Archives: Questions And Answers
Good morning MM team,
My question was prompted by your interesting report on Thursday regarding AI investing. What is your opinion of WBT, the only independent supplier of ReRam, a form of NVM that doesn’t require any rare earth materials. After some significant recent successes, Weebits share price has appreciated quickly from its low in April, although still below its high of $8.69 in March 2023 even before it had revenues.
Hi James & Team
RPM Global have entered into a scheme implementation deed with Caterpillar -Under the terms of the Scheme, RPM shareholders will be entitled to receive $5.00 cash per share.
The Share price has steadily remained around $4.87. Do you expect the scheme will be implemented and when? Is there any chance of a competing bid? Will MMatters be holding RUL until the scheme is completed or would you take what’s on offer now?
and employ these funds elsewhere.
regards
Debbie
I would like to have your opinions on 2 companies, please.
Yancoal (YAL) and Fenix (FEX). Both companies are majority owned by Chinese interests and both are mines, although one is coal, the other is iron ore. That is where the similarities end.
FEX has a wonderful chart (bottom left – top right), pays practically no dividends and trades on an eye watering P/E of 84!
YAN on the other hand has a chart going nowhere, but has a dividend yield of 9.9%, on a P/E of 7.85!
In your opinion, which one of these 2 (if any) is the better investment?
Best regards,
John
Hi, do you know anything about Artrya Ltd (AYA)?
Love your work and enjoy my daily reads.
Looking for exposure to US investment banks that are more diversified than traditional pure IBs like GS.
My view is with the biggest economies giving up on net Zero and not buying made in china wind turbines and solar were does that leave Australia and what Industries / companies will suffer and what companies will gain from higher power prices here and lower prices in the the USA .
Hi Market Matters Team
Could I have your current view on LNW. It has continued to fall.
They announced the Nasdaq delisting is expected to take effect from 13th Nov 2025. Would this be sellers not wanting to hold shares primarily listed on the ASX? Do you expect once this happens LNW will find support?
Could you look at ASM – Australian Strategic Materials- It has had a huge run up since early Oct – as has most rare earths stocks. It has now also come off the last couple of days as profit taking and a bit of cooling off in the sector has occurred.
Is this one to hold once the sector hots up again?
regards
Debbie
