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Archives: Questions And Answers

What doesn’t the market like about Centuria Capital Group (ASX: CNI) recent capital raising?

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I generally don’t like buying stocks trending lower, but CNI look good value to me around $1.75. Am I missing something that the rest of the market is aware of? I would be happy to buy at these levels and top up if they fall further, but what are your thoughts on the stock as a longer term investment at these levels?
Chris G.

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FDC Consolidated Holdings (ASX: FDC)

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HI Team, Thanks for the daily podcasts and written reports. I realise I have missed the cut-off, but a quick one if you could fit it in. Just after your thoughts on the recently FDC IPO and listing yesterday. Many Thanks Jeremy

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Amotiv Ltd (ASX: AOV)

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Hi Market Matters
Can I have your view on AOV – Amotiv.
Is this a stock to hold for yield? I’ve read it has been mispriced by the market and has a grossed up yield of 10%. Would you consider this for the income portfolio? If so at what price would you enter?
regards
Debbie

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Maths or demand?

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Okay, simple question,
I understand the maths when it comes to a strong US dollar and $USD-priced commodities in a global market. But when does demand trump the maths? (pardon the trump pun).

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An update on Northern Star Resources (ASX: NST)

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Hi,
I think you last commented on Northern Star was in early June, as Elliot became involved. I am wondering whether you have an undated view on the stock?

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Thoughts on Steadfast Group Ltd (ASX: SDF) Please

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Comment on SDF please.

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Sudden drop in Asian ETFs?

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Crickey! I’m heavily invested in Asian ETFs, but on Friday 26th it dropped by 4.71%. This was pretty shocking for me, or is just life? It appears to be because of concerns about future demand for the demand of semiconductor, and other picks and shovels supporting the hyperscalers, AI and data centre development.

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Pullbacks & Corrections

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Resources (I’m writing this on Monday and also the EOFY, so we’ll see what the coming week brings. In your Webinar, Shawn implied that we commodity investors seem to think that in a bull market we expect our shares to go up every day. That’s a bit condescending. I have shares in Australian and North American companies in gold, silver, uranium and others. I expected volatility right from my first commodity buy in 2019. But this calendar year the majority of them are down anywhere from 20% to 65% and falling. Should I call that a pullback or a whopping big correction? I don’t see how that can possibly look like the beginning of a super cycle. What am I missing?

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Watching Argo Global Listed Infrastructure Ltd (ASX: ALI) on the Income hitlist

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Hello James and crew,

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Commodities Supercycle – 5E PGM’s

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Hi MM,
Another question. I really enjoyed your Commodities Supercycle podcast – very informative! You don’t mention 5E PGM’s. You do cover gold as a PGM but Platinum/Palladium and the rarer but more valuable Iridium/Rhodium aren’t mentioned. Are you less bullish on these as future facing?
Regards,
Peter

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