Archives: Questions And Answers
The reason for the 20% drop today their result seemed very good
Hi James and Co.
Thanks as always for your terrific commentary…just wondering whether you could comment on the APA rights offer (ie worth accepting the offer ?) and what the deal for Alinta Energy (Pilbara) means for the company’s prospects going forward. If one were holding this stock primarily for income ..is this realistic in light of the above takeover.
Many Thanks
Don
Dear James and Team,
Hi James, could you please comment on Graphite stocks, they look oversold compared to their lithium cousins, both are ingredients for a lithium-ion battery. However, prices for the two materials are poles apart, yet, both are exposed to the same end market, batteries used in electric vehicles (EVs), and static electricity storage systems.
Hi MM Team
Once again Costa disappoints! – How likely do you think the takeover will go ahead and if so would it be at a lower price? Not long ago – “Costa Group (CGC) +12.08% rallied on a private equity takeover tilt lobbed at $3.50 per share”
Afternoon guys
Hi James and Team,
Couldn’t the forthcoming dividend from PLS be higher than consensus. PLS has a whopping $3.3BILLION in cash which must be generating considerable interest income in addition to spodumene revenue. There are 3billion shares on issue so if the dividend were only 10c, that’s less than 10% of the cash kitty. Is the PLS market price telling us that the forthcoming dividend is going to be much more than 10c ?
Hi , I have these stocks and wonder what your view on them are?
Buy , hold , sell? While I think the reporting was just ok, they certainly are not shooting the lights out.
I had them before I joined MM, And I am slowly getting my portfolio to be close to your’s.
