Skip to Content

Archives: Questions And Answers

Does MM like Vulcan Energy Resources (VUL) here?

by

Would Vulcan Energy Resources be a reasonable investment now it has dropped so much in price?
Thanks
Sue

  • Posted in
  • Comments Off on Does MM like Vulcan Energy Resources (VUL) here?

Thoughts on Core Lithium (CXO) SPP

by

Any thoughts on the upcoming SPP at 40c a share?

  • Posted in
  • Comments Off on Thoughts on Core Lithium (CXO) SPP

S32

by

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.

  • Posted in
  • Comments Off on S32

MM’s view on Seven Group (SVW) please

by

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

  • Posted in
  • Comments Off on MM’s view on Seven Group (SVW) please

Your opinion on TLS, TPG, PPT, APA for dividends

by

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

  • Posted in
  • Comments Off on Your opinion on TLS, TPG, PPT, APA for dividends

Does MM like AIC Mines (A1M) for copper exposure?

by

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

  • Posted in
  • Comments Off on Does MM like AIC Mines (A1M) for copper exposure?

Thoughts on Smart Group (SIQ) going forward please

by

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

  • Posted in
  • Comments Off on Thoughts on Smart Group (SIQ) going forward please

Why did WiseTech (WTC) get hammered this week?

by

The reason for the 20% drop today their result seemed very good

  • Posted in
  • Comments Off on Why did WiseTech (WTC) get hammered this week?

Thoughts on the APA rights offer?

by

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

  • Posted in
  • Comments Off on Thoughts on the APA rights offer?

Is MM thinking of increasing your APA holding through SPP, or in the market?

by

Hi MM,

  • Posted in
  • Comments Off on Is MM thinking of increasing your APA holding through SPP, or in the market?
Back to top