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Hi Team,

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Hi MM,

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Hi Guys,

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Hi James & the Team.
AML3D Limited (AL3) is a technology company which design and construct ARCEMY 3D printing modules. Would you please give us your view of this company?
Thanks David

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Hi everyone, thanks for the great advice.
Do you have any thoughts on CRI which seems to be having trouble bouncing off lows around 14 – 15 c?
Much appreciated.

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Hi Market Matters
Your latest comment on A2M was on 25/3/25 – “A2M experienced a significant re-rating in Feb after delivering a stellar result. Cautiously Bullish. ” A2M reached a high of $9 in March from a low of $5.80 in Feb prior to their results. They have also commenced paying a dividend. It’s price has been supported around the $8 region but this week has fallen over 11% (so far) on no news I can see. Currently $7.73.
Do you know the reason for this price drop and what is your view on A2M going forward?
regards
Deb

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I note the comments of Andrew Hauser, Deputy RNA Governor reported in The Guardian ” It is ‘puzzling’ investors are not more concerned by tectonic economic shifts emanating from Washington.” Further he ” warns of Brexit-scale impact as Trump threatens 200% tariffs on foreign pharmaceuticals.”
A former senior executive at the Bank of England, Hauser compared the tariff push to the experience of Brexit, to explain how it can take years for the full impact of major shocks to become clear.
“The day after Brexit happened, everyone thought the world would end, and it didn’t. But 10 years on, you’re seeing the profound effects of some of those changes for sustainable growth rates and for fundamental things in the economy.”
Does MM share these concerns and if so, how should we position for what is to come?

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Quite frequently, MM uses the phrase ‘fade the move’… see below from today’s note re Gold. Exactly what is meant by this – I could hazard a guess, but better to be clear! 🙂

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Hi

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Good evening, Team,

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