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Archives: Questions And Answers

DroneShield Ltd (DRO)

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No doubt I won’t be the only one this week. What the f**k is going on with Droneshield? Even in spite of their 10th November announcement gaffe, the company is still winning contracts with more in the pipeline. Why have they been sold off so heavily?  – David

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DroneShield (DRO) and Catapult (CAT)

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Good morning, James & team,

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Axon Enterprise (AXO US), Meta Platforms (META US), Coinbase Global (COIN US), and TKO Group Holdings (TKO US)

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What are your thoughts for medium to long term shareholders on Axon, Meta and Coin in light of the pullback?

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DroneShield (DRO), Electro Optic Systems (EOS), Cash (AAA) & James Hardie (JHX)

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Hi Team,

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US Natural Gas.

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Hi guys,
Can you give your thoughts on U.S. natural gas, it’s ripped higher, lately. Obviously seasonal demands pick up now, along with world issues but I thought this was largely inverted with oil prices and there’s not really been any surprises to change the supply outlook as far as I’m aware.
Regards, Simon

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How to construct a portfolio post a correction.

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Thanks James and Team,

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Simandou and Carma (CMA)

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Dear James and Shawn

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Catapult Sports Ltd (CAT)

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Hi Market Matters Team
What’s your view on CAT – You trimmed your exposure back to 4% on 27/10 – the SPP at $6.68 closed 5/11. The share price has fallen to low of $6.10 this morning. Trading around $6.20.
For those who do not hold CAT – at what price would you consider CAT a buy? or has the opportunity been missed at this price?
regards
Debbie

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GQG Partners Inc (GQG) and Perpetual Ltd (PPT)

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Hi James,

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Macquarie Group (MQG) and ANZ Group (ANZ)

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I’m a long-time holder of ANZ and was thinking of selling these and buying into Macquarie Bank. I would be grateful for your thoughts on these two banks.

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