Archives: Questions And Answers
Hi James, I would like to hear your current thoughts around James Hardie (JHX) following the release of their third-quarter numbers. The market didn’t seem to like it much. I would have thought the result was already essentially baked in. Am I missing something? It looks like JHX has a long way to go before regaining the market’s confidence. Do you still view this as a hold, or is MM closer to the view that there are better places to divert funds?
Regards
Andrew
Hi James, Shawn and Team.
Hi James & Team
Can I have your view on SUN – I have held and received the capital return and dividends paid in March. Would you be holding any insurers at the moment? Would you be selling and using the capital elsewhere?
regards
Debbie
Hi James, Shawn, and Team,
Hi Market Matters Team
Can I have your view on EOS (Electro Optic Systems). They announced an order from a European naval systems integration business worth A$53M funded by a Western European government. Have gone up about 22% in 4 days. How do you see this impacting DroneShield? Would you consider EOS as an alternative to Droneshield?
Hi MM,
Hi James and Team
Can I have your current view on Perenti (PRN) – It has gone up about 10% in the last week. Do you see further upside? Would you be holding or selling into current strength? Being in the Mining services – is this like your view on SRG in yesterday’s webinar – sell as a funding vehicle?
regards
Debbie
Thanks for your continued great wisdom.
Can you tell me what impact is there on a stock which has been included or removed in/from the ASX200, ASX300, or the All ordinaries etc.
Regards,
David
