Archives: Questions And Answers
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,
Couldn’t the forthcoming dividend from PLS be higher than consensus. PLS has a whopping $3.3BILLION in cash which must be generating considerable interest income in addition to spodumene revenue. There are 3billion shares on issue so if the dividend were only 10c, that’s less than 10% of the cash kitty. Is the PLS market price telling us that the forthcoming dividend is going to be much more than 10c ?
Hi , I have these stocks and wonder what your view on them are?
Buy , hold , sell? While I think the reporting was just ok, they certainly are not shooting the lights out.
I had them before I joined MM, And I am slowly getting my portfolio to be close to your’s.
Hi James and Team
Now that we have held CBA for the fully franked $2.40 dividend – what are your plans towards CBA in the income portfolio? Is there a range you expect CBA to trade in and is there a price you will consider selling and maybe using these proceeds towards a stock on your hitlist?
regards
Debbie
Hey James and Team
Thanks for your ongoing commentary.
My questions :
WTC – following Wednesday’s results you stated ” MM has no interest in WTC ” . At what price would you consider buying
MP1 – It is in an upgrade cycle . Would MM add to your position here?
General Advice only
Thank you
David
Hi guys
Your thoughts on whitehaven coal it seems that there are rumours that the govt might put an extra tax on the coal and gas industry
Do you think this is a problem fo whc as i thought their report was very good including a 42c dividend which is about 7% fully franked and they are also sitting on alot of cash
Since the shares have dropped over 10% do you think this is a good buying opportunity
Thanks
Tony
