Archives: Questions And Answers
Thanks James for your insight. Both Mirvac and Stockland had gone down substantially. Which is a better buy in terms of risk and reward ? Do u buy now or after end of financial year ? Appreciate your input.
Hi guys
C79 market update in early May missed to estimates & have sold down. Your views expressed in April suggested C79 was in a good place with a very good product, revenues & mining industry going well. However the price just keeps on slipping away with no bottom in sight.
Is there something else impacting the company & its product? Is there are competitor? Is their marketing model (mainly leasing) broken?
Would really appreciate any update & your latest thoughts.
What is MM’s view on ACF? Share price seems to have slowly deflated from over $1.00 to current 83c. Franked yield of 5.9%, a consistent dividend payer and potentially the recipient of contract awards for the Brisbane 2032 Olympic games in the near term to give it a revenue boost over the next few years. Seems an interesting way to tap into the infrastructure thematic. I am a holder but considering adding further. Thanks David
Hi Gents
You’ve recently raised the topic of infrastructure and addressed the likes of ALI, APA and others. Havent noticed any commentary on GIFL. Seems GIFL has significantly outperformed ALI over all periods, and GIFL has also significantly beaten its benchmark over all periods. It also pays a solid yield, albeit not franked like ALI.
Any thoughts on this name?
Hi Market Matters Team
Currently which Uranium stock do you prefer between Paladin and NexGen. I know you hold both but if you only held PDN would you switch to NXG? Also for further copper exposure would you buy CSC (Capstone)?
regards
Debbie
Hi James,
Hi guys, wondering your views on CRN, particularly in the context of the Macro picture playing out.
