Questions on Tyro Payments (TYR), Northern Star (NST) & Neometals (NMT)
Happy New Year, looking forward to the continued MM daily/weekly updates this year. Your viewpoint & general guidance on the following please . . NMT - I have had good run with this holding with potential announcement catalysts still to come in 2022. What is your take on NMT at current levels (circa $1.60-$1.70). I like the companies projects, but don't want to get greedy. Sell the pop or continue to hold for 2022? NST - A quality company in my view, but really struggling to get going even though current gold prices are supportive of margins. It seems gold can't catch an upside break torn between US$ strength, bond yields & resistance. Continue to hold for 2022? TYR - I have held & sold in the past, but I'm considering re-entering a position circa $2.50 as I see upside there. Although not the same as Z1P & APT, it seems as though it seems to have been caught up in the Tech sell-off, but I don't think this really applies to TYR's business model, although they don't appear to be increasing profits & do have a cloud hanging with merchants pursuing a possible claim due to terminal outage issues last year, I think this is probably unlikely as TYR seemed to deal with the issue pretty well. Would you be a buyer at current levels if they were not already in the Emerging Companies Portfolio? Do you see a potential lower entry level if the Tech selling continues? Bernie