Archives: Questions And Answers
Hi James and Team
ACI Mines was mentioned in your Webinar on 15th June.
What is your current view on A1M for copper exposure.
Has reached 40c in June and has recently dropped as low as 30.5c. At what price is the risk reward an opportunity?
regards
HI James and crew,
Following the release of reports today I would appreciate your thoughts on Smart Group (SIQ) as they have been on your watchlist now for quite awhile. Thanks Geoff
The reason for the 20% drop today their result seemed very good
Hi James and Co.
Thanks as always for your terrific commentary…just wondering whether you could comment on the APA rights offer (ie worth accepting the offer ?) and what the deal for Alinta Energy (Pilbara) means for the company’s prospects going forward. If one were holding this stock primarily for income ..is this realistic in light of the above takeover.
Many Thanks
Don
Dear James and Team,
Hi James, could you please comment on Graphite stocks, they look oversold compared to their lithium cousins, both are ingredients for a lithium-ion battery. However, prices for the two materials are poles apart, yet, both are exposed to the same end market, batteries used in electric vehicles (EVs), and static electricity storage systems.
Hi MM Team
Once again Costa disappoints! – How likely do you think the takeover will go ahead and if so would it be at a lower price? Not long ago – “Costa Group (CGC) +12.08% rallied on a private equity takeover tilt lobbed at $3.50 per share”
Afternoon guys
Hi James and Team,