Skip to Content

Archives: Questions And Answers

What are your current views on MFG. They seem to have gone out of the news lately and things appear quite settled on the surface. Are they a reasonable risk at current prices

  • Posted in
  • Comments Off on Magellan Financial Group (MFG)

The Health Care Index has been under some pressure of late and has fallen rapidly sense mid-August. With this in mind, can you give me your thoughts on the index and EBO in particulate please.

  • Posted in
  • Comments Off on EBOS Group Ltd (EBO)

Hi guys,

  • Posted in
  • Comments Off on Your view on Catapult Sports Ltd (CAT) please

AIS (Aeris Resources) has been range bound for the past couple of years, but the share price is now braking out. What is your current opinion of the company, in terms of their future as both a gold a copper mining company?
Thank you
Chris

  • Posted in
  • Comments Off on Has Aeris Resources (AIS) transitioned from a ‘punt’ to a possible investment?

Looking for your thoughts on Salesforce. It is trading at its lowest PE multiple for as long as one can remember. What are your views on their AgentForce module released in the past 12 months or so. Does this drive the next leg of revenue and margin growth moving forward? Revenue growth is somewhat lacklustre at cords 9%, but EPS growth north of 20%.

  • Posted in
  • Comments Off on Salesforce Inc (CRM US)

Hi MM,

  • Posted in
  • Comments Off on Trade Desk (TTD) travails

Hey James and Team

  • Posted in
  • Comments Off on Understanding ” Consensus “

Hi Market Matters Team
Could I have your view on Fenix Resources.
FEX announced it has secured a 290MT Weld Range Iron Ore project recently. The share price has moved about 20%. What price target can you see FEX reaching?
Also, Service Stream announced it has secured a Defense base services contract yesterday and rose 16%. I’ve held SSM for a while now looking to sell. Would you be holding or looking to buy now or take this news and improved share price to sell out
regards
Debbie

  • Posted in
  • Comments Off on Fenix Resources (FEX) and Service Stream (SSM)

After a trading halt on 17 April, PEN is trading again after announcing an equity raise @30c on 22 Aug. The institutional offer is now complete and the retail offer at 1:1 closes on Tuesday 29 Sept. I note from your comments in Q&A last week that MM has no interest in PEN, however, if you held the stock, would you consider participating. It has been trading 10 to 20% above the offer price early in the week. My concern is the discount to the last traded price before the holt is >50%.

  • Posted in
  • Comments Off on Peninsula Energy (PEN) post equity raise

Love your work and value your opinions.

  • Posted in
  • Comments Off on Xero (XRO) and CSL Ltd (CSL) etc
Back to top