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MM’s updated view on Coal price and WHC/NHC please?

by Shawn Hickman

Can you please provide MM’s current view on Coal prices and WHC and NHC for the first half of 2023

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What does US futures / fair value mean?

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Happy New Year Team!

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Does MM like Japanese Financial Institutions?

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Are Japanese banks and finance institutions worth considering?

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Is the Star (SGR) getting interesting?

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The latest bad news of social/gambling tax on the Star (SGR) brings its market cap close to $2b.

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Does MM like Arafura (ARU) and its SPP?

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Hi,

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Does MM like Endeavour Group (EDV)?

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Thanks for all of your commentary and analysis.

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MM’s favourite copper play, COPX or WIRE?

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Hi MM,

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Does MM still like Coal & ABB?

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1) ABB – I recall (and please correct me if any of these recollections are wrong) at one point MM mentioning potentially selling around $3 but later MM commentary seemed to contemplate ABB as a longer hold, including with regard to evaluating the (hopefully positive) upcoming update in February. With ABB around the $3 mark, what are MM’s current views and plans with the stock? Also, would MM consider it a Hold at these levels as opposed to an Accumulate, particularly with the update around the corner?

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Is MM bearish enough on Wesfarmers (WES)?

by Shawn Hickman

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Your current view on NWL would be appreciated

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It was a disappointing quarter for all of the investment platform companies and Netwealth (NWL) was the hardest hit.

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