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James,

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Hi James & team,

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I subscribe to your commentary and really enjoy the insights provided. I have a client who has Widgie Nickel shares and recently received communication that the shares could be sold – with no brokerage fees (small holder). We are trying to determine whether it’s best to sell OR allocate more capital to boost the shareholding amount. What are your thought on WIN?

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Hi MM,

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Hi James,

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Hi James,

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Can you explain how corporate fees work for the Broker? Because a new broker that has built a large and expensive corporate team needs to generate corporate fees, making the market initially sceptical. That’s not downplaying the quality of research, more about commenting on the markets view of it. Also, Can you provide your top 5 fixed income securities if you were to purchase today?

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Hi MM,

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Hi James, Can you please provide some insight around gold at the moment. Inflation looks to be the real deal with increasing talk of it becoming more than just a transitory thing. As I understand Gold is generally considered favourable in an inflationary environment. It doesnt seem to be embracing that theme at present. Like MM I am long a couple of gold stocks and finding the whole gold thing a bit frustrating. I would appreciate your insights. Regards Andrew

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Question! Why are gold stocks – e.g. NST, EVN – being hit so hard in the last week (down around 15%) when the gold price has only fallen a few per cent ?

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