Archives: Questions And Answers
I find your report very educational and also very interesting to read.
Hi James,
Hi MM Team, Was hoping to get your updated thoughts on ANN. It has taken a dive recently and probably looking for its low. Is it on your buy radar? Thank you Rowan…
Hi James,
Hello James.
Is Metcash still a buy at current levels?
Hi James and crew,
Hi there James and the team!
A question for James – in your video with Peter O’Connor on Thursday he mentioned that at current iron ore prices of around $US 100 a tonne Fortescue are making about $10 margin. In their last report they stated that their costs are approx..$US15/tonne. By my calculation that is about $US85 a tonne margin – am I missing something?