Archives: Questions And Answers
I would like to sell 387,200 class B shares of Eternal Aus Holdco.
Can you help?
Hi guys, Thanks again for all the work which goes into the reports and q&a’s. (and for the patience with another index question)
I actually have a suggestion and a question:
Hi, thanks for these Q&A Sessions.
Hi MM Team
I note your comments on the differing risk assessments of recession for equities vs bond credit spreads 33%v 9-12%. I am wonders how the %’s are calculated. I note that you have mentioned how the spreads are calculated from the risk free gov bond rate. Thanks for your words of wisdom and you continued excellent appraisals.
Do you have a view on the fundamental value of WHC?
Hi Market Matters
What’s your view on coal stocks after Macquarie cut their coal price forecasts and coal stocks were hit today.
Your Am report on 12/3/25 – “We ultimately see solid risk/reward in buying the stock today for tomorrow’s dividend and holding it for 45 days to accrue the franking credits.” MM is bullish YAL ~$6.25
I actually bought YAL the day before for the dividend yield.
Are you still bullish – if so in what time frame?
regards
Debbie
I’d like to get a better understanding of the Coal Futures Newc numbers in your morning reports. For example Tues 11 Mar the report shows $131.4 +$3.35 which compares to Monday 10 Mar $117.4 +$2.40.
Thus would you please explain the source of contract number & variation because it doesn’t appear to be day V previous day.
Thanks Glenn
