Archives: Questions And Answers
Hi guys, first up, I appreciate the work which goes into to all the reports, and can only imagine how many questions there will be this week. (No need to get to this one)
Anyway, I was just pondering if companies are actually looking at setting up in the U.S. Just as a thought, surely the price difference from producing in Asia / India is a fraction of the price of the U.S. even just in labour costs. Would they really have a saving by relocating rather than just having the tariff applied; surely the production costs would out weigh the tariff. I understand it’s a very broad, general view with lots of different scenarios and industries, but my thinking is the tax won’t necessarily hit the bottom $ unlike operating costs.
Regards,
Simon
Hello
Firstly Thankyou for your advise, I find it reassuring.
Would you be buying more MQG with the drop in share price.
Marg
Hi All,
Your analysis of the tariffs this week has been really valuable. I liked that you kept reminding us to look beyond the headlines.
My question relates to Uranium. I am wondering if the push to greater manufacturing in the US and presumably other high-cost locations as tariffs bite is a positive for AI because it has the capacity to reduce labour costs. Does this make sense? If so, does that bode well for Uranium?
Hi MM,
Hi MM Team,
Hi Guys,
Can you please provide an ASX seasonal chart with monthly returns for the past 10 to 15 years?
Kind regards,
Phil
Hi James & team,
CRN continue to underperform. Are they considered a low cost coal producer, and do they have the balance sheet flexibility to withstand further downside in coal prices. Is this a stock for the long term investor at these record low entry levels?
CXL has fallen out of favour, especially since the Trump election. Are you still a fan of the stock, do you think they have a future, and can generate income. Are you tempted to re- enter at the current level?
PTM has fallen significantly since Regal did their due diligence and decided not to proceed with their offer. Do you believe PTM are trading below fair value at around 60 cents and there may be significant upside if they can improve their returns on investment?
