Archives: Questions And Answers

View on Johns Lyng Group Ltd (JLG)

June 26th, 2025 by

Hi James and team,
Did your view on JLG change with the recent takeover bid?
Where do you see the stock in a short and medium term?

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Nine Entertainment Co Ltd (NEC)

June 26th, 2025 by

Hi guys
I noticed in your weekly reports that you were quite bullish on NEC especially with a possible dividend of 49c fully franked. My question is will the share price drop by the dividend amount after the record date and if it does it would then be a share loss equal to the dividend and therefore not worth the trade
Thanks
Tony

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Abb and NSR

June 21st, 2025 by

Hi guys,
Thanks for all your hard work. I love MM.

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Thoughts on BHP Group (BHP)

June 21st, 2025 by

Hi – thanks for all your helpful insights.

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Sprott Uranium Trust (U-U CN)

June 21st, 2025 by

Would you mind explaining, in layman’s terms, this huge Sprott Uranium deal that’s put a fire under the equities prices and is it a one-off (or two-off now)?

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Thoughts on Yancoal (YAL)

June 21st, 2025 by

Hi James and Team
I refer to Tues AM report “Is it too late to buy the energy sector” You covered NHC & WHC as they reside in your portfolios but Can I have your view on YanCoal please. I bought YAL for the last dividend. What price would you be targeting for YAL to reach through 2025/26?
regards
Deb