Archives: Questions And Answers
Hi James, Sean and Harry,
Hi James and Team
Allkem and Livent to merge – About 15% move today on the news. How would you be playing Allkem? Would you be holding long for shares in the new merged company or sell into this strength? If sell at what price?
regards
What is going on with the sell down of MQG. Good results , banking crisis is subsiding . Why the selling down ?
Hi Team, what are you current thoughts around SLX since dropping recently to $3.23? What was the reason for this and is it a buy here ?
Hi Team,
Is there an alternative to GGOV for investment in Treasury bonds? The trading volume seems too low for any meaningful investment amount. How do you read a cash flow report to see if a company is profitable, e.g. the latest Quarterly Activities/Appendix 4C Cash Flow Report from DRO?
Thanks & regards,
Sidney
Hi M & M, your thoughts on Lepidico LPD Quarterly Activities / Cash Flow statement are they in profit?? Are they doing well as a company? Thank you, Keep up the good work.
Using MIN as an specific example, would you please explain the logic MM works through in order to decide we made a mistake and it’s time to tealise a loss and move on. Does it come down to the quantum of the loss? Is 10% too late?
What do think of Metrics direct income fund([EVO2608) Thank Max