Archives: Questions And Answers

I hold this stock and plan to top up to put it into my top 10 holdings. They still need binding offtakes and finance is not finalised yet. What are your thoughts on Talga’s future in EU EV supply chain.

ILU is currently in the flagship portfolio and MM is bullish with a target of $13. However on the mail information screen where the consensus information is given it says the long -term growth rate is minus 31. The BUY rating is 2.80. How is MM’s bullish stance reconciled with such a minus growth rate?

Hi James and Team
The big 4 banks have now reported, and NAB, WBC will be ex Div end of this week with ANZ following on 15th May.
What is your current view on the Big 4 for holders of the 4 banks who have held for the dividend income. Where do you see the prices recovering to after going ex div? if one would like to lighten exposure to the Banks heading into the 2nd half of the year? and when – Of course May/Jun is usually not positive months.
regards
Debbie

With OZL gone and SFR already well up from the 2022 lows, do you see HGO as a copper option or is it too early/ small to rate?

James,
Your piece on Thursday about uranium made interesting reading but I wonder why you have ignored BOE in the mix which is Australia’s next uranium producer. Fully funded, no debt and everything in place to commence Q4 production. It seems to me that this company is a great investment in the uranium sector.
Looking forward to your comments.
Cheers
John

Hi James, Sean and Harry,

Hi James and Team
Allkem and Livent to merge – About 15% move today on the news. How would you be playing Allkem? Would you be holding long for shares in the new merged company or sell into this strength? If sell at what price?
regards

What is going on with the sell down of MQG. Good results , banking crisis is subsiding . Why the selling down ?