Archives: Questions And Answers
Hi, re PCI, I looked at ASX announcements after it dropped 8.5c to $1.115 on 3 Feb. I see that it has a net asset backing of only $1.10, and offers a DRP at this level. I recently added to my PCI holding at $1.16 as I was underweight. In hindsight, this was a poor decision. The unit price seems a bit volatile for a debt-based income stock eg v HBRD or QPON, and not sure why it trades above NTA? Do you know why it dropped 8.5c in a day? The DRP is also dilutive to buyers like me paying > $1.10 per unit.
Hi MM,
Is APA Group (APA) a “buy the dip” or catch a falling knife at current rates? I see you hold it in two of your portfolios.
Cheers – Mick.
MAC share price has bounced between $16-$20 over past year. They raised $150M in Oct 24 with Instos to tidy up Bal Sheet & prep for growth. Their price doesn’t seem to correlate too strongly with Cu price. Are they going to grow and make money, so being a worthwhile investment? Are they on your radar? If not, what would it take for MM to consider?
Thx Glenn
What is the price of AAIGL unit at 30 June 2024.
Hi James and Team,
Esteemed team,
Hey guys, thanks for all the work put into the site and reports, it always a good read.
I’ve got an off topic for currency and indices today.
What your thoughts across USD-JPY currency pair? I know Japan is trying to increase their rates and had great data release earlier, however, I thought the U.S $ would be also holding it own with uncertainties around tariffs. If the Yen really gets going, are we likely to see another big sell off like we witnessed last year?
As for indicies, I’m watching all time highs for many, which ones do you think are overvalued and which ones do you think are fairly price and have upside to them?
Regards, Simon
Hi James and team,
I have been invited to apply for shares in Cyprium. Can I have your views on this stock?
