Archives: Questions And Answers

Hi James & Team, Would you please advise how one can access:

Hi James, do you think Deterra (DRR) could be a potential takeover target sometime in the future? Does the fact that the top 20 shareholders hold around 90% of the shares (according to the last annual report) make a potential takeover harder or easier for someone who wants to try? Cheers, Carl B.

Hi Harry, last week you exited Pilbara Minerals hoping to renter around $2. Since then no further comments on Pilbara. Please update us with your view. Thank you Errol K

Hi James & team, Just wondering if we can an update on Openpay? Obviously the BNPL space is in the naughty corner but how is the actual business continuing to progress and would you be buying at this point? Thanks Cameron F

Hi James and team, Thank you for your services–its been a fairly good year due to your astute observations and comments. Thanks again. A couple of questions please when you are able:

Hi James, What are your thoughts around the Gina Rinehart backed Vulcan Energy ? Do you feel it’s good value under $12? Wishing you and the team a Merry Xmas and all the best for the New Year and keep up the good work as we are heading into another choppy 2022 . Cheers Craig

TLS appears to be successfully rolling out 5G, but how do you see low orbit satellite wireless competing with it, and does TLS become obsolete or redundant over the next few years with global coverage from wireless.

Has significant insider buying. Appears to be caught in bnpl downdraught. Is there anything else?

Hi James and all. Thanks for all the great tips this year. Is it a good time to consider any of the fund manager companies that have been sold off recently? Platinum PTM, Magellan MFG and Navigator NGI all look like value with good dividends. Any preferences here?
Thank you, Rob

You like CSR, but have you compared to BKW. Why do you prefer it and is there value in BKW at current levels