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Archives: Questions And Answers

AGL Energy (AGL) and APA Group (APA)

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Very much enjoyed and got value from Thursday’s Morning report! While you would not swap APA for AGL, can you also please clarify if you would sell AGL for APA, or do you think the relative recovery potential for AGL (for existing holdings) is better than additional growth potential from APA?

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The influence of uranium traders

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I was looking at the chart of one of the Uranium ETFs this week (pity I couldn’t attach it). For the past 12 months there have been heavy trading volumes, both buy and sell. In fact, they almost cancel each other out. Obviously, traders (and bots) take advantage of the volatility in the sector, but are their volumes enough to actually keep a lid on the share prices?

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Your thoughts on Inghams (ING) and Spark New Zealand (SPK)

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Hello,

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James Hardie (JHX)

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Hey guys, If you weren’t in JHX do you think you’d be nibbling with this sell off? What are you planning on doing with your holding?
Cheers
Josh

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View of Bell Financial Group Ltd (BFG)

by Vanessa Chin

Hi Team,

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Risks in investing in ETFs

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Hi James & Shawn.
Dumb question I’m sure, but what is the risk of losing money if the ETF provider (Betashares/Vanguard etc) gets into trouble or goes broke? If I buy into an ETF what do I actually own?
Regards Jeremy

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Newmont Corp-CDI (NEM)

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Hi James and M&M, Newmont (NEM) is currenlty at $109.03 and is almost reaching its 52-week high of $110.66. You have stated in your report that, Gold: We can see the precious metal making new highs this year, but most local names are likely to fail to make new 2025 highs.
Do you see any more upside to Newmont this year or will it fail to make new 2025 highs? Thank you, love your work.

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Gold Road Resources Ltd (GOR)

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Hi Guy`s

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School cyber security Qoria Ltd (QOR)

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Qoria (QOR) seems to be a growing cyber security software company specialising in school security. It continued very good growth last qtr & seems ready to turn a profit. Share price jumped after last qtr results. It’s emerging in an important space.
Can you add more info to their emerging story, what are their prospects for growth & profit and where is their competition?
Really appreciate your views on the IT space in Australia where we might be able to find some niche markets.

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Revolution Private credit Income Trust (REV)

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Hi Team,
Enjoy your weekly Q&A session.
Please may I have your opinion on the new prospectus of Revolution Private credit Income trust with return of RBA cash rate plus 4%. Is that good enough with the risk the type of investments it carries.
Keep up the good work
John

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