Q&A

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Welcome to our Q&A page. This is the best place to ask us questions that relate to stocks, recommendations and investing generally. Within those parameters, we'll try to answer any questions you might have, although at busy times it might take a few days for us to respond.


Latest Q&A With Our Experts

Graham Witcomb Answered by Graham Witcomb 14h ago

Why is Transurban's PER so high?

Hi, I am just wondering why is the Transurban PE ratio so high? Meng

Gaurav Sodhi Answered by Gaurav Sodhi 2d ago

Thoughts on AX1 and MLD

Hi Gaurav, Alex and small cap team. Two shares have come across my radar, seemingly trading at a discount in unloved (or, until recently, unloved) sectors or retail and mining services: AX1 and MLD. Both seem cheap, with an asymmetric risk profile to the upside. Any thoughts?

Gaurav Sodhi Answered by Gaurav Sodhi 2d ago

Rio Tinto and Macquarie have passed your sell price.

Rio Tinto and Macquarie have passed your sell price. Are you rviewing these stocks or changing recommedations?

Gaurav Sodhi Answered by Gaurav Sodhi 2d ago

Thoughts about MMA Offshore (MRM)

Hi Gaurav - I would be really interested in your thoughts about MMA Offshore (MRM) post the capital raising? They seem to have finally found a way to fix the balance sheet and with Thorney and Black Crane on board for the ride I feel there's an added level of comfort that someone will be staying close to management to keep them accountable for performance over the next few years. I have however been struggling to get to grips under which oil price scenarios they'll be able to earn sufficient returns for their rigs, and how renewables will impact long-term demand etc. You really need to believe there's multiples to the upside before becoming involved in such a high risk/low quality business. Thanks, Matt

Jon Mills Answered by Jon Mills 2d ago

Views on Cleanaway acquisition of Toxfree and entitlement offer

I hold Cleanaway shares (CWY). They are currently making a retail entitlement offer at $1.35 against a current price of around $1.495 The offer is fully underwritten which means if shareholders do not take up the offer their shareholding is diluted. It seems that the options are sell, take up the offer, or sell with a view to repurchasing after the placement is complete (if the resulting price is sutable). My logic(?) is that as the offer is 1 share for every 3.65 means that the resulting equivalent price is 3.65/4.65*1.495 or about $1.17, making the offer price a bit of a joke. Therefore the only conclusion is to sell now before the price drops more. This conclusion is further reinforced by the company's historical attitude to debt. Does my logic seem correct? I know that you will not be giving personal advice but I have tried to word this in a general way. Warwick

James Greenhalgh Answered by James Greenhalgh 2d ago

Have you researched Audinate?

Hi Alex Have you researched Audinate by any chance? Valuation looks stretched but the company seems to have some excellent IP.

James Greenhalgh Answered by James Greenhalgh 2d ago

Should I cut my losses and sell FXL and PRT?

My worst performing shares are FXL and PRT. Should I cut my losses and sell?

Graham Witcomb Answered by Graham Witcomb 2d ago

Are there specific reasons for SYD price decline?

Hi II, Sydney Airport's price has reduced steadily over past few weeks and is now approaching the II buy zone. Are you aware of any specific reason for the price decline?

Gaurav Sodhi Answered by Gaurav Sodhi 3d ago

With RIO at $78, which is 4% above your sell price, will II be doing a review of the price range for RIO?

With RIO at $78, which is 4% above your sell price, will II be doing a review of the price range for RIO?

Gaurav Sodhi Answered by Gaurav Sodhi 3d ago

Antares

Hi Gurav - There seems to be movement at the station with Antares! Shareholders have received notice of an EGM on 23 January with motions for election of directors, allocation of shares and options to same directors, a renaming of the company and a new constitution. What are your thoughts?

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