Archives: Questions And Answers
Hi James & Team
ASM has increase by 130% + this week.
Can I have your view on Energy Fuels offer to acquire Australian Strategic Materials. ” Under the Scheme, eligible ASM shareholders will be entitled to receive: 0.053 Energy Fuels shares or CHESS Depositary Interests for each ASM share held (representing implied value of A$1.47 per ASM Share) and A$0.13 in cash per ASM Share, payable as an unfranked special dividend by ASM. The transaction structure implies an ASM equity value of ~A$1.60 per ASM Share.” Would you hold on to ASM and accept the offer of Energy Fuels CHESS Depositary’s? or sell your ASM shares into the current strength? ASM shares are trading $1.85 today.
regards
Debbie
As I type this, XRO hit a low of 98.66. Almost 50% drawdown from its peak of 196. This is a great business, but great business dont fall 50%. Where do you see this going? Do you see recovery? Same Question for WTC, where do you see this going. I am aware the whole tech sector sentiment is down, but 50% drawdown is huge. Thoughts please
Hi James
Can you provide MM insight into the Silex (SLX) announcement this week disclosing that they missed out on $900 million in a US government grant. Was their commercialisation pathway and developments contingent on funding. How does this impact MM investment thesis.
Regards
Andrew
Finalisation (and full admission of guilt) of copyright imfringement with Aristocrat. Even parking the view that management have effectively acknowledged questionable ethics to defend illegal activity, how in heck does the market increase the share price by 15%?
Sure, uncertainty hanging over their business now resolved – but goodness – they have to pay close to 6 months of profits to settle and then have their ongoing business crimped by withdrawing two key products.
Am I missing something or is this reflective of dumb market sentiment?
Not urgent.
david
Hi James,
I hope the break was refreshing.
As Bank Hybrids are being phased out, what is MM’s preferred alternative investment for the future for retirees? I can see no comparable direct alternative.
You mention that MM is targetting new highs for ANZ and WBC this year. Why is this and what range are you targetting for both these companies? Also. what is your view on the NAB share price range this year and why?
Good morning, James. There has been a lot of talk about ETFs in recent months. I was wondering if MM had an opinion on LEND (VanEk Global Private Credit) and VHY (Vanguard Australian High Yield)?
Torsten Slok has another very interesting graph this morning showing how companies in the US with negative EPS are doing better than companies with positive EPS. Can you explain what the heck is going on there?
To the MM team,
I would like your thoughts on the ETF VLUE.
It seems to me that for 2026 value may a better place to be than pure growth. If my thoughts are correct is VLUE a good way to play this thematic.
Keep up the good work
Charles
Happy New Year MM!
