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Archives: Questions And Answers

BCB capital raise

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TWE

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Hi James.
Can you please explain the TWER which have appeared in my portfolio. And comment on the value of the TWE entitlement offer.

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Does MM see value in Endeavour Group (EDV)?

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Hi James, I was wondering id you could give me MM’s updated view on EDV. Is it representing value around these levels? What do you think the reason behind the low share price is and do you think the market is applying too much of a discount? Thanks, Josh

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CXL (CALIX LIMITED)

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Dear James and Shawn

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Will KKR have another go at Ramsay Health Care (RHC)?

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I was reading your comments about RHC in the Tuesday morning email and I’m wondering if you think that KKR will come back for another crack at Ramsay now that the share price is down at around the $50 mark or do you think that KKR has decided that it’s all too hard?

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Should we hold XRO after its result?

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Hello do we hang on to our XRO holdings after todays results thank you.

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Does MM have a preference between CNI and NSR?

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Hi Market Matters
Looking to increase my Real Estate exposure. You hold both CNI and NSR in your portfolios. I hold GMG currently. If you had to pick one of these stocks to buy which one do you think has the best risk reward at the moment.
regards
Deb

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Newmont Corp. shares as the dual list

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Hello MM,
For those of us who did not sell our Newcrest shares, how do we determine the cost price of NEM shares please?
Cheers, Mick.

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Why did MM believe the RBA wouldnt hike rates this month?

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Hi Team,

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BHP, CIA,& RIO – Iron Ore

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Dear James, am interested to hear your views on Champion Iron as a leveraged play to the buzz on iron ore? Secondly – MM has put its weight in the Growth fund behind BHP, longer term I can see the point of this, however it is going through a lot of change – why is MM so bullish BHP rather than RIO, which has been through a lot of negativity in the past few years which it now seems to be coming out of positively – perhaps it has better upside in the shorter term? After all MM doesn’t just own one bank…

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