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Recent Questions & Answers

Ardent Leisure

I hold AAD (Ardent Leisure) shares and have received correspondence which I believe comes from Ariadne seeking to remove current directors and replace with four of their own. What is your opinion on this?

 
Thank you

 


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Model Portfolios

I subscribe to the Switzer report for my SMSF and use the model portfolios as a guide to portfolio construction. Do the model portfolios continue to be monitored and do they reflect the make-up of the listed Switzer Dividend Growth fund?

 


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CQG Option Shares

Hi,

I purchased some CQG’s IPO shares in June. As part of the IPO I was issued some options shares (CQGO). Can you tell me what is the unit cost of the options? Is this a put or a call option upon expiry?

Thank you.

Regards

 


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Lithium

Hi,

Lithium seems to be the new black – with massive uptake in renewable/battery projects (http://www.australian-lithium.com/). Is there already or going to be a rush/boom in Australia on this or is it just ‘business as usual’/too late/not significant?

What are options to get exposure – directly (e.g. miners and which ones have concentration) and indirectly (e.g. related activities such as drilling contractors)?

What are the risks (e.g. other countries with bigger lower cost reserves)?

Thanks and keep up the great work!


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Santos and S32

Hi,

I see your comment about “S32 simply having too much cash” and wonder if you think that means that they will return some to shareholders or make a purchase? We are well in profit on our S32 holding and I’ve been seeing a lot of commentary about them being overvalued. We are well down on our Santos holding – but there prospects going forward look good.

I was thinking I would sell all our S32 holding and put some more into STO to average our price down, but now I am not sure.

Can you give me your opinion please? They are both in our SMSF which is primarily in pension mode.

Many thanks


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