Archives: Questions And Answers
To the MM team,
Please can you provide me your latest thinking on PMV. Most of the financial metrics look solid. But, I am aware that PMV is a very different business now to what it was 6 months ago.
Then, if possible I would also like to hear your thoughts on 360. It seems a great business with the major concern being a lack of a sustainable moat (i.e. the big IT platforms could provide the same service as a free add-on).
Regards,
Charles
Hi James and the MM team,
Hi MM team
Just wondering what your thoughts are on the Goodman group SPP offer. I know you can’t give specific financial advice but generally speaking is it worth taking up?
Thanks
Hi MM team,
Much appreciated your regular and clear advice.
I am wondering if you have any thoughts on Finbar (FRI) which is the largest apartment developer in Perth. It seems to be a solid company that has good results although the price has dropped due to no dividend this half.
Regards,
David
I religiously read your reports twice a day on weekdays and on Saturdays. It is obvious, that you put lots of work into it, and in my opinion, they are very good. However, you (and many other commentators) regularly use expressions like: “the market”, “expectations”, “consensus” and “market sentiments”. Who, the hell are these “market” people? Who are these opinion makers, whom are capable to create such price fluctuations?! I have been investing on the ASX for close to 4 decades, no one ever asked me, for my opinions!
Can you please tell us, how to access “market expectations” data, so we could all make more/better informed decisions.
Best regards,
John
Hi James, Shawn & Team,
Hi MM,
Good Morning, I’ve been ever so patient with Uranium equities, both on the ASX and North America, albeit with my heart in my mouth most of the time. General consensus seems to be that it could take years for these stocks to recover, if not move higher from there. Surely the utilities are going to start buying at these extremely low spot prices? How do you think uranium stocks might perform in the near-term (ie) the next 12 months or so?
