Archives: Questions And Answers
I-track advance was FDA approved May 2023, sales of device grown significantly and product is apparently receiving strong acceptance from the US ophthalmologists. It seems to be grossly undervalued at A$50Mil market Cap, any thoughts and you view of their potential Market Cap?
Are there any ETFs for funds that may need to be liquidated over shorter timeframes, E.g. <2 years, <5 years?
Do you like Goodman (GMG) for exposure to data centres or should I bite the bullet and consider Nextdc (NXT) even with their losses
Dear MM,
A question for the end of week.
MM is leaning to the USD declining, and hence the big question is what will the exchange rate with the AUD against the USD do, particularly if there is another boom on resources stocks – just how strong could the AUD become (ten years ago it was at parity)? My nagging thought is should I lighten down on US shares and bring more funds home?
Thanks James
Hi Market Matters Team
For those who held on to RMD – Would you continue to hold? – Do you see further upside to RMD? – Or do you recommend switching to CSL. At what price is CSL a buy?
regards
Debbie
The three biggest listed coys in this field are:
Hi Team
At what price would the Global X Copper Miners ETF (WIRE) be good risk reward?
regards
Deb
Hi Team,
Keen to get your opinion on Leo Lithium. Their shares have been suspended for a while now but it looks like they could be reinstated soon with the sale of their Goulamina project to Ganfeng for a share price equivalent of $0.43. They will be cashed up but without a project. I doubt you would be actively looking at adding these to a MM portfolio but would value your views on whether there would be any point in an existing shareholder keeping these shares when they are reinstated? I don’t see a catalyst now for a share price increase and the investment might be better moved into Pilbara or a bit riskier Arcadium.
