Archives: Questions And Answers
To the MM Team,
Hi James and Team
Can I have your view on HCW – with FY27 guidance for distributions to resume at 6 cents per unit 8.5% yield and units trading around 75 cents below the stated NTA of $1.35. Would this be a REIT Market Matters would consider a buy now?
regards
Debbie
Hello MM!
Would be pleased to have your take on the disturbing share price fall and suspension that has struck Maas Group. Is there a fundamental negative risk with their decision to exit construction materials supply and jump into data centre construction?
Thank you and keep up the great work.
Rob
Is there an ETF listed on the ASX that gives exposure to the Canadian stock market TSX
What’s your thoughts on Fair Isaac Corp in the US after the most recent share price fall? Has the market overreacted to the likely loss of income or is this more of a falling knife case? From what I can tell most brokers are still bullish (based on the current depressed share price), however not sure if they are just waiting to see how profit is affected before changing price targets. Do you see this as a good opportunity to start a position or would you stay away until the next quarterly report/ more information was available?
You answered my question about Northern Star on Tuesday. Thank you. So, I wonder if you could cast an eye over these much smaller gold/copper stocks for me please, as both buy opportunities and potential takeover targets?
AZY – Antipa Minerals
TOR – Torque Metals
TM1 – Terra Metals
Morning Gents, it’s Broken Record here again.
I’m still watching commodities and precious metals being smashed. Uranium is in the doldrums just ahead of what is supposed to be the start of a strong contracting season. Yet all of this is still being talked up with huge targets supposedly being reached before Christmas. The market doesn’t seem to be convinced. What is the catalyst everyone seems to be waiting for to break this downtrend?
Hi Team,
