Archives: Questions And Answers
Open to your thoughts on ClearBridge Global Infrastructure Value Fund Active ETF (CUIV) but in particular whether infrastructure should have a weighting in a portfolio? It appears to have the better performance over the medium to long term compared to VBLD and IFRA.
Hi MM,
Hi MM,
The EML Payments SP has trended upwards again lately. There have been a few similar increases in recent months followed by a corresponding drop but the overall trend seems to be improving. What are you thoughts on EML, are they getting things back in order?
Regards
Peter
JMS currently trades around 19c. Exxaro Resources has signed binding agreements to acquire a 19.99% stake in Jupiter Mines (ASX:JMS), making it the largest shareholder in the company. This acquisition is part of a broader R11.67 billion (approximately $640 million) deal to acquire manganese assets in South Africa’s Kalahari Manganese Field.
The share purchase involves acquiring 392,012,248 fully paid ordinary shares in Jupiter from Ntsimbintle Holdings (NH) at a price of ZAR 3.69 per share, which equates to almost 32c per share.
Hi Team
Dear MM,
I am keen to hear your thoughts on RPL and IEL. Two different companies close to 10 year lows for different reasons. Possibly with sound underlying businesses? I saw your comments on TWE and DXS (on Wed), which prompted the question. Other than WTC (which you have also discussed), do you have a preferred company that you feel could have been significantly oversold? Many thanks,
Mark
A Question for the weekend edition please.
To the MM Team,
