Archives: Questions And Answers
Hi Team, Arafura is now trading for about half what I paid. Would you recommend buying more for growth?
I don’t understand.
What’s the go between Regal Partners (RPL) and GQG Partners (GQG) offer to take over PAC?
Why would RPL offer to pay with GQG shares & dilute their potential holding.
When would we expect the next move
Hi, would appreciate your opinion whether MM will participate in the SSP.
Thanks
Mark
Please explain why companies in your portfolios are shown as active or not? eg only APA is not shown as active in your Income Portfolio.
Hi guys. Loving the subscription!
Would Vulcan Energy Resources be a reasonable investment now it has dropped so much in price?
Thanks
Sue
Any thoughts on the upcoming SPP at 40c a share?
Appreciate MM’s interest in S32 at the appropriate price. After today’s full year result and the further sell-off where does MM see value emerge to initiate an entry position. It appears to only be ~4% off 52 week lows.
Hey James and Team. This is a very well diversified Group which this week had a strong report with sound fundamentals. I particularly like its strong ROE. SP has grown strongly over the last 5 years with a strong management team.
I would appreciate your view on SVW and whether you would buy the stock now. You last covered the stock some time ago .
General advice only
Many thanks
Hi James,
Keep up the good work!
I am looking for something that pays a good dividend with some possibility of growth and is unlikely to be taken over. Telstra and TPG come to mind. Do you like either of them using those parameters? If not why not. Personally I have long had a low opinion of Telstra but times change and one must change with them.
Also, I hear little news of PPT these days. Do you think it is a good long-term high yield company? I own some APA and have been hearing some negatives about the company. Is there reason to be alarmed or concerned. I suspect not, but,times are changing quickly.
Paul
