Archives: Questions And Answers
Hi James,
I would be interested in your take on Hamish Douglass comment about where we should be invested if we have inflation. He appears to be of opinion that owning commodities and banks in an inflationary environment is wrong.Is there some nuance to this as my understanding is that you think these are the sectors to be invested in during inflationary times.
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Hi James & Team, I own both IGO and WSA. WSA is trading higher than the $3.36 offer from IGO on speculation Andrew Forrest and even BHP might show interest. Would you sell into this strength or wait and see if another suitor emerges? Regards Debbie
Hi James/Harry, I hold some AML3D shares and, as a consequence, been looking at 3D manufacturing companies and noticed they all seem to be struggling across the board for some reason. With (approx.) 12 month losses as follows: AML3D -77%;Titomic -65%;Amaero -61%;3D Metalforge -68%;Desktop Metal (US) -81%, one exception is Aurora, which is +25% but also sharply down more recently. Have you got any insight or opinion as to why 3D manufacturing seems to be indiscriminately out of favour? Many thanks, Nick
Hi James and team, still enjoying the service very happy and thanks for your ( most rewarding) work. I have a question if I may, regarding AGL, I have been reading conflicting and naturally confusing analyses over the last month. It’s either a dead man walking, or a good dividend stock with a somewhat positive future….Could you shed some light for me please??( I haven’t touched it so far…) Cheers Paul,
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:
