Archives: Questions And Answers
Hi Team,
Gents – trust you are well.
Have a question for you in relation to RAMHA – hoping you are familiar.
Trading at par (early days – as only been around for a month or so) offering a margin over swap of 300bps – seems like a reasonable alternative to bank (and AMP) hybrids that are rolling off.
Interested to know your thoughts. Do you like it? Any major risks that could be lurking? Do you think the margin is ok?
Thanks
M
I’m holding a few rate sensitive stocks (CLW, CIP, DXS, APA, TLS). What’s your view on these now given the current thinking around future interest rates. Thanks
Hi MM Team, thank you so much for your investment guidance. It is really valuable. I just want to ask if VGS.asx is a good starting point for a teenager to invest in on a regular basis. I know it is general advice only. Thank you.
Hi what does MM think of new Chinese/Guinea Simandou mine coming online mean for our AU miners in medium (3years) to long term as an impact of potential iron ore price depression due to reduced Chinese demand for iron ore in open market?
Thanks for your insights which I value both for my own investing and for your relevant portfolios.
Hi Team
I have a small holding in L1G as a result of owning Platinum, they have a SSP at the moment. Do you have any thoughts you could share
Thanks
Phil
In Wednesdays report you discussed PCI. It looks a reasonable income proposition but I’m struggling with paying $1.15 (13/11/25) against NTA $1.10. Has it run consistently above NTA?
Good afternoon,
Always enjoy your articles, my question is ALL , which released a strong FY25 result in Nov’25 showing revenue growth of 11% and even better NPATA growth of 12% reflecting market share gains across the portfolio. the last closing price of $59.42, ALL is trading at a 16.0% discount to its valuation. Seems to have been sold down unfairly. Do you see sub $60 as fair buying?
Steve
