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Enjoy your work.

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Hello Gentlemen, I wonder if you could cast your eyes on a couple of small caps for me.

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  • Comments Off on KTEK Aerosystems (ASX: KTK) and Adisyn (ASX: AI1)

Hi everyone, and thanks for your inciteful analysis.
Its been a while since you last looked at PIQ for me.
Could you give me an update on whether the recent changes in movement to commercialisation have been positive?
Also do you think it will be seeking another cash injecton from shareholders?
Regards,
David

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If you wanted to reduce the number of equities in your portfolio and one of your choices was between SDR and SRG (yes, very different) which would you be inclined to sell and why? You’ve indicated you’re looking at the lithium sector to buy. Which stocks have you narrowed down to and is IGO of interest? Thanks heaps for all your work and clear, thorough and fast responses to this dynamic market. Trish

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Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

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Thanks for continuing good daily reports and updates.

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  • Comments Off on Newmont Corp-CDI (ASX: NEM)

Blimey, talk about moving from the frypan – South Korea – into the fire – Japan! I’m invested in HJPN (Japan hedged) rather than IJP (Japan unhedged) because until very recently HJPN has performed much better. I have been reading lots on Scott Bessant’s move to bolster the yen as it is very much in America’s interest to do so. I watch the exchange rate carefully. But, I’m in rather a fog as to whether I should sell quickly if the traders have their way and it falls, or wait and judge the reaction of BoJ and the US until a direction becomes clearer. Any suggestions from your team would be appreciated. I’m not used to dealing with these huge currency challenges!

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Do you like TLS At 4.74 after report?. Is ASX Limited a short around $64?. What do you see stopping CWY Deal getting done at 3.13?. Will ppt get sold for 22.50? David C

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  • Comments Off on Telstra (ASX: TLS), ASX Ltd (ASX: ASX), Cleanaway (ASX: CWY), and Perpetual (ASX: PPT)

Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

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  • Comments Off on Vault Minerals Ltd (ASX: VAU)

Hi MM team,

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