Archives: Questions And Answers

Hi Team, you hold IOOF in your Income Portfolio however isn’t AMP a scary roadmap for these sorts of businesses?

Hi, How do you think the changes in Chile around taxing Copper will impact the Copper market? Are there other commodities that this could impact?

Hi James, please update your thoughts on Lend Lease – held for a while, not done a lot.

Hi James and team, NWH has been on a major slide lately, with no recent news or apparent explanation. Could you please comment.

Can you give me your opinion on DW8. It appears to be a great story making significant inroads into wine and beverage marketing, creating significant economic advantages for the merchants. But the market is not impressed with the price continuing to decline.

Hi James, Interesting times again and not totally unexpected. Still interested on views on ABY (getting hammered) and CIM (appears to be finding a base). Cheers Mark

Hi James and Team, Are you able to shed some light on why the share price for NWH has dropped off to its current disappointing low. Their recent announcements are positive, some of their key metrics look good (ROE > 15, forward PE of 10, at current pricing offering a 4.5% dividend fully franked, reasonable debt levels, RSI of 30, etc.). The materials and infrastructure backdrop is good and strongly aligns with their core business. So what am I missing ? I’d appreciate your thoughts and comments. Thanks, Jan P

Hi James and team. What is your long term view on Appen given today’s slamming? Thanks Rob

Hi James and M&M, just looking for a view on LCK. Thank you, keep up the good work.

James, I would appreciate your opinion on timing of entry into the ORE/GXY merger,. Would you suggest doing so pre or post the merger. If pre would you suggest doing so via ORE or GXY (based upon price of each today it looks like ORE is marginally cheaper)
Thanks Colin