Archives: Questions And Answers
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?
Hi James
Why has there been such an underperformance of our Uranium stocks on the ASX this year? You have picked a good thematic in Uranium and have Paladin in your growth portfolio, but it is down 50%.
Hi M&M, SUN share price continues to rise and rise, will this continue up until they do a redistribution for the sale of their banking arm or do you see a consolidation close by? Thank you Keep up the good work.
Hi James
I come to you with a puzzle and I value your input
IPH has recently on 14.11.24 in the Annual Report presented a strong set of performace numbers, including a consistent Yield of 6.0%, backed this up with a debt consolidation program and Overview of their expansion strategy internationally. IPH is now among the worlds leading Patent Attorney groups.
The puzzle –with most Brokers recommending a Buy -why has the Share Price collapsed given this outstanding performace?
I hold CBAPG but I don’t really understand hybrids. What happens at the call date? Thanks for your insight
Hi MM Team. Having taken a first look at IVE Group’s 2024 AGM results today, I am wondering whether Market Matters’ take on the company might change in relation to it’s position in the MM Income Portfolio?
