Archives: Questions And Answers
Hi James and Team
Can you give us your current views on Bowen Coking Coal and Calix please.
regards
Hi James and Team,
Considering it’s recent share price gains, just wondering whether MM has a view on the recently announced SPP at $7.30 per share.
Thanks
Geoff
For growth portfolio given that inception was 10/5/2016 is it please possible to get performance of portfolio over different periods other than 1m, 3m, 6m, 2023 and 3 years . Performance over 12 months, 2 years, 5years and since inception would be desirable. The same query applies to other portfolios which have reasonable period since inception. Please also advise if performance figures quoted includes the 0.85 % per annum management fee?
Hi James and Team
Watched the Webinar today – Marcus Padley recommended the FANG ETF for International exposure to Tech. If one does not have direct International exposure would you agree the FANG ETF would be the way to go? You mentioned Microsoft, Snowflake are included in this ETF which M Matters have in their International Portfolio. This ETF is trading at it’s highs for the year. If you call it a buy at what price would you get in? Ben mentioned if Fed pauses growth could sell off – Should one wait and see at this stage for a better entry point?
regards
Debbie
I hear that BMW (Germany) is on P E 6.5 (Tesla P E 50). Can I buy in my own name or my Super Fund
What is current price ?
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
