Archives: Questions And Answers
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
Keen for your thoughts on ORG in light of the rejected takeover & energy transition.
I’m thinking of gifting some VAS shares to my granddaughter for her 21st birthday. I notice, however, that none of the directors has shares in this ETF. Does this not seem rather strange? Would appreciate your comments and whether you would consider other avenues for initiating an investment plan for a 21 year-old financial newbie.
Hi James and Team
Strandline have requested an extension to their voluntary suspension to 15th Jan 2024 when they expect to make an announcement regarding the status of a revised operations strategy and associated funding requirements. Do you have any information in regards to this situation.
regards
Deb
Thanks for a great service – I’d be floundering without it !
Hi,
I have been reviewing my portfolio and revisiting Uranium. I have some exposure via Paladin and BHP and am wondering about adding another pure play or the ETF Global X Uranium, which you have given some coverage to.
I’d appreciate your thoughts.
Given the current and projected situation with bond yields – U.S. falling faster than Australian, is now an appropriate time to buy AUDS? And consequently, do you have a projection for where the AUD will sit in USD value in say 12 months?
How will a decline in DXY and/or weakening USD affect local etfs such as FANG and NDQ?
Rgds, JanP
Hi MM, BTC has been one of the best performing assets this year following the bear market and I notice you have been neutral all year. Given the possible ETF approvals, network and lindy effects, high amounts of government debt and debasement of currencies around the world, halving in April 2024. What would it take for you to be bullish?
