. requiring huge funding and flooding the market with record amount of bonds, in turn, lower prices / higher yields. Do you think that this is still a possibility and do you think the U.S. may be facing an issue where they are fighting to get rates lower than the market is setting?
I know it seems crazy at the moment!

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Hello James and the team. Have been a subscriber for some 3 yrs now and thoroughly enjoy your service. Ive enjoyed great success with it.

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Hi Guy s All best for 2024

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Hi guys
I missed you sell call on CAJ (my fault) and I’m finding that it’s back to breakeven for me. Your reports say it has a wide range of possible future outcomes and broker consensus seems to be mostly buy. Just wondering your thoughts on CAJ now?

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Hi guys
Your thoughts on close the loop it is still well off its highs although it appears to be trending higher at the moment
if you read their announcements they continue to significantly increase their earnings and profits
It seems to be in the right space ie recycling
Thanks
Tony

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