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Thoughts on Capitol Health, Austal and Standline Resources?

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Hi James and Team
Can I have your current view on Capitol Health and Austal
Also is Standline Resources looking like a buy following recent falls?
regards
Debbie

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What are your thoughts on Dreadnought Resources (DRE)?

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What are your thoughts on Dreadnought Resources (DRE), and what would future prospects be.

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Is MM considering EML at the moment?

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Just wondering if you have any future plans for selling/holding EML? You have a decent amount of it in your Emerging companies portfolio at an 80% loss. I thought you guys possibly would have sold it at some point on the way down with all the negative updates as you do with other stocks.

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Does MM believe Elders (ELD) has seen a bottom?

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Hi James,

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Why is Inghams (ING) still going backwards?

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Hi MM
Thanks for your excellent commentary and I’ve just re-signed for another 2 years so please keep up the great work.
Wondering if you could throw some light on why the chicken company Inghams (ING) seems to be going backwards recently in relation to share price. Apparently chicken is one of the cheapest sources of protein so I’d expect ING should thrive during a cost of living crisis!

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Does MM Like US medical device companies ( Stryker, Abbott etc )?

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Would MM consider investing in US medical device companies (Stryker, Abbott etc ) now that older, cashed-up Americans are increasingly undergoing medical device replacements ? J.

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What is MM’s overall Investment Strategy?

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As a new investor in the stockmarket can you speak/give advice about investment strategy. eg. buying and holding stocks versus trading stocks for profit/loss. Dividend reinvestment plans in order to increase portfolio size versus banking dividends as profit.

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Who does MM believe will buy Khoemacau copper mine in Botswana?

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S32 (mkt cap ($17.3M) and SFR (mkt cap $2.8M) are likely bidders for the Khoemacau copper mine located in Botswanna.
The mooted sale price is >$2B. Given SFR’s mkt cap and gearing relative to that of S32, isn’t it unlikely that SFR will win this auction.

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Whats MM’s current view towards BKW please

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Hi Guys…Keep up the great work! Can you guide as to the justification of the meteoric rise in BKW? SOL has recently traded lower and broken the tight correlation the two have had. Is it the recent move into North America? (check with BLD as to the challenges there). What is your current view on BKW please…

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Thoughts on ARN Media (A1M)

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Hi Team,
Love the reports, you make it very easy to understand and follow, keep up the good work.
Just wanted to pick your brain and get your thoughts on ARN Media (ASX Code: A1N). Am interested in investing in this stock.
Thanks in advance!

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