Archives: Questions And Answers

Hi James and the team,

Hi James & Team,

Hi Guys,

Hi James & Team,

Hi guys

Hi James, I am interested in your current view on MFG as it is hitting new lows. Regards Jeff

Hi James & Team
Your comment on the 18/2/22 in regards to Wyloo confirming support for IGO’s takeover offer for WSA.
“In the absence of any other bid which now seems unlikely, WSA looks maybe 20c rich i.e. the share price should be trading at the $3.36/share offer less the time value of money/holding cost = loosely this translates to a number around $3.30/share.”
This week WSA has been trading at $3.38 up to $3.40.
Is there any reason for this? Would you continue to hold WSA until the takeover?

Hi James and Team

I see NBI taking a big dive in price and trading some 10% below NTA whereas the other are trading above. Any idea why the NBI price drop and divergence to NTA?

Question for James’ Saturday Q&A – although I might have missed the boat for this weekend! Given WPL and SIQ’s recent good results, I’m wondering what MM would view as a good cum and/or ex dividend sell price range? As an income investor, I always find selling the hardest part of the cycle.