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Thoughts on KCN and PLL

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What are your thoughts?

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Gold Stocks

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Hi guys, there was a view early last year that gold stocks were lagging the gold price and thus offered some value, throughout this year gold stocks have followed the gold price price higher and rallied – they’ve done some nice catch up. NST and EVN up around 50% (depending on when you start). Whats your current view and future outlook on Gold and these stocks? Have they finished their catch up? Thanks for all your excellent commentary. Cheers, Josh

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Outlook for the Gold Price and some Gold Stocks

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Just a question – What is the outlook for the Gold Price ? I know MM is bullish on EVN. What about the other names – especially NEM, RRL, NST? At what point should we trim or take profit on these stocks?

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Alcoa (AAI) and Xanadu (XAM)

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Dear MM,

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Bowen Coking Coal capital raise

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Hi James and team. I have received the most recent prospectus for the BCB capital raise and there are a lot of moving parts. My gut instinct is that this would be just good money after bad, but I note that Shaw are part of the underwriting team. Also noting that MM recently sold out of BCB, what are your views on their future post this raise? Cheers

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Ingham Group Ltd (ING)

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ING are now trading near 53 weeks low. What are your thoughts on the stock?

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Gold juniors miners

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Hi

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Possible interesting moves in the IVE Group (IGL) share registry??

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Hi

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What happens to VUK?

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Hi

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News Corp – NWS

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Hi,
I very much look forward to the Saturday post, as it rounds out the insights for the week.
I was wondering about News Corp. You haven’t mentioned it for a longtime, as far as I can tell.
I used to own it, but haven’t for a while. What are your thoughts on it?

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