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I am a long term holder of Alkane and it has been a bit of a ride although I have managed some alpha to keep ahead. The latest merger proposal seems to have some logic to create a more liquid and potentially more attractive target, but I am wondering why Mandalay sees this as an opportunity. My conspiracy theory misgivings is that it may make a way for the tightly held shareholders to liquidate their positions. Am I overthinking this. I always value your opinion so interested for your take on the pros and cons of this merger for the ALK share price.

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Dear MM,
I noted you are buying Helia Group, HLI, for the active income portfolio after its recent drop in price. I was wondering what you thought of Monash IVF, MVF, as an option for this portfolio or as a high risk/reward opportunity. There may be similarities to HLI. Good dividend, possible SP recovery, and a reasonable response (?) to their second mistake. Hopefully they don’t come in threes! Best regards
Mark

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Morning Shawn & Team,

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Firstly, thank you for your excellent service and great market insight.

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Hi, could I please have your thoughtss on DTL please??

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Can I get your thoughts on the upcoming voluntary delisting of URW. As a CDI holder we have been given information on the Delisting process and 4 Options available to us.

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What is the reason that you have SXE on your Emerging Companies hit list and not IPG? Are these companies similar and if not, what are the reasons for your preferring SXE?

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Hello MM Team,
I have heard several commentator say in the past: “Buy BHP under $40 and sell at $50”. BHP is in a down trend since January 2024 and has been under $40 since March this year. In your opinion does this advice still holds?

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What value should be put on price targets and recommendation from brokers when there is so much discrepancy. For example on Thursday dominos pizzas (DMP) had 8 broker ‘recommendations’ ranging from

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Hi Market Matters,

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