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Archives: Questions And Answers

What are MM’s thoughts to buy PLS / IGO / LTM?

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Hi James & team,

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Can MM see Evolution (EVN) as a takeover target?

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Once again, thank you for the great service.

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Thoughts on BCB and GL1 please

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Hi James and Team
Can I have your current view on Bowen Coking Coal and Global Lithium. Both significantly down.
Will you be considering averaging down on GL1 especially if you feel this is the beginning of the end for the lithium bear market?
regards
Debbie

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When we will the MMInvest International Equities Portfolio be launched?

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Just

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Does MM prefer Lynas or Iluka?

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Happy New Year Market Matters
Congratulations on your strong 2023 portfolio performance and keep up the great work!
Both Lynas and Iluka are trading at very low price points – do they represent good value or are they too risky at this point in time. Does MM favour one over the other?
Thanks and regards
Rob

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Crypto

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Hi team,
Welcome back. Probably not the only crypto question following the break but appreciate your thoughts on Bitcoin and US ETFs. Where do you sit on this one?
Thanks. Jeff

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JBH powering along

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Just wanted to get your thoughts on JB Hifi and its sky-high share price at the moment. Is this stock going to hit headwinds soon and if you owned it would you jump out now and wait for buying opportunities?

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Distribution of in specie Genesis shares by St Barbara.

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The distribution of Genesis shares occurred in July yet we have still not been advised of the ATO ruling re cost base for those shares. What is a reasonable time for an ATO ruling to occur and why should it take so long?

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DLI, I’m confused after MIN increased it’s stake?

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Hi Team , my understanding is if a company wants to make a full takeover offer they have to own more than 20% of the company ? Why has MIN upped it’s stake to 24% but doesn’t have to take a full takeover of DLI ?
Cheers Craig

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Bank Hybrids

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Hi James
Thank you for helping us through a volatile year in 2023.
You have a number of Bank Hybrids in the Income Portfolio .
Could you advise what is your strategy for Buy and Sell?
Apart from Buying the issue @ $100.00, what indicators do you rely on?
Are you intending to hold to First Call date?
When would be the ideal time to Sell as the Market Price declines as duration approaches First Call date and Maturity
What factors would cause a Sell?

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