Archives: Questions And Answers

Genesis Minerals (ASX: GMD) and Vault Minerals (ASX: VAU) merger

July 24th, 2026 by

Good Morning Gents,
I have a significant holding in Vault Minerals (ASX:VAU). If you were up well over 100% would you take profits, exit or stay with the new entity?
Further to that it’s been suggested that Regis Resources could be a takeover target now, but I don’t see – from current production and limitations for future growth – that they would be all that attractive?

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Van Eck ETF (ASX: GOAT)

July 24th, 2026 by

Hi James and team,

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Lotus Resources (ASX: LOT) cap raise

July 24th, 2026 by

Well, I’ve held onto Lotus Resources through the troubles and turmoil, much to my chagrin. Is this new – or should I say, next – entitlement offer at $0.22 cents just throwing good money after bad?

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SCXai (ASX: SCX) IPO

July 24th, 2026 by

Hi guys

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Market VS Super Returns

July 24th, 2026 by Shawn Hickman

Given the new punitive CGT rules, I’ve started to think about drawing a line under holdings that don’t match the returns I get from my Super/Income Stream (comparing 5 and 10 years). Given the current softness in the market I wonder how many others might be feeling the same and whether this sentiment might even escalate towards July 2027?
PS – What’s the difference between Super funds investing in our companies and people like me? I don’t understand their reasoning.

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SMSF or Industry Fund

July 24th, 2026 by

I’m 75 and have had a SMSF fund for over 25 years – I love it, enjoy operating it and am happy with my returns.

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Xero Ltd (ASX: Xero)

July 24th, 2026 by

Hi guys, just a quick one.
Can I have your updated thoughts on Xero please and short term crystal ball predictions.
I had been expecting a bounce, but with only bad news around it’s looking like I may have caught the falling knife.
Thanks

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The “Big Four Banks”

July 24th, 2026 by

Hi James & Team
This last week has been good for the Big 4 Banks.
I hold ANZ, CBA & NAB. Concerns around housing market, inflation, changes to capital gains tax, negative gearing etc have impacted the Banks. What is your current view on ANZ, CBA, NAB and WBC? Do you see further upside in the next few months? Would you see any upside an opportunity to reduce banking exposure?
regards
Debbie