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Macquarie substantial shareholder announcements

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Hi MM team,

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Audinate: USD falling headwind, Bond yield falling tailwind…

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Hi MM Team,
Recently you suggested taking profits/reducing Audinate (AD8) around $13 on the back of its good recent run and the anticipation that a falling USD may hurt their valuation. Since then the price has rallied another ~13% to now $14.77. With your view on (hopefully) falling bond yields in the medium term (which maybe has started to play out now) which should be a tailwind for the stock, I would very much appreciate an update on your AD8 view. Wouldn’t falling yields provide a greater benefit than the falling USD, overall perhaps pushing the stock even higher in the next year or so?

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Has Lindsay Australia bottomed?

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Hello James and Team,
Interested in your current thoughts on Lindsay Australia (LAU). The company used to be on your hit list for the Emerging Companies Portfolio. To us the Stock Report looks good but with some risk.
Cheers, Geoff

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BCB capital raise

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TWE

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Hi James.
Can you please explain the TWER which have appeared in my portfolio. And comment on the value of the TWE entitlement offer.

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Does MM see value in Endeavour Group (EDV)?

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Hi James, I was wondering id you could give me MM’s updated view on EDV. Is it representing value around these levels? What do you think the reason behind the low share price is and do you think the market is applying too much of a discount? Thanks, Josh

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CXL (CALIX LIMITED)

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Dear James and Shawn

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Will KKR have another go at Ramsay Health Care (RHC)?

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I was reading your comments about RHC in the Tuesday morning email and I’m wondering if you think that KKR will come back for another crack at Ramsay now that the share price is down at around the $50 mark or do you think that KKR has decided that it’s all too hard?

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Should we hold XRO after its result?

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Hello do we hang on to our XRO holdings after todays results thank you.

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Does MM have a preference between CNI and NSR?

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Hi Market Matters
Looking to increase my Real Estate exposure. You hold both CNI and NSR in your portfolios. I hold GMG currently. If you had to pick one of these stocks to buy which one do you think has the best risk reward at the moment.
regards
Deb

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