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Archives: Questions And Answers

MM’s current thoughts on WSA

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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?

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MM thoughts on WSP, AD8 & NTO

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Hi James and Team

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Thoughts on NBI, MXT & MOT

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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?

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What’s MM’s view on WPL & SIQ?

by Shawn Hickman

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.

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Is Zip (Z1P) wrong?

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Hi James/Harry,

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What does MM think of TNT?

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James,

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Should we chase ABR higher?

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What is your view on ABR? It has been consistently rising.

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Understanding some stockbrokers rhetoric

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Can you please explain the stockbrokers definitions of stocks you list in your afternoon report. eg Overweight, Underweight, Neutral, Outperform etc etc.

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Does MM like Codan (CDA)?

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What are your thoughts on Codan’s price drop, given its recent financial report highlights and dividend increase, please?

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What are MM’s thoughts on HomeCo HMC?

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What are your thoughts on HomeCo. Seems to be quickly building a satellite of Property Trusts to manage, having started with buying the masters property portfolio.

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