Archives: Questions And Answers
Thank you for taking the time to answer our questions.
Forgive me if this is a bit naive:
1. From 2017 to 2024 Droneshield has just one “Average Annual P/E Ratio” listed of 14.88 in 2023.
2. From 2017 to 2024 the company has just one “Relative P/E Ratio” listed in the same year of 106.8!!
3. Does this also mean zero revenue for the other years?
Isn’t this alarming? What should we make of it?
Hi M&M, could you give an update regarding PMT, a while back 06/12/2024 you stated, ‘if the Li price does turn the company could be on a majors shopping list’. Global battery metals giant Albemarle (ALB US) took a $C109m stake in Patriot Battery Metals (PMT), has that money been put to good use or has the PMT shares suffered dilution. Are they a buy in M&M opinion. Thank you for making me wealthier.
Happy New Year ! Would love to get your view on Pentanet for 2026.
Thanks so much! Josh
You have a positive consensus on Nickel Industries (NIC), which has recently shot up despite forecasts of oversupply into 2026. However, on the flip side, there is the ever-increasing usage of nickel in electric vehicles. Is nickel the next gold/silver and which other stocks would you refer to? Thanks again for all your guidance.
Wondering what your thoughts are on TLX.
What’s your thoughts on RF1? It’s trading at a meaningful discount to NTA and I like their diversification and uncorrelated mix of underlying investments. Is this a good diversified for some alternative exposure to a portfolio? Any other listed options similar to this?
Hi team,
