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Archives: Questions And Answers

Southern Cross Electrical Engineering Ltd (SXE) entry price

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Hi MM,

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Expectations of data centres and AI infrastructure developers

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Hi,

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Purchase of Pershing Square (PSHD LN)

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Portfolio amendment today has adding to Pershing Square (PSHD).The heading of the graph says PSHZF US then says adding PSHD US and the graph itself says PSHD LN. Can you tell me what is the code and is it in US or London. Kind regards Kerry

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Blackstone Inc (BX US) and Pershing Square Holdings (PSHZF US)

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I noted you added to both of these positions but before I follow your move I’m wondering if these companies are exposed heavily to private credit.

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Thoughts on Lindian Resources Ltd (ASX: LIN)

by Vanessa Chin

Hi MM Team

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Gold

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I would like your opinion on the gold price. My experience, as a small child during and post WWII (pre supermarket days), money had no value. Prices were doubling and tripling daily. I recall seeing people in the food market, exchanging food for a small piece of a gold necklace. My recollection is, that traditionally during uncertain times, the price of gold has rocketed. It is not happenings now. Why?
Best regards,
John

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Challenger IM LiFTS 1 Notes (ASX: CIMHA)

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What are MM’s thoughts on Challenger IM LiFTS 1 Notes (ASX: CIMHA)?

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Are pubs and clubs finished – Endeavour Group Ltd (ASX: EDV)

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Hi Gents,
First a “thankyou” for everything you bring to your subscription service. It is the most practical and actionable in the marketplace! Just wondering (facetiously) if Endeavour Group is going to zero? Is it simply in the too hard basket, or is there a value you would nominate as fair pricing? Thanks for everything you cover.

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WiseTech Global (ASX: WTC) and Endeavour Group Ltd (ASX: EDV)

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Hi MM,
You have WTC in your growth portfolio and are keen on the stock. My question relates to the ASIC investigation which has gone quiet based on the lack of WTC announcements. However, when ASIC do make an announcement, this could be a very binary outcome for the stock. How would you play WTC pending the outcome of the investigation?
On EDV, they seem to be on a downhill slide even though sales in the first 7 weeks of 2H FY26 show improvement. Is this slide simply a reaction to inflation/interest rate concerns?
Thanks,
Peter

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Private Debt – Dominion Income Trust (ASX: DN1) and Metrics Master Income Trust (ASX: MXT)

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Private debt/private credit, is there a difference? Can you please provide an opinion on the risk/reward for MXT and DN1. Thank you.

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