Archives: Questions And Answers
I am a big fan of AQUACULTURE. Wild caught seafood is running out. I own shares in Tassal ( TGR) , Huon (HUO) , New Zealand King Salmon ( NZK), New Zealand Coastal Seafood ( NZS) , Angel Seafood ( AS1), Murray Cod Australia (MCA) & Seafarm Group (SFG). Which area of this market do you believe has the most potential and which company do you favour?
Hi my question relates to Icar Asia of which Carsales I understand are a major shareholder and which you topped up on recently. ICQ received an indicative bid of 50 cents a share back in Nov 2020 from US company Autohome but nothing further or concrete has been received since other than mention in Qtly reports that it is still in process subject to due diligence & approvals etc. They jumped to 35 cents last week but have drifted back to 29/30 level do you have any opinion on ICQ and what its potential maybe ?
Hi James and Team,
Hi James,
Hi James, Thanks for your market analysis and forecast. All market signs and indicators point to a very significant pull back in assets prices in the very near future. Do have an exact time or timeframe for this significant pullback? It appears we are edging closer and closer to a burst within 3 months?
Morning Market Matters team, You have covered Peninsula Energy (PEN) back in March. Can you provide any updated commentary on your thoughts on this uranium play. Their recently announced SPP for retail investors follows a successful institutional capital raise to purchase Uranium. Do you think there is value in the placement? Still bullish on this small cap? Any other points to note?
What are the governance risks when investing in an ETF rather than the underlying equities? ATEC is a good example.
James ,
Dear James and Team, Many thanks, I do enjoy your daily notes.
Hi James
I have decided to come on board and am looking forward to interacting with MM, thanks for the special offer. The decision facing me and probably other new comers to MM is that we are coming in with cash to invest or an existing portfolio or both. What strategy do you suggest to invest in MM portfolio’s considering that MM is recommending waiting for value opportunities at the next downturn. Also how do we tailor our existing portfolio to align with MM recommendations.
Regards
Ross
