Archives: Questions And Answers

Why is Grange Resources (GRR) cheap?

November 4th, 2023 by

Why is the P/E ratio of GRR lower then other iron ore companies like CIA, RIO and FMG?

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Thoughts on West Africa Resources (WAF)

November 4th, 2023 by

What are your thoughts on WAF? They traded a very low PE of 4.9 and are expected to double gold production in 2025 with the opening of a new mine. The share price has been going backwards, despite broker price targets of 2x to 3x the current price.

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Is MM more of a fan of NIC following its recent Quarterly Activities Report?

November 4th, 2023 by

Can we please have your updated views on NIC following its quarterly report.

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Thoughts on Duratec (DUR) and the FANG+ stocks please

November 4th, 2023 by

Hi Guys

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Idea! MM Investor Day!!

November 3rd, 2023 by

Hi Team,

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Switching into Growth stocks

November 3rd, 2023 by

To the MM team,

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Thoughts on the out of favour commodities – fossil fuels.

November 3rd, 2023 by

Hey Guys,

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Thoughts on Japanese bonds/rates

November 3rd, 2023 by

Hi guys. Thanks for the behind-the-scenes work which go in. Could you give you thoughts and implications with the Japanese rate curve please. Obviously the currency is being targeted so push the rate control to be raised. If they were to allow the rates to go to 1.5-2% what would happen with our own bonds and equities, along with other international markets. How about exchange rates? How likely and timeframes for such a move?