Archives: Questions And Answers
Is Metcash still a buy at current levels?
Hi James and crew,
Hi there James and the team!
A question for James – in your video with Peter O’Connor on Thursday he mentioned that at current iron ore prices of around $US 100 a tonne Fortescue are making about $10 margin. In their last report they stated that their costs are approx..$US15/tonne. By my calculation that is about $US85 a tonne margin – am I missing something?
I have a substantial holding in ABR. Boron and sop also lithium. They are looking at a scheme of arrangement whereby they will delist from asx and list on the nasdaq becoming part of HOLDCO CDI. We are up about 8 times on this stock and seems to tick all the boxes. Wondering if you could advise on scheme of arrangement as not that keen on going on the nasdaq. Guess we will see today what the market thinks.
Hi James,
Hi James and Team
Hello MM team,
I have read you mention a few times recently your bearish view on the USD whilst bond yields are increasing. Was hoping you could explain in a bit more detail the reason/s these are not currently positively correlating and any catalyst that might change this into 2022?
