In this week’s show
00:14 – Q1: With the GOR share price below 3.25, dragged down by falls in the NST price I assume, is this a good opportunity to top up or at risk of being dragged lower by further falls in NST?
03:45 – Q2: I’m interested in your opinion on the medium term outlook for QPM energy. Do you think their pivot from nickel to energy (gas) projects now in the works is likely to see some share price upside in the future?
06:18 – Q3: Can I have your opinion on Bitcoin and Ethereum ETFs as distinct from direct ownership of those cryptos?
07:21 – Q4: Please can you advise on any key understandings for currency and how these mechanisms broadly work? or any resource to explain in simple terms – I’m amazed by the AUD to Euro and its lack of strength especially with the Australian economy still being quite strong and also considered a safer place to park capital on global markets, so thank you for any insights that can help at a beginner level in FX – many thanks
11:06 – Q5: Is there any interest in the “John Lyng Group” takeover at $ 4.00, Current price $ 3.880?
13:10 – Q6: I’m interested in your opinion on the medium term outlook for QPM energy. Do you think their pivot from nickel to energy (gas) projects now in the works is likely to see some share price upside in the future?
13:22 – Q7: I have in the past been a fan of LIC’s. Now I feel that it is difficult to achieve a capital gain, even with closed Funds. Is this because they regularly pay out relatively high distributions or are there other reasons. I have been to WAM Investor Meetings and haven’t received adequate explanations in my opinion.
I hold WAM and WLE now but have held others in the past. I am basically a retiree dividend investor and am not thrilled to see capital loses on my portfolio.
You would see that WAM NTA has decreased very significantly over last 3 yrs which I believe drags the market price down with it.
