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Archives: Questions And Answers

Thanks James and Team for your ongoing commentary at both a macro and micro level,
I like your overall offering , particularly the research provided on individual stocks and your views on possible price entry levels ( not generally provided from other sources ) ,
My question relates to the falling share price of PPE . Despite strong fundamentals , including high ROE , and
a low forward PER , the share price continues to consistently fall
Your views on this will be most appreciated . Should I continue to hold this stock ? , General advice only . Thanks . David

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Hi MM team,

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  • Comments Off on MM’s thoughts on Block Inc (SQ2) and AGL Energy (AGL) please

Hi MM Team,

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  • Comments Off on Thoughts please on Hotel Property Investments (HPI) & its property exposure

James

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  • Comments Off on Thoughts on Trading Halt in De Grey Mining Limited (DEG)

Good morning guys,

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  • Comments Off on Does MM like Pro Medicus (PME) at current levels?

Hello James,

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  • Comments Off on Does MM like Infratil (IFT)?

Hi all, Many thanks for that great Resources webinar this week!
Just two questions.

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  • Comments Off on Thoughts on Coronado (CRN) and Strike Energy (STX)

This company has been suspended for months and have a deal to buy a Canadian outfit and expand the business
Now they are asking for more funds via a placement and share offer
Would you subscribe to it? What are the prospects for the company.
Can’t believe they have been suspended this long, a long time normally is not great?

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Hi Team, 1) Is the BCB worth buying at below the SSP price to avoid dilution rather than taking up the SSP? 2) what is your view on BCB prospects? 3) In last Saturday’s Q&A , it is stated ” We do have a preference for holding direct bonds (rather than through an ETF) and right now, we’re more positive on fixed rate bonds so we can lock in the rapid rise in interest rates. We can get ~6% fixed on a bank bond at the moment which we view as relatively more attractive.” How does a retail investor access ~6% fixed on a bank bond? Thanks & regards, Sidney

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  • Comments Off on Does MM believe Bowen Coking Coal (BCB) worth buying below the SPP?

Could you comment if the ABP company split represents good value. It is a little hard to work if buying shares in the new company at $1.41 is value and then what the existing share price price will be after the split.
Thanks Shane

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