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Archives: Questions And Answers

Are pubs and clubs finished – Endeavour Group Ltd (ASX: EDV)

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Hi Gents,
First a “thankyou” for everything you bring to your subscription service. It is the most practical and actionable in the marketplace! Just wondering (facetiously) if Endeavour Group is going to zero? Is it simply in the too hard basket, or is there a value you would nominate as fair pricing? Thanks for everything you cover.

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WiseTech Global (ASX: WTC) and Endeavour Group Ltd (ASX: EDV)

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Hi MM,
You have WTC in your growth portfolio and are keen on the stock. My question relates to the ASIC investigation which has gone quiet based on the lack of WTC announcements. However, when ASIC do make an announcement, this could be a very binary outcome for the stock. How would you play WTC pending the outcome of the investigation?
On EDV, they seem to be on a downhill slide even though sales in the first 7 weeks of 2H FY26 show improvement. Is this slide simply a reaction to inflation/interest rate concerns?
Thanks,
Peter

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Private Debt – Dominion Income Trust (ASX: DN1) and Metrics Master Income Trust (ASX: MXT)

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Private debt/private credit, is there a difference? Can you please provide an opinion on the risk/reward for MXT and DN1. Thank you.

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WiseTech Global Ltd (WTC)

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Given the disruption to global trade & shipping what do you think the impact will be on WTC’s future profitability?

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Views on SEEK Ltd (SEK)

by Vanessa Chin

Hi Guys,

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AUB

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Hi guys
AUB is a stock that has had a fall from a 52 week high of $40 to current price $21.81 and a fully franked yield of 4.3% on current price. 1 half “26 NPATA of $90.4m was up 13.9%YoY. There was a $400 m equity raise to fund acquisitions which seemed to spook the market but guidance is for a full year profit of between $220m-$230m
Could you kindly provide your views?
Regards ,
Ray

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Pinnacle Investment Group Ltd (PNI) and Metcash Ltd (MTS)

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Hi James, first i would like to thank you for the regular information provided by MM on the market and the portfolios.

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Evolution Mining (EVN)

by Shawn Hickman

Thanks for the gold shares breakdown yesterday, but I noticed EVN was missing and I understood MM were bullish on EVN. Has the view on EVN changed? Thanks

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S32

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Hi guys, would love your view on s32. With the current sell off in commodities and its silver exposure, would you think it is a buy or is there a better way to get exposure now to base metals?

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Thoughts on HUB24 Ltd (HUB) and NRW Holdings (NWH)

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Hi MM team,
Please can you share your current thoughts on HUB and NWH?
Thanks, JanP

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