Archives: Questions And Answers
Hi guys, The summit which happened this week in China has no doubt been an eye opener for many western countries at the sheer size that it has grown. The (questionable) members of the co-op and the potential for disruption from what most of us would call the norm. (Mind you, Trump is also doing his best with that). I’d appreciate your thoughts on how this group could grow and the influence which it could have across the globe and even through currencies. A couple of notes I’ve read state – “representing nearly half the world’s population, with 23 per cent of global GDP. That rises to 36 per cent when GDP is based on purchasing-power parity. ”
“The SCO, comprising nearly 80 per cent of the Eurasian landmass, is the world’s largest contiguous organisation”. “representing nearly half the world’s population”
is IEL turning around to improve earning in 2026 ? which is a better buy NXT or MP1 ? Thanks.
Looking for thoughts on 3 stocks:
Hi MM,
Coronado Global Resources (CRN) share price has dropped like an elevator this year. After getting down to 10 cents it is rising as quickly as it fell, even though the price of coal hasn’t changed much over the past few months. What do you believe is fair value in terms of the share price, based on current coal prices, and do you believe there are any ongoing liquidity or balance sheet risks remaining?
Peninsula Energy (PEN) has recently returned from suspension and is undertaking an equity raise. The company has failed to deliver the targets they had previously stipulated and now need further funds. What are your current thoughts on this company, especially from a risk reward perspective, at the current share price?
Thankyou
Chris
Hi James and team,
I’m on the road so need to keep communication brief.
Would appreciate your views on DBI, the reasons for the sharp drops over the last few days and whether this sell off might continue.
Thank you for your valuable insights as always
Hi MM team,
Hi James and team,
Hi Market matters Team,
Hi MM,
1. What is your view of DUG following its recent reporting and would you consider it for MM’s watch list?
2. Has DUG’s proprietary data centre immersion cooling system which greatly reduces energy usage and costs received adequate attention from the market?
