Archives: Questions And Answers

Hi James, Just read this morning’s MM report (14 Oct) and in particular the bit on NXL where you reference GEM, NWH, NXL and WGX being dropped out of the ASX200. I don’t hold NXL but I do hold NWH. Does your NXL comment “(NXL) is a perfect example of a stock being in the too hard basket as it drops out of major indices” also then relate to NWH? Or are the mining and infrastructure tailwinds enough to justify a “hold” ? – Regards Jan P

Hi James, Thank you very much for keeping us all on the pulse with the market. I have a question on BHP. BHP is currently divesting its oil assets to WPL. It was mentioned that the shares received will be distributed to the shareholders. How much would the share price of BHP be reduced by or how much do you think BHP oil assets are worth to WPL per share basis? Thank you Boon

Thank you as usual for most helpful support. I was wondering whether you could comment on WZR please? Brian

Hi There,

James, I see that Comsec has a new float of CDIs in the name of GQG. Are you able to make a comment on this in your daily news sheet. We are very happy with our 2 year subs to this report. Regards, John F.

Hi James, what is your view on Seek ? Looks expensive above $30. – Michael.

Hi James & Team. I have done well buying WHC following your recommendation & adding to the position in light of the positive outlook from your analyst. Does your team expect further upside in WHC amidst the current market volatility & what is the target price? Thanks & regards, Sidney.

Hi James. Q : IMHO there are so many “moving parts” to investing in the world of key commodities that it is beyond the ability of your average retail investor to keep on top of it and make a success of it. Would you agree? What options does MM or Shaw for specifically managing commodities investments? Thanks and Regards Mark E.

Good Evening James and Harry, Just thought I ‘d drop you a note on a gold stock I got into a month or so ago. A person of high net worth who was previously connected with Aquila Resources introduced me to Predictive Discovery Ltd. It’s done pretty well this far and I wanted to get your view on this play. Thank you, kind regards Errol

Hi, Would like to get your opinion on Lithium and Gold miners. I currently hold NST & MIN and the both have dropped >20%. In copper what’s is your opinion of AIS. It has gone up a lot recently but the valuation is still quite cheap. Thanks again for the opportunity to ask questions. Tania.