Archives: Questions And Answers
Hi All,
Your analysis of the tariffs this week has been really valuable. I liked that you kept reminding us to look beyond the headlines.
My question relates to Uranium. I am wondering if the push to greater manufacturing in the US and presumably other high-cost locations as tariffs bite is a positive for AI because it has the capacity to reduce labour costs. Does this make sense? If so, does that bode well for Uranium?
Hi MM,
Hi MM Team,
Hi Guys,
Can you please provide an ASX seasonal chart with monthly returns for the past 10 to 15 years?
Kind regards,
Phil
Hi James & team,
CRN continue to underperform. Are they considered a low cost coal producer, and do they have the balance sheet flexibility to withstand further downside in coal prices. Is this a stock for the long term investor at these record low entry levels?
CXL has fallen out of favour, especially since the Trump election. Are you still a fan of the stock, do you think they have a future, and can generate income. Are you tempted to re- enter at the current level?
PTM has fallen significantly since Regal did their due diligence and decided not to proceed with their offer. Do you believe PTM are trading below fair value at around 60 cents and there may be significant upside if they can improve their returns on investment?
DigiCo REIT (DGT) seems to just been on a downward spiral ever since the share price bounce in mid February. Do you think this is market sentiment or more at play e.g. possible reduction in distributions? The once loved HMC has also been subject to the same market movements and also must be looking attractive at these prices.
As a shareholder in HLI, I read with interest your report on Wednesday regarding the latest news on the HLI share price crash. I note with interest that you avoided the Elephant in the Room by neglecting to point out that the CEO, Pauline Blight-Johnston, offloaded 393,000 shares valued at $840,221 on the 14th, 17th and 18th March – just days before the news broke that CBA was involved with talks with an alternative services provider.
