Skip to Content

Archives: Questions And Answers

Australian Strategic Materials Limited (ASM)

by

Thanks James for your insight. There was a capital raising for ASM at $1.20 and raised $55 Millions on 20/10/25. Yesterday closing share price was 65 cents. Please share your insight for such a big difference in price. Is ASM a profitable company and worth investing ? Thanks.

  • Posted in
  • Comments Off on Australian Strategic Materials Limited (ASM)

Cybersecurity as a theme

by

Can you provide Market Matters thoughts on Cybersecurity as a theme and what are your thoughts on stock selection. Opinion on popular names e.g. Crowd-strike, Paolo Alto Networks, Cloudflare, Okta etc.

  • Posted in
  • Comments Off on Cybersecurity as a theme

Mystified – precious metals ETFs

by

Okay,
For two days in a row this week the US industry ETFs for gold, silver, copper and uranium have soared overnight, but barely made a dent in the individual stock prices on the ASX the next day.
Historically, those overnight movements have tended to be a good indicator as to what to expect the following day?
I’ve been investing since early 2009 and the share market still manages to mystify me.

  • Posted in
  • Comments Off on Mystified – precious metals ETFs

Suncorp Group Ltd (SUN)

by

Hi James, Shawn and Team
Your view please on Suncorp-They have fallen after they estimate a 350m cost from Qld-NSW storms. Would you still hold SUN?
regards
Debbie

  • Posted in
  • Comments Off on Suncorp Group Ltd (SUN)

Top 3 picks from the Market Matters Emerging Companies portfolio

by

Hi Guys

  • Posted in
  • Comments Off on Top 3 picks from the Market Matters Emerging Companies portfolio

Iron ore pricing

by

Guys thanks for you information it helps to make sense of a complex market

  • Posted in
  • Comments Off on Iron ore pricing

WAF Trading Suspension

by

WAF has now been suspended since Aug due to their failing to provide information on the BF govt’s wish to increase BF state ownership to 50% of WAF’s Kiaka mine. How can we find out what is going on and why is WAF not keeping shareholders and the market informed about a major problem that potentially will affect all mining companies operating in West Africa, as well as those who invest in them.

  • Posted in
  • Comments Off on WAF Trading Suspension

Washington H. Soul Pattinson (SOL)

by

Greetings and thank you for your persistent work,
What is your current thoughts on a good entry point for SOL. It seems to have good support around the $34.50 area. Do you expect that price level to be tested or even breach lower? There seems to be concerns around private credit markets these days. Is SOL wedded to having money in the credit space or does move in/out depending on the risk environment? I ask this because other ‘funds such as WAM Income Maximiser seems to have a minimum amount that it invests in credit/bonds. Bonds seem to be in a bear market now. Thx, Bob

  • Posted in
  • Comments Off on Washington H. Soul Pattinson (SOL)

Duolingo Inc (DUOL US) outlook

by

Hi, I just want to ask your opinion on Duolingo (DUOL US). Thank you.

  • Posted in
  • Comments Off on Duolingo Inc (DUOL US) outlook

Volatility

by

What is it with these enormous daily swings on the market? What goes through the average investor’s head that makes them change their minds so violently just 24 hours apart?
Or is the market, as Alan Kohler insists, dictated by day traders, algorithms and bots that have nothing to do with reality?

  • Posted in
  • Comments Off on Volatility
Back to top