01:51 – Q1:I hold MTC, Metalstech, they have an offer of over a $100 Million for a gold mine, the buyer is doing some due diligence and the price went down 30 %, I don`t understand, maybe you could shed some light

 

04:29 – Q2:My Question is about Yancoal (YAL). Why is it so cheap? It is trading on a P/E of 2! and shows a dividend yield, grossed up, about 13%! They have no debt to speak of and the coal market does not look like dying in the foreseeable future. The only reason I suspect is, that more than 60% of the company is in Chinese hands. I don’t see it as a threat, but may be as an advantage. The company is Australian registered, so it has to and does operate under Australian laws. China is one of the largest coal consumers and I also think that Chinese buyers may more likely to buy from a company with a lot of Chinese shareholders.  So, why is it so cheap?

 

09:02 – Q3:What is your opinion of Novonix who are trying to get a foothold in the US as an alternative to Chinese companies supplying graphite anodes.

 

11:58 – Q4:Prime Media PRT has finally dropped off my broker screen. Are there any closing comments on this trade?

 

12:44 – Q5:Actually, if prepared for the delays and risk, then buying LPI now gives a very good return of 4.6% in short term (37 days) and high annualisedreturn 38%.