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Archives: Questions And Answers

Vitrafy Life Sciences Ltd (ASX: VFY)

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Dear MM,
Thanks for all the excellent work, may you be well rewarded in the upcoming reporting season. I was wondering whether you had come across Vitrafy Life Sciences, VFY. If so, what are your thoughts following its recent capital raising? Best regards, Mark

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Current view on Worley (ASX: WOR), Whitehaven (ASX: WHC), Sandfire (ASX: SFR) and Mirvac (ASX: MGR)

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Hi guys, would love to know your current view on a few positions in the growth portfolio – how you feel about how the buying thesis is playing out, your current levels of ‘comfort’ in these positions, I note they are all marked active, so would MM be buyers at these levels if you weren’t in them already. Has anything changed? More conviction about some of theses? The positions are: WOR, WHC, SFR and MGR. Thanks so much for your analysis.

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Lithium and Junior’s

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Hi M&M, Your Stock Broking Skills made me a good sum of cash on LTR, Thank you.

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Copper Bear Case?????

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Hi MM,

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PEXA Group Ltd (ASX: PXA) and Chrysos Corp Ltd (ASX: C79)

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Dear MM, thanks for your great support, including this Q&A. Both marvellous. I was hoping to get your views on PXA and C79. PXA share price continues to decline, is there a price where it again becomes interesting on value or have we overshot and it is now about sentiment/finding a bottom. The same or similar appears to be the case for C79. Although it appears interesting on value, sentiment appears to have pushed it lower still. Do you think the bottom has been reached? Many thanks and best regards, Mark

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SiteMinder Ltd (ASX: SDR) and Service Stream Ltd (ASX: SSM)

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Hi. I am new to your service and am enjoying your current views on markets and stocks. However. I am having trouble reconciling your views on stocks and the forecast score. The latter is something I put emphasis because, if reliable, it indicated the stock’s quality. Two examples are SDR which you are ” long and bullish on around $4, yet the ” forecast” score is 5/10. Conversely for SSM you apparently have no interest, yet it has a perfect score of 10/10.
Can you address my confusion please?

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Global X Uranium ETF (NYSE: URA) and iShares Silver Trust (NYSE: SLV)

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Hi Guys,
I’d love to hear your thoughts on why URA and SLV seem to be struggling so much recently, and do you still have a bullish outlook medium term?
Thanks

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Electro Optic systems (ASX: EOS) and AIC Mines (ASX: A1M)

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Hi Market matters Team
Can I have your current view on EOS -Electro Optic
It has fallen to a low this morning of $7.31. Below the $8 capital raise. Is this a buy? Do you prefer Droneshield in this space or DFND ETF?
A1M – is this a buy or hold?
regards
Debbie

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Judo Capital Holdings (ASX: JDO) & Nine Entertainment (ASX: NEC)

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Is NEC turning around with QMS media acquisition and continue to pay a dividend?

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Gold & Resources & War

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Hi team,

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