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Archives: Questions And Answers

ASX company DroneShield Ltd (DRO)

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Good afternoon MM team.
Just wondering if you can give me some background about the big rise in the price of DRO. Is is a good time to take profits?
Thank You for your continued great advice.

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Eternal Aus Holdco Ltd

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I would like to sell 387,200 class B shares of Eternal Aus Holdco.
Can you help?

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PE calculation of index

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Hi guys, Thanks again for all the work which goes into the reports and q&a’s. (and for the patience with another index question)
I actually have a suggestion and a question:

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Regal Partners (RPL) and Smart Group (SIQ)

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Hi James,

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US Rare Earths

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Hi, thanks for these Q&A Sessions.

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Risk Percentages

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Hi MM Team
I note your comments on the differing risk assessments of recession for equities vs bond credit spreads 33%v 9-12%. I am wonders how the %’s are calculated. I note that you have mentioned how the spreads are calculated from the risk free gov bond rate. Thanks for your words of wisdom and you continued excellent appraisals.

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Whitehaven Coal (WHC)

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Do you have a view on the fundamental value of WHC?

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Regis Resources Ltd (RRL)

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Thanks for your insightful commentary in these volatile times.
Are you able to please provide your current view on RRL, last comment was in 12/2024 when you liked the stock up to $2.50, today it has hit $3.50. Time for taking profits?
regards, David

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Recent aggressive selloff in coal stocks

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Hi MM,

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Coal Stocks – WHC, YAL & NHC

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Hi Market Matters
What’s your view on coal stocks after Macquarie cut their coal price forecasts and coal stocks were hit today.
Your Am report on 12/3/25 – “We ultimately see solid risk/reward in buying the stock today for tomorrow’s dividend and holding it for 45 days to accrue the franking credits.” MM is bullish YAL ~$6.25
I actually bought YAL the day before for the dividend yield.
Are you still bullish – if so in what time frame?
regards
Debbie

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