Archives: Questions And Answers
Hi James and Team
Hi guys
You recently bought nxt and obviously you like this company and i agree that demand is increasing rapidly with aI. But i do have a few concerns with this company as in its recent report it pointed out that more companies are targetting data centres and with it competition for staff. Obviously this will push wages higher and therefore costs. Also i note these data centres are extremely power hungry and i cant see power getting cheaper anytime soon ,in fact it has continued to be more expensive.
I like the data centre story but these few negatives make me cautious about investing in nxt.
Your thoughts please
Thanks
Tony
Hi MM,
You mentioned in a recent webinar that you don’t use options to increase income and lower entry prices on some of your more poorly performing income/growth stocks (e.g. MIN).
I’m just curious as to whether there is a specific reason why you don’t?
Thanks Peter
Dear MM,
To the MM team,
Thoughts on GQG after the pullback re Adani matter and the announced 100M buyback
CU6 – HI JAMES,
COULD YOU EXPLAIN WHY THE STOCK PRICE FELL BY ABOUT A DOLLAR. IT HAS $123 MILLION CASH IN HAND.
Hi, long term subscriber but not asked any questions of recent times.
This mine discovery, fid & construction seems to be going on forever. Around A$15+B investment with production due for CY26. It’s really big in a new industry for BHP.
Is there any ‘value’ baked in the current share price for the mine? If so, about how much? Has there been any recent updates from BHP about progress details, markets etc.
Do you have a view on worth to BHP?
Hi Market Matters Team! Do you have a view on prospects for the Japanese stock market? I have seen commentary a few times over the last few months stating that prospects for the Japanese economy and hence Japanese companies are good, with the move toward an end of the long-term deflationary doldrums there often cited. To put more of a point on my question, is there a Japanese-focussed ETF, readily accsessible to Australian investors, that you think has good prospects?
