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Thoughts on DGL

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Hi James,

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This is an urgent question
The current market price for MFGO is well above the offer price indicated by MFG to buy back options. Does that mean I should sell ASAP (that will realise a substantial loss) whereas I can hold for a long time as an option. Seems very unusual situation. Is there a difference between the options being bought back and the ones listed on the market?

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The government has released an important position paper regarding gas strategies. https://consult.industry.gov.au/future-gas-strategy. Clearly this has had an impact on BPH Energy Ltd resulting in considerable share price growth over five days. How do you see this policy impacting the gas industry and are there other beneficiaries besides BPH?
BPH is centred around the PEP11 petroleum lease which is a hot potato. So where to now?

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Hi guys
Merry Christmas.
One quick question,
Should Sigma now be on our radar?
Appreciate your opinion.
Cheers
Jeff

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Hi Guys

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Hi guys, thanks for the daily reports.
You’ve mentioned a few times that there will be some decent dividends getting paid through December. Can you expand on what is expected please. When I look through upcoming lists, I’m only really seeing hybrids or the like.
Where / what list would be the best to look at for upcoming dividends?

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Wishing the Market Matters team a Merry Christmas and thanks for the efforts through the year… AMC looks like it may finally have stopped falling, , but do you see any catalyst or merit for the shares returning to the halcyon days above $16.50?

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Hi James, thanks for your informative and useful market insights. Just wondering about your thoughts on Chalice after their dramatic share price fall over the last six months (SPP @$7.30 in May) and now at $1.40. Their assets seem to be good with regular upgrades, is the share price fall simply a reflection of outlook on commodity pricing, with both Nickel and Palladium also being smashed over this period. Do you think value is emerging here? regards, David

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Keen for your thoughts on ORG in light of the rejected takeover & energy transition.

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