Archives: Questions And Answers
Good morning James and team,
AIC Mines stock price caught my attention lately.
As you mentioned in today’s morning report the copper price has been heading north in the last couple of weeks, however A1M stock didn’t follow it.
What is weighting on the price?Would you buy it if you didn’t have a copper exposure, at what level?
Thoughts on Eli Lilly. It seems to be in a much better place than Novo Nordisk with more drugs in the pipeline.
Please give me your opinion about IJR which tracks US small caps. It seems good value, but has underperformed for a long while, and perhaps risky due to tariff uncertainty and currency risk.
Hi Market Matters Team
CAR, RUL & WTC are all marked as ACTIVE in your portfolios. If you only had to choose one of these stocks to buy currently which would you choose? Given all these stocks have had a good run up recently which has the best risk reward?
regards
Debbie
Open to your thoughts on ClearBridge Global Infrastructure Value Fund Active ETF (CUIV) but in particular whether infrastructure should have a weighting in a portfolio? It appears to have the better performance over the medium to long term compared to VBLD and IFRA.
Hi MM,
Hi MM,
The EML Payments SP has trended upwards again lately. There have been a few similar increases in recent months followed by a corresponding drop but the overall trend seems to be improving. What are you thoughts on EML, are they getting things back in order?
Regards
Peter
JMS currently trades around 19c. Exxaro Resources has signed binding agreements to acquire a 19.99% stake in Jupiter Mines (ASX:JMS), making it the largest shareholder in the company. This acquisition is part of a broader R11.67 billion (approximately $640 million) deal to acquire manganese assets in South Africa’s Kalahari Manganese Field.
The share purchase involves acquiring 392,012,248 fully paid ordinary shares in Jupiter from Ntsimbintle Holdings (NH) at a price of ZAR 3.69 per share, which equates to almost 32c per share.
