Archives: Questions And Answers
Forgive me if this is a bit naive:
1. From 2017 to 2024 Droneshield has just one “Average Annual P/E Ratio” listed of 14.88 in 2023.
2. From 2017 to 2024 the company has just one “Relative P/E Ratio” listed in the same year of 106.8!!
3. Does this also mean zero revenue for the other years?
Isn’t this alarming? What should we make of it?
Hi M&M, could you give an update regarding PMT, a while back 06/12/2024 you stated, ‘if the Li price does turn the company could be on a majors shopping list’. Global battery metals giant Albemarle (ALB US) took a $C109m stake in Patriot Battery Metals (PMT), has that money been put to good use or has the PMT shares suffered dilution. Are they a buy in M&M opinion. Thank you for making me wealthier.
Happy New Year ! Would love to get your view on Pentanet for 2026.
Thanks so much! Josh
You have a positive consensus on Nickel Industries (NIC), which has recently shot up despite forecasts of oversupply into 2026. However, on the flip side, there is the ever-increasing usage of nickel in electric vehicles. Is nickel the next gold/silver and which other stocks would you refer to? Thanks again for all your guidance.
Wondering what your thoughts are on TLX.
What’s your thoughts on RF1? It’s trading at a meaningful discount to NTA and I like their diversification and uncorrelated mix of underlying investments. Is this a good diversified for some alternative exposure to a portfolio? Any other listed options similar to this?
Hi team,
Hi James & Team
ASM has increase by 130% + this week.
Can I have your view on Energy Fuels offer to acquire Australian Strategic Materials. ” Under the Scheme, eligible ASM shareholders will be entitled to receive: 0.053 Energy Fuels shares or CHESS Depositary Interests for each ASM share held (representing implied value of A$1.47 per ASM Share) and A$0.13 in cash per ASM Share, payable as an unfranked special dividend by ASM. The transaction structure implies an ASM equity value of ~A$1.60 per ASM Share.” Would you hold on to ASM and accept the offer of Energy Fuels CHESS Depositary’s? or sell your ASM shares into the current strength? ASM shares are trading $1.85 today.
regards
Debbie
