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Archives: Questions And Answers

Is mineral sands operator Iluka (ILU) concerning you?

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Hi James and the team!

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Does MM like any graphite players?

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Hi James et.al,

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I think the takeover of DCN looks poor, agreed?

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Dear MM

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Why would MM sell DUB/PBH?

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Thanks for your ongoing excellent advice, however I was a little surprised at some of your 9 November sales, especially DUB and PBH, which sustained losses on sale of about 89% and 84% respectively (if my sums are right). Selling at the low points these stocks had reached seems counter-intuitive to me, as you have taken big losses and have not generated much in the way of funds for alternative purchases.

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What are MM’s thoughts on Pengana Equity Trust (PE1)?

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Hi Team,

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What are MM’s thoughts on the surge in IGL’s share price?

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Hi

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Thoughts post a Christmas rally?

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Hi,

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Do you like Amazon (AMZN US) around $US90?

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Hi,

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Has the EV transformation got further to run?

by Shawn Hickman

Hi James,

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What are MM’s current thoughts on CPU?

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Hi Team,

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