Archives: Questions And Answers
Hi James and Team
Your update on Bowen Coking stated as “holders the cap raise is frustrating given it was done at a deep discount and is highly dilutive as a result. For all the holders of BCB – Will you be participating in the SPP at 17c? if so at what % would you add to your existing holding?
Hi James and Team
“here we go again” – What’s your latest view on Iron Ore and the likes of RIO, BHP and FMG. The China stimulus story has come up again! Do you feel it will be short lived? For the optimist who keeps holding – what’s you view short and medium term at current prices for these stocks?
regards
Debbie
Now that the smoke has cleared from the hype of the BNPL sector. Will ZIP be one of the last companies in this sector. The Australian Govt will be introducing tighter credit checks, which suits ZIP as they already do these checks. The CEO of ZIP has stated that they will be aiming to turn a profit in 2024.
What is MM’s view on Betashares Australian Bank Senior Floating Rate Note ETF (QPON) and FRN’s in general?
Hi James and Team
Can I please have your view on Suncorp.
Especially in regards to the divestment of Suncorp Bank to ANZ. When is the sale transaction likely to be completed?
Would you be holding for the proceeds to be returned to shareholders via return of capital/ fully franked dividend….
Has all this been factored into the current price?
It has run up recently and I’m pretty much break even with my cost price (excluding dividends received over the years).
regards
Debbie
Hi James,
Why is RFF in a big decline in share price?
Good morning gents,
I have been holding onto WHC but it just seems to keep falling. Your last comment was long and bullish around $7 but it is now well below that figure. Has the elastic band stretched to far and is a rebound expected? Should I average down? Thanks for your insights.
Hi there, I can see you thought the risk/reward on AUB was just average at around $24 in January, but since we have seen the share price over $27, but back down now to ~$25.50. Does the current SPP represent decent value at $24.00 given the above in your opinion? Love your work! thanks.
