Archives: Questions And Answers
Welcome back, James & Team. Does QOR’s 4C and Dec Qtr 2025 Activity Report seem good to you? If so, any reason why it dropped so much after the release? What do you think of QOR’s investment value? I heard a good report in a podcast before the recent activity report. Should we put much weight on the two substantial purchases by 2 fund managers in mid December 2025 at much higher prices?
Thank you for taking the time to answer our questions.
Forgive me if this is a bit naive:
1. From 2017 to 2024 Droneshield has just one “Average Annual P/E Ratio” listed of 14.88 in 2023.
2. From 2017 to 2024 the company has just one “Relative P/E Ratio” listed in the same year of 106.8!!
3. Does this also mean zero revenue for the other years?
Isn’t this alarming? What should we make of it?
Hi M&M, could you give an update regarding PMT, a while back 06/12/2024 you stated, ‘if the Li price does turn the company could be on a majors shopping list’. Global battery metals giant Albemarle (ALB US) took a $C109m stake in Patriot Battery Metals (PMT), has that money been put to good use or has the PMT shares suffered dilution. Are they a buy in M&M opinion. Thank you for making me wealthier.
Happy New Year ! Would love to get your view on Pentanet for 2026.
Thanks so much! Josh
You have a positive consensus on Nickel Industries (NIC), which has recently shot up despite forecasts of oversupply into 2026. However, on the flip side, there is the ever-increasing usage of nickel in electric vehicles. Is nickel the next gold/silver and which other stocks would you refer to? Thanks again for all your guidance.
Wondering what your thoughts are on TLX.
What’s your thoughts on RF1? It’s trading at a meaningful discount to NTA and I like their diversification and uncorrelated mix of underlying investments. Is this a good diversified for some alternative exposure to a portfolio? Any other listed options similar to this?
