Archives: Questions And Answers
Hi MM,
Firstly, I appreciate you responding to Q&A submitted questions. This is appreciated.
My first question – do you view FMG as a longer term income stock? With Simandou possibly online next year (at low volumes but ramping up quickly through to 2027, and then further expansion 2027-2030) and forecast oversupply in 2025, iron ore prices will likely drop.
The dividend income is great but if the stock share price tanks in the next few years due to iron ore oversupply, the capital loss will override the dividend income.
How do you view this possible scenario playing out with FMG?
I’m not sure or enthusiastic about FMG’s green hydrogen strategy which is soaking up plenty of cash.
Regards,
Peter
Hi James and Team
Can I have your current view on FEX – Fenix Resources.
Fenix to restart mining at Shine.
regards
Debbie
Hi Guys, Congratulations on your great service.
I have been holding funds in the Van Elk etf subd which has performed very well .
My question is do you recommend this as a good alternative to a bank term deposit also what will cause it to underperform.
Cheers Graham.
Hi MM,
RHC is having steady revenues and no major negative news. Is it a good buy at $46-$47? Can we expect some pullback from the current lows and higher levels in next 8-12 months or so? Thank you.
Hi guys, sorry, it’s the 2nd question from me this week.
Back to the local index, ASX200. If resources finally get a kick up the bum and fingers crossed, we finally start to see rates drop towards the end of the year, would this not carry the ASX into new highs? I’m thinking as soon as rates start to ease, new builds may increase giving the banks more mortgages to issue. As we know, they don’t like passing down the rate drops to quickly, so again, increasing their NIM can only be a good money maker. The combination of resources and financials is normally a good combo for us. How much of this may be priced in already in anticipation. Even with the banks so high, surely there is no one left to sell from the big institutions.
Regards,
Simon
Hi , I have looked at APA it is below $8.00 seems to be in the buy zone yet it,s price to earning is still so high is there a reason for this and how do you rate this company ,
Also I am looking back at PLS seems to have formed abase around the 3.00 is it worth getting back into ?
RFF I own but am under weight do you see any growth from this company ……Thanks I enjoy the Q and A each week it is good to see what others are looking at …..Regards Glenn G
Hi MM,
I know APA recently notified the market of a pipeline impairment charge but their price has languished significantly recently. Are there concerns about their recent Alinta purchases that are driving the price lower? Is it standing out on price as a strong dividend stock?
Welcome your views,
Peter
Hi MM,
The market appears not to have taken too kindly to NHC’s convertible note issue. Are concerns justified or is this a temporary blip?
Regards,
Peter
What is your opinion on the following 2 Asian stocks which seem to be at an inflection point: Longfor (HK) and MGM (China).
What is easiest way to invest in these as CommSec only allows US shares for the International Portfolio.
