Archives: Questions And Answers
With the rapid increase in the EML shareprice post reporting , and understanding you have this stock already in the portfolio do you at this time consider EML as a buy?
Hi James and team
I appreciate that you have recently written much about APA and their SPP but I would value your review and synopsis of the offer.
On 16/08 MM was neutral APA and reconsidering the holding because of investment changes (eg. the Vic ban on gas connections, etc.). APA is heavily leveraged and the capital raising will just quickly more to their debt load.
Recently MM was more positive the company and indicating that MM would participate in the SPP.
I look forward to your updated thoughts and comments on the APA_SPP
Regards, JanP
Thanks James and Team for your ongoing commentary,
Hi Team, Arafura is now trading for about half what I paid. Would you recommend buying more for growth?
I don’t understand.
What’s the go between Regal Partners (RPL) and GQG Partners (GQG) offer to take over PAC?
Why would RPL offer to pay with GQG shares & dilute their potential holding.
When would we expect the next move
Hi, would appreciate your opinion whether MM will participate in the SSP.
Thanks
Mark
Please explain why companies in your portfolios are shown as active or not? eg only APA is not shown as active in your Income Portfolio.
Hi guys. Loving the subscription!
Would Vulcan Energy Resources be a reasonable investment now it has dropped so much in price?
Thanks
Sue
