Archives: Questions And Answers

Costs for Lithium producers please

January 27th, 2024 by

Hi Team,
Which of the lithium stocks in the ASX have the lowest production costs or are still profitable at current lithium prices?

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Thoughts on Brambles (BXB) please

January 27th, 2024 by

I have a large holding in Brambles and have seen their share price rise by over 20% this year. Most of the analysts seem to contend the share value is fully priced. Just wondering your thoughts, take some profits or continue to hold?

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What’s MM’s view on Atlas Arteria (ALX)?

January 27th, 2024 by

Hi James & Team
I would appreciate your views on ALX as it is a while since you reviewed this stock.
The Share Price has fallen to lows near resistance and looks oversold following the share dilution & fund raising for recent acquisitions last year. Now earnings accretive.

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Lithium batteries vs Sodium-ion batteries

January 27th, 2024 by

Hi James and M&M, there is an article in https://smallcaps.com.au/sodium-ion-batteries-rise-shift-away-lithium-gathers-pace/ stating that Sodium-ion batteries are on the rise. Sweden’s Northvolt has harnessed sodium brines to produce a battery that contains neither lithium nor cobalt nor graphite nor nickel. The article further states, sodium-ion batteries are seen as far more cost-effective than lithium ones due to a combination of the abundance of the raw material and lower production costs. Does M&M think this will affect the share price of Lithium mines in the short or long term considering the recent purchase of PLS?

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AAIG and Halo

January 27th, 2024 by

I have $22000 invested in AAIG Shares that are yet to list and I am being asked to subscribe to the HALO research base.

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Chinese H-shares, how low can they go?

January 22nd, 2024 by

Hi guys, Happy new year. What are your thoughts on H-shares. Late last year you had mentioned they were looking like the risk reward was becoming favourable. The falling knife seems to be picking up speed at this point and at time of writing is practical on it’s multi year low from October 2022. Is there a shining light anywhere for the index, do you think this could be the floor?
Regards, Simon

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Update of MM’s Webinar – “Pulse check 7 Highest conviction calls”

January 22nd, 2024 by

Hi James
Referring to your Pulse Check webinar on 6/12/23.
Of the 5 (ABB, SFR, NSR, SRG and ORA ) active ASX listed Companies mentioned as your highest conviction calls can you give me your current pick if you had funding for only one of these companies.
regards
Debbie