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Archives: Questions And Answers

Wesfarmers (WES) Strength

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Hello MM

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Whitehaven Coal (WHC) or New Hope Corp (NHC)

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If you had to choose between WHC and NHC, targeting a balance of growth and income which would you pick?

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HUB24 (HUB) buy or hold?

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Hi Guys,

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James Hardie Industries (JHX)

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Hi James, I would like to hear your current thoughts around James Hardie (JHX) following the release of their third-quarter numbers. The market didn’t seem to like it much. I would have thought the result was already essentially baked in. Am I missing something? It looks like JHX has a long way to go before regaining the market’s confidence. Do you still view this as a hold, or is MM closer to the view that there are better places to divert funds?
Regards
Andrew

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Catapult Group (CAT) and DroneShield (DRO)

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Hi James, Shawn and Team.

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Gold Road Resources (GOR) & Goldfields

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Hi James
What are your thoughts on the Goldfields take over completely all shares in Gold Road,
Note Gold Road will pay a dividend prior to it being successful in September.

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Thoughts on Suncorp (SUN)?

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Hi James & Team
Can I have your view on SUN – I have held and received the capital return and dividends paid in March. Would you be holding any insurers at the moment? Would you be selling and using the capital elsewhere?
regards
Debbie

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Block Inc – CDI (XYZ)

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Hi James, Shawn, and Team,

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Electro Optic Systems (EOS) v DroneShield (DRO)

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Hi Market Matters Team
Can I have your view on EOS (Electro Optic Systems). They announced an order from a European naval systems integration business worth A$53M funded by a Western European government. Have gone up about 22% in 4 days. How do you see this impacting DroneShield? Would you consider EOS as an alternative to Droneshield?

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Lendlease Group (LLC)

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Hi MM,

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