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Archives: Questions And Answers

Thoughts on Genesis Minerals (GMD)

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Hi Team , Would appreciate your thoughts on GMD they seem to be in a good position with more mines opening up as they have the highest grade open pits in WA . Do they pay a dividend ? Cheers Craig

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AIC Mines Ltd (A1M)

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Hi guys
I see you have A1M in your portfolio and i own it two. Ive noticed that a director has bought a lot more shares for himself recently. I view this as a positive and have since purchased more shares in this company. Are you guys still bullish on this company
Thanks
Tony

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Kelsian Group (KLS)

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The price of KLS has fallen significantly in the past year and is now back around the levels in 2020. The business has some significant capex issues at present. There are some asset sales in progress to sure up the balance sheet. This appears to be a solid business in an essential infrastructure like space with decent long-term prospects. Do you have a view.?

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Thoughts on Coronado Global Resources (CRN) please

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Hi MM, what are your thoughts on Coronado Global Res. (CRN) please? I have considered averaging down but the chart looks dismal!?
Cheers, Mick.

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Suncorp (SUN)

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What happens to my SUN shares after the ANZ takeover?

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Insurance v. brokers stocks

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Hi James and team,

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Thoughts on Fortescue (FMG)

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Hello Esteemed Team,

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ASX200 doing the limbo

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Hi guys, thanks again for the ongoing great reports.
With your crystal ball out; what’s your best guess for the ASX200 index? I’ve had my own levels break down while trading the futures; currently the $8000 is holding, although it doesn’t look good especially with the weekend approaching. My next levels are $8220-$8290 which would take it to around 9% pull back and wiping out over 6 months of gains. It seems a little exaggerated when compared to other indices and considering most, of the Trump tariffs have been known since last year, resources and energy have been low for an eternity now and we are somewhat sheltered from the ongoing Ukraine war. Have our fundamentals really changed that much. At what point does it become cheap.
Regards,
Simon

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Acrow Ltd (ACF)

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Hi Team,
Would you please revisit ACF…thoughts
Its a strong consensus buy , with a 5.7% yield
Thanks
Mark

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James Hardie (JHX)

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Hi guys, just wondering if you still feel confident about your thesis for James Hardie and improvements to US construction industry? Was there anything in the recent results season that undermines the thesis? ie, are we looking at tougher times in US construction/housing market than initially thought? Thanks again for all your wonderful work.

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