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Archives: Questions And Answers

View on EGL

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Hi
Would appreciate your view on EGL. The stock has had a huge growth this year, but has come off in the last month or so. Is it a buy in this range?
Thanks, Liz.

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HMC REIT

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Hi team,
Are there any direct benefits to holders of HMC Capital as a result of the listing of their data centre REIT?
Will HMC equity holders be offered shares in the REIT?
Cheers, Jeff

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Gold

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With the recent US$ strength, would you still have conviction to hold gold related equites (NST, EVN, WGX) & would you still consider the dips that occur opportunities to buy?

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PDD

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Just after your thoughts post election on this one – will Temu be affected by Trump politics?

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Thoughts on Sigma Healthcare (SIG)

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Hi Guys,

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Lotus Resources SPP

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Enjoy reading your Insights guys, thanks.

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Data#3

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Hi guys

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Newmont Corp

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I’d be interested to hear your latest/updated thoughts on NEM please?
In July MM comments were how ‘markets hate misses’ but ‘all bad news seems to be built in’. An update last month indicated there could be some consolidation to be expected before pushing higher.
However NEM is back at it (missing guidance) again given back the last 4 months of great gains.
Is this beast that can’t change its habit of a decade and should be dropped until management can do better?
Are investors over it having given it one last chance, has there been an overreaction based on previous experience, or something else?

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Who’s buying what and when

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Hi guys, question about finding out who is buying what stocks and when. I’ve seen commentators mention this type of information. For instance, last week I saw commentators referring to L1 Capital increasing their exposure to MIN or regularly you’ll hear commentators talking about directors selling. How do they know? Is it only via Notice of change of interests of substantial holder forms lodged, or do commentators and Market Matters for instance have access to data that retail investors don’t. How can we find out as retail investors when people buy or sell down and have you thought of including something like this in the analysis section of the research part of the website? Thanks for all your excellent advice, Josh

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sigma/ chemist warehouse reverse takeover

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what is your view on sigma subject to a reverse takeover of chemist warehouse now with ACCC approval

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