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Bega Cheese (BGA) – Australia’s Big, Little Food company

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BGA has had a run up in share price over the past 6 mths. Following their 1HFY25 report recently, there was ~10% price sell down (off strong prices). Your previous report in Sep 24 said it wasn’t on MM radar. Do you have an updated view?
Thanks again
Glenn

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The taking a loss lottery

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Hi MM
I need to take a loss and unfortunately have a number of holdings to choose from! Generally speaking, focusing on the quality of the business and future prospects which of the following would be on the chopping block for selling AD8, WTC , COH ,TPG or MIN?
Thanks

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(APA) Group SPARK (SPK) and Aurizon (AZJ)

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Hi James
What a turbulent Reporting period for the following stocks APA, SPK and AZJ.
All reporting difficult trading conditions
AZJ and SPK now look like Yield Traps and are trading at 10 year lows, whilst APA is facing somewhat different challenges. Considering the Recession in NZ, SPK may offer a Buy oportunity for this one time market darling, for the brave. All offer high dividends, but are they sustainable?
I would appreciate your views on each please.

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Where would you buy Mineral Resources (MIN)

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Hi James, Shawn and Team,

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IGO Report

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Hi MM,

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CAT and yet another Gold Question

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Hello James and the team, I have been with MM for some years now and still it is my best source of relevant and plain speaking analysis of stocks and the markets.

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Question on banks

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Hi Shawn,

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Views on MIN, AGL, & IPL

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Greetings.

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Broadcom

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Looking for your thoughts on Broadcom as an alternative to NVIDIA – also more diversified than NVIDIA with their enterprise solutions business.

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Gold miners VS Physical Gold

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Gentlemen, why do you think there’s such a huge gap between the values of gold miners and physical gold? Are the miners going to play catch-up or will they always trail? I own both PMGOLD (which has performed very well) and a number of gold miners/explorers like PDI, SBM, PRU, VAU etc, in part due to potential M&A. Where would you put (or keep) your money?

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