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Archives: Questions And Answers

Lottery Corp Ltd (TLC)

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I am wondering why you consider TLC a yield play with a dividend of less than 3%? I’m wondering if it is a good time to sell or take profits in, being almost at its all time highs? Thx for this opportunity to ask questions Shawn!

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Quick question on AIC Mines Ltd (A1M)

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Hi MM

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Megaport Ltd (MP1)

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Hi James,

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Thoughts on Xero Ltd (XRO) SPP

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What is your opinion of the XERO SPP closing 5 pm Mon 21 Jul 2025?

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Uranium supply and PMGOLD

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Good morning MM. E&P analysts reportedly expect a 2-3% uranium supply surplus (4-6 million pounds annually) in 2026-27. Some 2026 price forecasts have been adjusted accordingly. Do you remain positive toward uranium stocks medium term?

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DroneShield Ltd (DRO)

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I watched an interview with the DRO CEO on Ausbiz 14/7/25.

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Thoughts on Pilbara Minerals Ltd (PLS) please

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Question for Saturday.

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Thoughts on buying banks and ETFs now?

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Hi James and team,

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MercadoLibre (MELI US) and DroneShield (DRO)

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Hi Team,

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JLG

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Hi Team
Re Johns Lyng, are they sitting on franking credits? If so any chance they will pay a franked dividend before the takeover? Assuming it goes ahead.
Thanks
Phil

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