Archives: Questions And Answers
Hi what does MM think of new Chinese/Guinea Simandou mine coming online mean for our AU miners in medium (3years) to long term as an impact of potential iron ore price depression due to reduced Chinese demand for iron ore in open market?
Thanks for your insights which I value both for my own investing and for your relevant portfolios.
Hi Team
I have a small holding in L1G as a result of owning Platinum, they have a SSP at the moment. Do you have any thoughts you could share
Thanks
Phil
In Wednesdays report you discussed PCI. It looks a reasonable income proposition but I’m struggling with paying $1.15 (13/11/25) against NTA $1.10. Has it run consistently above NTA?
Good afternoon,
Always enjoy your articles, my question is ALL , which released a strong FY25 result in Nov’25 showing revenue growth of 11% and even better NPATA growth of 12% reflecting market share gains across the portfolio. the last closing price of $59.42, ALL is trading at a 16.0% discount to its valuation. Seems to have been sold down unfairly. Do you see sub $60 as fair buying?
Steve
Hi Market Matters
Can I have your current view on IGO – It has lifted around 32% in the last week. I have held on to IGO and have now seen my loss reduced greatly. Do you see further upside?
When would you look at the FANG or NDQ ETF’s for US Tech exposure?
regards
Debbie
No doubt I won’t be the only one this week. What the f**k is going on with Droneshield? Even in spite of their 10th November announcement gaffe, the company is still winning contracts with more in the pipeline. Why have they been sold off so heavily? – David
Good morning, James & team,
What are your thoughts for medium to long term shareholders on Axon, Meta and Coin in light of the pullback?
