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Hi,
Would like your thoughts on ASML.
Surprising that the stock has decreased in value in the last 6 months, considering the demand for their product. Would this be a good opportunity to accumulate?
Appreciate your insight.
Liz.

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I know gold is on the nose but what do you think of DEG announcement regarding DFS and Cap raise, is it worth putting on a waitlist?
Thanks

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Can you provide any commentary on this micro-cap. Very little coverage available. Fundamentals are an impressive read and management are significant shareholders. Can’t find any reason for recent dramatic share price drop.

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Would you be a buyer/add to SLR circa $0.80c or prefer to accumulate NST into current weakness/pullback with USD at a year high & bond yields?

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Hi team,
Have you ever considered for the income portfolio either KKR Credit Income Fund (KKC) or Neuberger Berman Global Corporate Income trust (NBI) ?
Both pay a very attractive dividend yield. Appreciate your thoughts and insights.
Cheers
Jeff

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Can you please give your assessment of the prospects for CQE and the reason for its recent share price. downward trajectory?

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Hi Troops,
Any clues on Goodman Group (GMG). The share price has come off approx. 7% in the last three weeks. There doesn’t appear to be any detrimental announcements.
Cheers,
Mick.

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Hi there, I have read the recent annoucement from Costa indicating a non-binding offer from PSP of $3.20 per share. Hard question but would you be holding these in anticipation, given the previous $3.50 (pre-downgrade) PSP offer, or looking to offload. Thanks!

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Can you sell Newcrest shares and still get the $+ dividend or is it only payable if your shares are acquired by Newmont

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Hi guys,

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