Archives: Questions And Answers

Hi James et al,

Interesting story in the weekend AFR on rare earth minerals and the potential position of Greenland in future supply. Could you give your opinion on which Australian ASX companies have interests in the country and their status. Reference is made to GGG.

Do you have an alternative to iPath S&P500 VIX short-term futures (VXX US) $US10.77

Hi James and M&M, just looking for a view on BUB if it is cheap at the moment, and whether it’s capable of bouncing back along with A2M.

Hi James,

Thanks for the new website. Still trying to get full use out of it.

Good Morning James,
I hope your easter was a good one and thank you for the continuing evolution of the Market Matters product, which continues to improve and offers great value for money.
My question relates to exploration companies and how to value them if they have exploration success i.e per barrel, ounce of gold etc
1) Gold, if a 1 million ounce resource discovered
2) Oil, if a 100 million barrel resource discovered
3) Lithium

Hi MM People! I have a question regarding SG Fleet Group Ltd (SGF). We have a position with SGF in our pension phase SMSF that we have held for some time now, and which is currently down about 20%. We have been thinking about cutting our loses. However, SGF have recently announced a plan to acquire Leaseplan AU & NZ, funded in part by an equity raising from shareholders. I see MacQuarie have upgraded SGF. Does MM have any thoughts on SGF and their merits in their sector, or on their acquisition plans? Many thanks, keep up the good work! Karl