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Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

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Thanks for continuing good daily reports and updates.

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Blimey, talk about moving from the frypan – South Korea – into the fire – Japan! I’m invested in HJPN (Japan hedged) rather than IJP (Japan unhedged) because until very recently HJPN has performed much better. I have been reading lots on Scott Bessant’s move to bolster the yen as it is very much in America’s interest to do so. I watch the exchange rate carefully. But, I’m in rather a fog as to whether I should sell quickly if the traders have their way and it falls, or wait and judge the reaction of BoJ and the US until a direction becomes clearer. Any suggestions from your team would be appreciated. I’m not used to dealing with these huge currency challenges!

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Do you like TLS At 4.74 after report?. Is ASX Limited a short around $64?. What do you see stopping CWY Deal getting done at 3.13?. Will ppt get sold for 22.50? David C

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Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

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Hi MM team,

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Good evening,

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If you were to build a portfolio of 5 ASX resources stocks (across base metals, precious metals and energy) what would be your highest conviction picks right now and why. Can be large cap and small caps.

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Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time – but your latest thoughts pls.
Cheers

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Hi

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