Archives: Questions And Answers
The price of KLS has fallen significantly in the past year and is now back around the levels in 2020. The business has some significant capex issues at present. There are some asset sales in progress to sure up the balance sheet. This appears to be a solid business in an essential infrastructure like space with decent long-term prospects. Do you have a view.?
Hi MM, what are your thoughts on Coronado Global Res. (CRN) please? I have considered averaging down but the chart looks dismal!?
Cheers, Mick.
What happens to my SUN shares after the ANZ takeover?
Hi James and team,
Hello Esteemed Team,
Hi guys, thanks again for the ongoing great reports.
With your crystal ball out; what’s your best guess for the ASX200 index? I’ve had my own levels break down while trading the futures; currently the $8000 is holding, although it doesn’t look good especially with the weekend approaching. My next levels are $8220-$8290 which would take it to around 9% pull back and wiping out over 6 months of gains. It seems a little exaggerated when compared to other indices and considering most, of the Trump tariffs have been known since last year, resources and energy have been low for an eternity now and we are somewhat sheltered from the ongoing Ukraine war. Have our fundamentals really changed that much. At what point does it become cheap.
Regards,
Simon
Hi Team,
Would you please revisit ACF…thoughts
Its a strong consensus buy , with a 5.7% yield
Thanks
Mark
Hi guys, just wondering if you still feel confident about your thesis for James Hardie and improvements to US construction industry? Was there anything in the recent results season that undermines the thesis? ie, are we looking at tougher times in US construction/housing market than initially thought? Thanks again for all your wonderful work.
Hi guys
Whats your thoughts on rep ? It is a reit that invests mainly in essential healthcare which is a growing sector with our ageing population. It has a nta of $0.88c and is currently trading at $0.59 and they have been buying back shares as a result of the discount to nta. Also in the past 4 years they have paid a dividend of over $0.05c which is over 9% at the current share price. With interest rates now starting to fall this should also be a positive.
Thanks
Tony
Looking for your thoughts on Service Now. After the pullback on lacklustre FY25 revenue growth is this looking like reasonable entry or could we see further declines towards $800?
