We at ShareCafe understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. To make it easier to do so, here it is in one handy location. Just click on the headline and you’ll be taken straight to the story.
Tuesday 18 October, 2022
One could almost be excused for thinking we are in the middle of a roaring bull market in the context of very upbeat presentations on Monday from CSL and Endeavour Group.
Magnis Pursuing Vertical USA Integration
Senior Analyst Di Brookman has released an updated report on Magnis Energy Technologies, which is now available for download from the Corporate Connect website.
Star’s Fall from Grace Complete with License Ban
The NSW casino regulator on Monday confirmed it had suspended the gaming licence of Star Entertainment’s Sydney casino and hit it with a record $100 million fine.
Two leading ASX-listed companies lost their CEOs yesterday in very different circumstances: Adbri in a strategic move, and miner IGO in a far more tragic fashion.
Midterm U.S. Election Preview: Gridlock ahead?
As the US congressional elections in November draw nearer, MFS examines past midterm electoral cycles and the key issues and potential outcomes relevant to investors.
Costa Hit Hard as Big Wet Rolls On
Costa Group shares sold off on Monday after the company revealed it continues to feel the negative impact of the big wet across its East Coast operations.
Wednesday 19 October, 2022
RareX: Phosphate and Rare Earths – it’s Time to Duel!
Corporate Connect Research has initiated coverage on RareX (ASX: REE) with a report released today that places a price target of A$0.12 on the company – risked at 25%.
In all the hype the ongoing shift to renewable energy has created, potash has somewhat flown under the radar. What is it, and why is it important? Well, we’re glad you asked.
Cautious optimism was the name of the game on a somewhat brighter ASX session Tuesday for both industrial behemoth Brambles and the smaller Treasury Wine Estates.
Numerous Fronts Beset St. Barbara
Various unexpected problems have forced St. Barbara Mining to reduce production and new investment – and saw the shares plunge more than 20% on Tuesday.
Lithium Price Action Remains Strong for Pilbara Mines
Strong demand for lithium has seen Pilbara Minerals accept a bid for a spodumene concentrate cargo ahead of the next auction on its battery material exchange.
New Subscriber Binge Pushes Netflix Higher
Tuesday’s US trading session saw a major spike in the price of streaming giant Netflix after the company produced much better than expected figures.
Sluggish Ore Division a Drag for Rio Tinto
Another underwhelming quarterly performance from its iron ore division has led to the world’s biggest miner Rio Tinto winding back expectations for its 2022 financial year.
Thursday 20 October, 2022
In this article, Quay Global looks at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.
Domestic Gas Operations Delivering for Origin
It is Origin Energy’s domestic gas supplies, rather than exported LNG, that has of late been delivering higher profits and shareholders could reap the benefit sometime soon.
Pattern Emerging as BHP Numbers Underwhelm
BHP has followed Rio Tinto’s weak lead from Tuesday by leaving an underwhelmed market pondering the details of its 2023 first quarter report yesterday.
Why this Economic Cycle is Different
As Schroders’ Tina Fong explains, unique circumstances mean there are no clear cut lessons from history, making this economic cycle particularly hard to categorise.
Not-So-Vicious Cycle for Whitehaven
A flooding-related production shortfall for Whitehaven Coal has provided the unanticipated benefit of pushing the price for the company’s thermal coal to new record levels.
World Catching on to Chalice and Gonneville
Any doubt about the quality of Chalice Mining’s discovery at Julimar has just been blown away with news of a significant expansion to the original Gonneville discovery.
Friday 21 October, 2022
Uninspiring announcements from Northern Star Resources and Evolution Mining saw each company’s stock price lower at the end of Thursday’s ASX session than at the start.
Biden Renewables Grant a Handy Windfall for Locals
The stead of Australian companies in the global renewables business has been confirmed by the $US2.8 billion in grants from the Biden administration announced yesterday.
Queensland Royalty Regime Now Showing its Flaws
Coal companies operating in Queensland are starting to report the significant impact of the new royalty regime and its potential to deter future investment in the state.
The Long and Short of Investing in Volatile Markets
Sean Roger discusses Perpetual’s Pure Equity Alpha and SHARE-PLUS Long-Short Funds, a reassessment of the short book and his thoughts on the past reporting season.
Tesla, Musk Revved Up and Ready to Grow
Despite Tesla’s September quarterly report leaving some analysts nonplussed, CEO Elon Musk sees no limit to his company’s success and doesn’t seem to care who knows it.
Oz Energy Giants Cooking on All Burners
Strong quarterlies from the country’s two major oil and gas groups Woodside and Santos on Thursday – thanks in part to the big takeover each has made in the past year.
