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Archives: Questions And Answers

Thoughts on Yancoal (YAL)

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Hi James and Team
I refer to Tues AM report “Is it too late to buy the energy sector” You covered NHC & WHC as they reside in your portfolios but Can I have your view on YanCoal please. I bought YAL for the last dividend. What price would you be targeting for YAL to reach through 2025/26?
regards
Deb

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New Hope Corp (NHC)

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How do you see NHC share price in the medium term? It seems to be drifting down with a languishing coal price.

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Company makes a wholesale placement but no retail offer – is that fair?

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Hi

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When to Sell?

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Hello MM

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Emerging Market ETF’s

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To the MM team,

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Updated view on Telix Pharma Ltd (TLX)

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Good afternoon MM team,

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Your opinion on 3 stocks please

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Dear Team,

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The situation with recent move on Sandfire (SFR)

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Hi,
thank you for your help with getting through the market.

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Japanese rates and domestic / U.S. bonds

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Hi guys, Could you please try to summarise what and why Japan is doing / thinking about with their rates and bonds. It seems like for the last few years I’ve been seeing the same headlines, in that they are waiting to increase rates and cut bond buying. Can you throw some light on what they’re waiting for or what they are getting forced into. How much U.S. debt do they hold and if they do adjust, how much impact will it have? Last year there was a big reaction; however, if everyone is expecting it, would it most be priced in?
Regards, Simon

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GQG Partners Inc (GQG)

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GQG does not appear to be on your radar for the Income Portfolio. Is it worth looking at now that it is trading under $2.00 & the last FUM update was positive? Thanks

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