Archives: Questions And Answers

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

Hi MM Team,

Last week NBI dropped steeply to $1.75 despite the lack of any bad news. Could this be due to a perception that official interest rates will be increased thus lowering bond prices and hence the NTA? What factors influence the price of this fixed income product?

James,

Hi James,

Hi James,