Archives: Questions And Answers
Good afternoon James and Team, Are you able to share your thoughts on Beach Energy Limited (BPT).
Hi James and team, Two questions from me so please be brief where you see fit. I currently have no exposure to iron ore and the last week you have discussed how you are liking the iron ore space but are quite hamstrung due to the portfolio’s current exposure to BHP. My question is do you at iron ore at current levels is a solid entry point or do you see some potential further downside risk? Also which would be your preferred exposure in the space moving forward. (General Advice Only)My second question relates to a lithium company which IPO’d this week LIS. IPO price was 85c and managed to top out above $3 on the day of listing. There seems to be a lot of interest in this company and was just wondering your thoughts on the company and if it was a lithium company on MM’s radar. Kind Regards, Jack
Hi James,
SIQ – SmartGroup is up almost 20% today. Do you know why and is this a hold or a sell
Is Wesfarmers worth buying now or is it expected to go lower
I want to first say I really appreciate this “Ask James” feature of MM. As a retail investor it is invaluable to have someone (that’s not from a random online forum) to bounce thoughts off! I was chatting to my neighbor who’s involved in major construction projects around NSW and he was telling me many projects are slowed or delayed because materials are lacking and logistically backlogged. We have all heard about the shipping issues around the world and this just made it even more real to me. My question is do you see any potential impacts on CSR? Would revenue be negatively impacted by inventory and delivery problems?
Can someone please explain what happens to the stock market after 4.00pm close. It seems to either add on or lose points
Hi James,
Hello James,
Have been a subscriber for the last 4 years and I certainly appreciate, and have benefited from, your level headed advice over that time. Would love to hear the teams thoughts regarding Anson Resources – ASN, particularly around the recent issuing of options / bonus options, of which I do not fully understand.
