Archives: Questions And Answers
Hi Market Matters Team
A1M – AIC Mines has lifted with the copper price from around 41c to 56c in the last month (approx 35%) – What’s you view on this copper play – I know you prefer BHP but do you see further upside – at what price is there a good risk reward with A1M?
Can I have your current view on TWE – It has been trending lower since early April when it reached $13.01.
regards
Debbie
I have been a subscriber since the very beginning and have found you reports and research a cut above the rest. Particularly making clear calls on stocks and the market,
My question is for an investor who is sitting on a large capital gain, should the implication of paying tax and therefore having less to reinvest ever be a consideration?
ie selling say cba shares for a total sum of $100k and paying tax of say $25k and only having $75k to reinvest in WBC for instance??
Saturday 4/5/24 Q&A – Preference for CTD.ax over FLT.ax as a “Growth’ stock.
Hi MM,
Noting your positive view on the BHP bid for Anglo i would be interested in your thoughts on the less positive views put forward by another broker this week.
This broker is concerned BHP is looking to acquire a diversified miner in Anglo primarily to secure the copper assets but would then look to sell the non-copper assets – iron ore, platinum, nickel etc. The broker notes BHP’s track record in selling assets is very poor and argues “this is like BHP trying to buy a 6 bedroom house just to get the garage. There are multiple large risks in BHP long term in trying to sell off the assets they don’t want.”
Would you please provide your thoughts on this broker’s views?
Thanks & Regards
TH
Hi team, appreciate the service and the detailed emails.
What is your view on SYR ? The company does not miss any opportunity to raise funds and dilute share price and investors wealth.
