Archives: Questions And Answers
Hi James and Team, Are you able to shed some light on why the share price for NWH has dropped off to its current disappointing low. Their recent announcements are positive, some of their key metrics look good (ROE > 15, forward PE of 10, at current pricing offering a 4.5% dividend fully franked, reasonable debt levels, RSI of 30, etc.). The materials and infrastructure backdrop is good and strongly aligns with their core business. So what am I missing ? I’d appreciate your thoughts and comments. Thanks, Jan P
Hi James and team. What is your long term view on Appen given today’s slamming? Thanks Rob
Hi James and M&M, just looking for a view on LCK. Thank you, keep up the good work.
James, I would appreciate your opinion on timing of entry into the ORE/GXY merger,. Would you suggest doing so pre or post the merger. If pre would you suggest doing so via ORE or GXY (based upon price of each today it looks like ORE is marginally cheaper)
Thanks Colin
Hi Guys, a quick question. Where do you think the likes of APT and ZIP going in the coming weeks? Both have had decent pullbacks now both hitting on some decent Fib numbers before retreating again? 10% more to go? Your thoughts please. Br Wayne.
Hi James and team, please can you comment on MM’s thinking on NCK at current pricing. Thanks, Jan P.
Hi, Just wondering what your thoughts were on BrainChip over the next 12 months, thanks Trevor
Hi MM Team, I would appreciate your thoughts on Viva Energy – VEA. The Geelong based refinery maybe in line for a government subsidy in the coming weeks as well as ongoing growth as we recover and start to travel more post COVID. Cheers Burge
Can I get your view on commodities – base metal copper zinc nickel, energy oil, gas and precious metal in the next 3 years? Given the likelihood of inflation, US stimulus and bold infrastructure plans, it does point towards an uptick in commodity prices. Also note, copper and lumber costs are at the historical highs. Thanks Jacky
Hi James & Team, can you give us an update on Strandline Resources (STA). Since the completion of the capital raise at 20.5c the stock has ranged between 19.5 – 20c. Prior to the equity raising the stock reached a high of 31c. regards Debbie.
