In this week’s show
00:18 – Q1:I noticed that MP1 dived some 20% on a 28% revenue increase – I did get into this one so is the lower price a averaging opportunity?
02:33 – Q2:Great work with virtually live, I’m a big fan. Could you please provide your opinion on Smart Pay (SMP) and Capstone Copper (CSC). Additionally could you please advise your opinion of Dug technologies recent report.
07:52 – Q3:I wonder whether it is possible to have an insight into the future for dividends short/medium/long term for JB Hi Fi. Their track record has been exemplary over such a long time. Say compare it to Myer for example. I do understand that, as a general rule, dividends follow earnings. The most recent dividend that followed the usual trajectory was, as I understand it, $3.16 plus franking. I would appreciate any thoughts regarding this aspect of JBH.
12:38 – Q4:Any thoughts on this SPP offer and the buyout by MyState? My wife and I are both IPO investors of the old Wide Bay Capricorn Building Society . Been a nice ride to support our local economy but now as an investment am wondering do we throw in another $30,000 each.
15:19 – Q5:Bisalloy (BIS) is a specialist steel producer with links to the AUKUS submarine program. Its price was recently rising quite steadily, but the price has recently dropped considerably, and continues to drop. This prompted a query from the ASX, in reply to which they stated they knew of no reason for the drop. I am interested in your thoughts on the prospects for this company, and whether there is a price point where it might be worth an investment.
17:48 – Q6:I have 20K of FMG which has plummeted by 20% in the last few weeks. Do I buy more now or cut my losses and sell?
