Archives: Questions And Answers
My questions are about two very different investment propositions:
Can we please have MM’s updated views on LYC following the 14.02.23 announcement with respect to renewal of LYC’s operating license with no changes to the more recent licence conditions (and 16.02.23 appeal announcement). The 14.02.23 announcement states that “If not removed by 1 July 2023, these conditions will require the closure of the cracking and leaching component of the Lynas Malaysia plant.”
Hi James et.al,
I note that Rectifier Technologies (RFT) have just done a deal with Tritium. Any thoughts on RFT? It’s that electrification theme.
Thanks
Jeff
Given the excellent report and the reopening of the Chinese market is South 32 worth investing in or do you view this as short term?
Hi guys,
It seems the flight industry is starting to get its act together, well at least domestically. What do you think about the SPP from Flight Centre. Their offer is:
I was trying to send a question to James but my email cut out . Perhaps too wordy. It was seeking advice to sell ESS or wait for the formal offer. New investors are buying in a little higher than the 50 cents being offered. I was wondering why. Thanks as usual. Brian
Hi MM, Could you please tell if you think it is time to sell GGOV?
Regards Tim”
When you first get a ‘hybrid’ it usually has a face value of say $100.00. Over the years, the on market price will rise to say $107.00. Towards the end of its life, does the market value start to reduce back to the face value? implying that you should not retain a Hybrid beyond a certain point., i guess balanced with the future income?
Do the Hybrid issuers offer owners a better buy price for a replacement Hybrid when the replacement is about to come on the market?
Hi James and team, I wondering whether you can give your thoughts on ABP and TLG (I hold from lower levels).
