Archives: Questions And Answers
Hello MM Team,
Please assist me with my ignorance! I have read in your report about FMG:
“Cash balance at $US3.3 billion, net debt at $US2.1 billion “. I am not sure, what the “net debt” actually is. Net of what?
Does this mean:
• they would have $US3.3 billion left, after paying off their US$2.1 billion debt, or
• they have US$5.4 but they have a debt to pay, or
• their real cash position is US$1.2 billion ($3.1-$2.1)?
Many thanks,
John
Hi James and Team
Your current view on James Hardie and how long u think before it might recover back to $50+.
Would you recommend the URNM ETF at current prices to get a wide spread of uranium exposure as opposed to adding to existing PDN and BOE holdings.
regards
Debbie
I am not a fan – as a person, a politician, a businessman, a Statesman or an economist – he fails. He is wrecking the US economy, of that there is no doubt. This nonsense will be contagious. The question is how bad and for how long? I’m too old and cranky to wait out another global recession, especially an unnecessary one. Care to comment?
Weakness in share price, does this present BUY opportunity for Flight Centre travel group Ltd, Breville Group Ltd, Audinate (AD8), Reece? Thanks
To the MM team,
Hi James,
As always, thank you for the great work you all do at MM. I am interested in MM’s current view on Regal Partners.
The Mar-a-Largo Accord is the idea that the US will give the G7, the Middle East, and Latin America security and access to US markets, and in return, these countries agree to intervene to depreciate the US dollar, grow the size of the US manufacturing sector, and solve the US fiscal debt problems by swapping existing US government debt with new US Treasury century bonds.
This all sounds crazy to me and absolutely chaos….which is all playing out exactly as I thought so far. And we’re not even half way through year one!
Does it not concern you that this is just the beginning, and that a recession is coming and that everyone will continue getting out of anything USA related….stocks, the dollar etc?
Hi Gentlemen,
I bought Maas Group Holdings (MGH) a while ago and watched it climb to almost $5.00, but since it acquired those other companies (which analysts considered a sound decision), the price has fallen to as low as $3.50, even after a large on-market buy back. It appears to be a very healthy operation. What, if anything, went wrong here?
Hi guys, hope you all had a good break last week with the public holidays.
Could you please explain what’s been happening with U.S. bond prices lately?
Do stocks prefer going off the 2’s, 10’s or 30’s?
I understand that with Trump changing his mind every thirty minutes that it upsets the balance, but one moment Stocks are following bonds, then the next it’s against it.
What is the current sentiment towards them. The 30’s aren’t far off the high yields from liberation day but not as high as the start of the year. If they were getting sold off by the likes of China and other countries, then surely the yields would be dropping and stocks would like it. If stocks were following the 2’s then things would be looking good. Right now I have no idea where the smart money is going or even what is doing the leading.
The elephant in the room would be a large sell to move away from USD$, which we have seen and the money going to gold; if this continues or even expands, what are the knock on effects and where do the funds go / how does the US manage such high yields?
regards,
Simon
