Archives: Questions And Answers
Fortunately, I did not bale from ALU last week.
Hi,
Nickel is big news this week, more so after the BIG write down by BHP on its nickel assets. Generally it seems to be portrayed as massive increase in production from Indonesia at lower costs & a slower uptake of EVs making demand not so stratospheric as some forecasts. Is there some other big theme at play? Is BHP’s write down more to accounting standards than a long term shake down of the nickel market? What is your medium/ long term views?
Large rights issue at substantial discount, almost 1:1 to reduce borrowing/ pay interest. Endorsed [? tersely] by related party. Gross 10% yield projected on TERP. How would you assess?
Hi James,
Hi James and Team
This might arrive too late for Sat Q&A – and if not mentioned in Fri’s PM report can you mention your thoughts on SLX on Monday.
Silex has dropped over 4% this morning from a close of $5.10 to a low of $4.87. Has there been any particular news causing this fall? Is this an opportunity to buy given your long and bullish outlook on SLX.
regards
Hi the morning report had some TEC stocks i thought I would Add 2 more to the mix
I have owned DTL in the past and sold it at higher levels had a big fall last 2 days on a report that I thought was ok ?
DDR seems to have reached a high your thoughts ?
Hi Market Matters
The Australian Competition Tribunal is expected to deliver a decision by February 20 on the sale of Suncorp bank to ANZ after SUN & ANZ appealed against the ACCC rejection of the sale.
What market reaction would you expect on the stock price of ANZ and SUN (Market Matters hold ANZ) if the decision is upheld to deny the sale? and vice versa.
regards
Debbie
Can you please provide an updated opinion on JLG. Thank you.
