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Archives: Questions And Answers

James,

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I find your report very educational and also very interesting to read.

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Hi James,

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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…

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Hi James,

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Hello James.

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Is Metcash still a buy at current levels?

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Hi James and crew,

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Hi there James and the team!

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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?

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