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Archives: Questions And Answers

Dear Esteemed Team,

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Hi

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With this illegal war and its ramifications looking like it could continue for some time yet, China looks like a model of stability. It is decreasing its dependence on oil, and investing heavily in alternative energy – which is much cheaper than oil. Half the data centres planned for construction in the US have either been cancelled or are on pause with high energy costs and components availability problems.

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Hi

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Hi MM Team,

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Hi guys, thanks for the effort into the reports.
What’s your opinion on US debt from the war?
Considering their debt has been out of control for years and the only thing keeping them out of trouble is GDP growth. At what point does the spiralling debt become a problem and what knock on will it have for other economies?
Thanks,
Simon

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Thanks for your ongoing coverage and commentary in these interesting times it is nice to know what’s happening under the hood.
My question is on Greatland Resources your opinion on the website is a little old now and I understand they have upped their MRE recently – this company seems solid it goes up well when it should and doesn’t collapse on rumour it seems to behave like a more mature company than it actually is – what do you see as the risks, I see they use contract labour but what is holding you back from this being a favoured exposure to gold and copper

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Dear James and Team

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I’m interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

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Could you comment on what has happened to GEM, please.

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