Archives: Questions And Answers
Hi guys your thoughts on ppe it has been struggling but i cant work out why
Its revenue up 88% ebitda up 50% and forcasting to be at the top end of guidance
It also paid a 7c dividend
Its seems like a good stock to own
Am i missing something
Thanks
Tony
What are the prospects of PAN and MCR both have been in downtrend for a long time?
Hi MM People. firstly – many thanks for your informative daily reports; they continue to help me on the never-ending quest to become a better investor. My question is about gold stocks, and what MM’s view is about their suitability for an income-orientated portfolio. I have always resisted investing in gold stocks due to the unpredicatable cyclical nature of the sector. Close to two years ago I persuaded myself to try a gold stock – Regis Resources. It has been a disaster, one of my worst performing stocks that has generated a big capital loss (paper at this point but could soon be realised) and very little income. It seems to me that the traditional position of gold stocks being defensive has largely broken down. I would be interested in MM’s general views on gold stocks for income investors, and any comments you have on RRL specifically.
Hi James and Team
Mincor and Healius have both had takeover offers made this week. Can I have your view on both. Would you sell into the strength or let it play out. Do you believe there may be another bidder for Mincor?
thanks
Deb
Good Morning, I currently hold TLG, I wondered how MM view this company. Recently elevated to the ASX300, has just released an announcement that the MOU it had with Mitsui for years is no longer in operation. This relieves TLG of any JV obligations with Mitsui as now the financing opportunities have changed somewhat for a company with its major asset, now deemed a critical raw material, in Europe. It has one more hurdle to overcome which is the mining permit decision due on April 5th. I see this company as long term hold, but I wonder how others view it, as there can always be issues that the better educated stock market gurus take into account and the likes of me can’t see
regards
Chris Darby
With gold at all time highs in AUD terms what are your thoughts on why share prices of the likes of EVN RRL NST and even NCM are so far below highs of 2020 (>50% in some cases). In general terms do you see a return to these previously achieved levels for Aussie gold stocks or is there no longer as strong a correlation.
For March the big 4 banks are down – ANZ 8.1%, CBA 4.1%, NAB 9.2% and WBC 5.1%. Why are ANZ and NAB down way more than the others?
Your thoughts on mblpd?
Hi James, I love the Morning and Afternoon emails from MM.
