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Hi Market Matters
Can I have your current view on IGO – It has lifted around 32% in the last week. I have held on to IGO and have now seen my loss reduced greatly. Do you see further upside?
When would you look at the FANG or NDQ ETF’s for US Tech exposure?
regards
Debbie

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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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Good morning, James & team,

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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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Hi Team,

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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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Thanks James and Team,

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Dear James and Shawn

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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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Hi James,

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