Archives: Questions And Answers

MercadoLibre (MELI US) and DroneShield (DRO)

July 18th, 2025 by

Hi Team,

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JLG

July 18th, 2025 by

Hi Team
Re Johns Lyng, are they sitting on franking credits? If so any chance they will pay a franked dividend before the takeover? Assuming it goes ahead.
Thanks
Phil

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Hi James & Team
What’s your latest view on the ETF – VBTC for some Bitcoin exposure? Your last update on bitcoin was the 1/7/25 – “We don’t invest in Bitcoin at MM, but as we’ve said before, it’s not a market we would sell with the Trump family so heavily invested in the asset class.” Back in May it was a Shawn – TRADE IDEA – Buy at $31 with stop loss at $29. Unfortunately it traded up from there and was not executed. It’s trading at around $37 now. At what price would this ETF be recommended or has the opportunity passed?
regards
Debbie

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Green Critical Minerals (GCM) and MTM Critical Minerals (MTM)

July 18th, 2025 by

Hi James,
I have been watching both MTM & GCM for months as both appear to have interesting technology and claim to be rapidly approaching commercialization. Their respective share prices have more than tripled whilst I have had them on my watchlist. As I haven’t been able to assess their revenue/profitability potential I have been reluctant to hit the buy button.
Any insights into these two companies would be much appreciated.
Kind regards
Geoff

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AAIG shares holders

July 18th, 2025 by

I’m following up on a discussion from 2022 where someone asked about AAiG and HALO Technologies issues.

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Adobe Inc (ADBE US)

July 12th, 2025 by

I am interested to know your views on Adobe..
Have watched them for a while but as yet not bought any..
There was some concerns of how Adobe was executing with AI..
Figures do look pretty impressive over most recent reports unless there is something I am missing and they are aprox 23 times pe and 18 x fy 26 which certainly doesn’t seem too expensive..

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IPH Ltd (IPH)

July 12th, 2025 by

Hi MM Team
IPH has halved in price over the last 3 years, though it does seem to have bottomed out in ‘25 around mid 4’s. As far as I can see, your last update on IPH was in ‘22. At these lower prices it provides a decent 8% Div yield with a PE of 9x. As an international IP/patent firm based on a large legal team across multiple jurisdictions. Seems like an area that may be subject to significant AI activity which may affect costs & competitor actions, even a disruption. What’s your thoughts, update on IPH? Would you consider for a hitlist?
Many thanks
Glenn