In this week’s show
04:12 – Q1: Colbalt appears to be on the rise at the moment, and l am wondering if COB asxColbalt Blue is now established enough to consider investing in, or is it are they more likely to fizzle out and what where seeing now is just a reaction to the rare earth hype.
07:29 – Q2: MOT keeps falling and is now at $1.89 almost an all time low this year whilst other private credit funds haven’t suffer that much. Would you be able to shed some light into how and why their business model is impacted more than others and what do you think is driving their downwards pressure? Do you foresee they keep falling further?
15:14 – Q3: With respect to currently BHP and in future possibly other iron ore miners, how concerned should one be about China’s ban on Aust iron ore please?
16:56 – Q4: After the SMH article on private credit, could you give us a risk rating on MA1, GCI, QRI and especially MOT (NTA 2.15 trading at 1.88)
