Archives: Questions And Answers
Hi guys,
Thanks again for the updates and reviews each day, by far some of the easiest to read through.
On Monday morning you discussed Chinese facing stocks with HK-H chart. Could you provide some more details about your thoughts how this may play out over the short term. I’ve seen it drop over 5% this week and may have jumped the gun with an entry. I had areas of 6400, 6300 & 6200 marked as short term support. Do you think we could see this back at recent lows of 6000? I was looking for 6900 & 7200 for short term target but doubting my view now. I know its quite volatile, hopefully we’ll see a big turn around on Friday.
Thanks Simon
Hi James,
MMS reported last week and it seemed to be a good report, the shares went up 13% on the day. Since then, however, they have been falling like a lead balloon, currently down nearly 25% at the time of writing. SIQ price has behaved a bit the same. Do you have any idea what is going on?
With the rapid increase in the EML shareprice post reporting , and understanding you have this stock already in the portfolio do you at this time consider EML as a buy?
Hi James and team
I appreciate that you have recently written much about APA and their SPP but I would value your review and synopsis of the offer.
On 16/08 MM was neutral APA and reconsidering the holding because of investment changes (eg. the Vic ban on gas connections, etc.). APA is heavily leveraged and the capital raising will just quickly more to their debt load.
Recently MM was more positive the company and indicating that MM would participate in the SPP.
I look forward to your updated thoughts and comments on the APA_SPP
Regards, JanP
Thanks James and Team for your ongoing commentary,
Hi Team, Arafura is now trading for about half what I paid. Would you recommend buying more for growth?
I don’t understand.
What’s the go between Regal Partners (RPL) and GQG Partners (GQG) offer to take over PAC?
Why would RPL offer to pay with GQG shares & dilute their potential holding.
When would we expect the next move
Hi, would appreciate your opinion whether MM will participate in the SSP.
Thanks
Mark