Archives: Questions And Answers

Xero Ltd (XRO)

July 11th, 2025 by

Hi James & Team
XRO has fallen to $173.81 this morning – below the SPP Price of $176. If you still held XRO would you be participating in the SPP? Would you go ahead and purchase the shares now ($2 below the SPP price?) or do you think the share price could continue to fall?
regards
Debbie

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Your further thoughts on Helia Group (HLI) and Inghams (ING)

July 11th, 2025 by

Dear Team,

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The recent call on Commonwealth Bank (CBA) in the Income portfolio

July 5th, 2025 by

Hi MM team, I found your call to potentially sell CBA from the Income portfolio very interesting. Interesting because I sort of have a similar quandary regarding my holding of DBI. MM’s CBA investment pays a 7.7% dividend that is fully franked (div/entry price).
I have read and I think I understand the rhetoric about CBA and its lofty price but it’s a comfortable cashcow. Please can you explain why MM is looking to potentially sell. Does MM have a replacement investment of similar ilk in mind (income and risk)?
Or is it just a funding vehicle for the next buy?
Thanks and regards, JanP

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APA Group (APA)

July 5th, 2025 by

Morning Shawn & Team,

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The ETF Ponzi Scheme

July 5th, 2025 by

Hi Guys,

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Alkane Resources Ltd (ALK)

July 5th, 2025 by

I am a long term holder of Alkane and it has been a bit of a ride although I have managed some alpha to keep ahead. The latest merger proposal seems to have some logic to create a more liquid and potentially more attractive target, but I am wondering why Mandalay sees this as an opportunity. My conspiracy theory misgivings is that it may make a way for the tightly held shareholders to liquidate their positions. Am I overthinking this. I always value your opinion so interested for your take on the pros and cons of this merger for the ALK share price.

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Monash IVF (MVF)

July 5th, 2025 by

Dear MM,
I noted you are buying Helia Group, HLI, for the active income portfolio after its recent drop in price. I was wondering what you thought of Monash IVF, MVF, as an option for this portfolio or as a high risk/reward opportunity. There may be similarities to HLI. Good dividend, possible SP recovery, and a reasonable response (?) to their second mistake. Hopefully they don’t come in threes! Best regards
Mark