Archives: Questions And Answers
Hi Market Matters
Your latest comment on A2M was on 25/3/25 – “A2M experienced a significant re-rating in Feb after delivering a stellar result. Cautiously Bullish. ” A2M reached a high of $9 in March from a low of $5.80 in Feb prior to their results. They have also commenced paying a dividend. It’s price has been supported around the $8 region but this week has fallen over 11% (so far) on no news I can see. Currently $7.73.
Do you know the reason for this price drop and what is your view on A2M going forward?
regards
Deb
I note the comments of Andrew Hauser, Deputy RNA Governor reported in The Guardian ” It is ‘puzzling’ investors are not more concerned by tectonic economic shifts emanating from Washington.” Further he ” warns of Brexit-scale impact as Trump threatens 200% tariffs on foreign pharmaceuticals.”
A former senior executive at the Bank of England, Hauser compared the tariff push to the experience of Brexit, to explain how it can take years for the full impact of major shocks to become clear.
“The day after Brexit happened, everyone thought the world would end, and it didn’t. But 10 years on, you’re seeing the profound effects of some of those changes for sustainable growth rates and for fundamental things in the economy.”
Does MM share these concerns and if so, how should we position for what is to come?
Good evening, Team,
Hi guys, thanks for all the work which goes in to MM.
I’ve gone back to looking at other instruments to trade again as I wait for a pull back. I’m certainly one person who can’t understand current valuations.
Anyway, I’ve entered into a couple of cocoa trades as I get a good carry rate, and to me, the risk reward looks pretty good.
I know it’s not your usual area of expertise, but would like your opinion as I’m assuming you may have better information available through your broker platforms than my general research.
Dear MM,
The returns from NDQ, FANG & IVV over the past 5+ years have been excellent but they don’t feature in your ETF or Growth portfolios. Is there a reason for that? At what price would you consider these. Thanks
How do you pick Australian Government Bonds to invest in? For example GSBG27 4.75% at coupon interest rate till 24/4/27 is priced at $103.59 atm or GSBG37 3.75% at coupon interest rate till 21/4/37 is priced at $95.35 atm? Is GSBG37 priced below coupon value because of the very long maturity date?
