Stocks climbed for a second consecutive session on Wednesday, with the S&P 500 and Dow Jones Industrial Average reaching record highs as technology shares surged and investors brushed aside geopolitical worries.
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Australian shares opened higher, driven by a strong rally in consumer and utilities stocks, despite ongoing disappointment with China's latest efforts to stimulate its economy.
Read MoreStocks rebounded on Tuesday after a losing session on Wall Street, as oil prices eased and investors assessed ongoing tensions in the Middle East.
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A surge in mining stocks has propelled the Australian sharemarket upward as investors anticipate a key announcement regarding additional stimulus from China.
Read MoreStocks faced challenges on Monday as rising oil prices and increased Treasury yields dampened market sentiment.
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Silviu Itescu – Managing Director & CEO – Mesoblast Limited (ASX:MSB) is developing innovative allogeneic cellular medicines to treat complex inflammatory diseases. The company’s portfolio of Phase 3 product candidates includes therapies for acute graft versus host disease, chronic heart failure and chronic low back pain.
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Oliver Davies – Managing Director – Sky Metals Limited (ASX:SKY) owns 100% of the Tallebung Project in New South Wales and is committed to adding value through the application of modern exploration techniques at this high-quality tin project.
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Tim Harrison – Managing Director – Ionic Rare Earths Limited (ASX:IXR) is harnessing technology to accelerate mining, refining and recycling of magnet and heavy rare earths critical for energy transition, advanced manufacturing and defence.
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Peter Christie – Chairman & CEO – ActivePort Group Limited (ASX:ATV) delivers software-defined networking solutions, tailored to the global telecommunications and IT sectors.
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Australian shares have opened lower, as losses across the index outweighed gains in oil majors amid rising concerns that Israel might retaliate against Iran by targeting the latter's oil assets.
Read MoreStocks declined on Thursday as rising tensions in the Middle East left investors uneasy ahead of September’s payrolls report.
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Australian shares are trading lower near noon as traders assess the risks of escalating tensions in the Middle East.
Read MoreThe major indexes wrapped up Wednesday just above the flatline, as rising tensions in the Middle East put pressure on the markets.
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Australian shares have dipped, reflecting a downturn on Wall Street, as investors sought safe-haven assets amid worries about a wider conflict in the Middle East.
Read MoreStocks fell on Tuesday as rising tensions in the Middle East overshadowed strong performance from the previous quarter.
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Altech Batteries (ASX:ATC) has unveiled a prototype of its CERENERGY 60 kWh battery, which operates efficiently without lithium or other rare materials. The prototype's performance in testing highlights its potential for large-scale production.
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Australia's miners have given up some of the significant gains they made in recent sessions, as the ASX pulls back from a record high in the first trading day of the December quarter.
Read MoreThe S&P 500 achieved a record closing high on Monday, capping off a successful month and quarter.
Read MoreOn Friday, the Dow Jones Industrial Average hit a new record high as traders processed fresh data indicating ongoing progress in curbing inflation.
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Martin Crabb, Chief Investment Officer at Shaw and Partners, speaks on the mixed market outlook. He discusses growth, financial conditions, central bank policies and valuations. He advocates for a cautious approach focused on stock picking in the current climate, favouring small caps over large caps.
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Matthew Pustahya – Managing Director – Litchfield Minerals Limited (ASX:LMS) is a pioneering copper exploration company using sustainable methods to unlock copper resources in the Northern Territory.
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Scott Brown – Managing Director – Pure Hydrogen Corporation Limited (ASX:PH2) is building a network of clean hydrogen production facilities across Australia while supplying the market with multiple fuel cell products such as trucks, buses and generators.
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Doug Grewar – CEO – Emu NL (ASX:EMU) is an emerging Australian copper exploration company. Its key project is located in the Georgetown Mining District in northern Queensland.
Read MoreUS stocks climbed overnight, with the S&P 500 reaching a new record following the release of encouraging U.S. economic data.
Read MoreThe Dow Jones Industrial Average and S&P 500 both slipped on Wednesday, retreating from their recent record highs.
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Fund Manager Chris Pedersen discusses GQG Partners, Magellan Financial Group and Coles Group.
Read MoreThe S&P 500 set a new record on Tuesday, overcoming a lacklustre consumer confidence report, buoyed by a significant rise in Nvidia shares.
Read MoreThe S&P 500 reached a new all-time closing high on Monday, extending last week’s momentum following the Federal Reserve’s recent interest rate cut.
Read MoreThe Dow Jones Industrial Average recorded a modest gain, closing at a record high on Friday, marking a significant rally for the week following the Federal Reserve’s first major easing of interest rate policy in four years.
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Each week The Last Word will offer a review of the week's events and their impact on the markets.
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Justin Virgin – Executive Director – Terrain Minerals Limited (ASX:TMX) is advancing nickkel, gold and gallium exploration in Western Australia.
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Alex Hanly – CEO – Lithium Universe Limited (ASX:LU7) is developing a vertically integrated mine-to-battery-grade lithium strategy in Canada to address the lithium conversion gap in North America.
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Dr Mark Cooksey – Managing Director & CEO – ABx Group Limited's (ASX:ABX) areas of focus are the creation of an ionic adsorption clay rare earth project in northern Tasmania and the establishment of a plant to produce hydrogen fluoride and aluminium fluoride from recycled industrial waste.
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Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.
Read MoreUS stocks jumped overnight, with the Dow Jones Industrial Average and the S&P 500 rising to new all-time highs, as traders cheered the Federal Reserve’s Wednesday decision to lower interest rates by half a percentage point.
Read MoreUS stocks experienced a volatile trading session overnight, ultimately closing lower despite an unexpected half-percentage-point interest rate cut by the Federal Reserve.
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Fund Manager Chris Pedersen discusses Aristocrat Leisure, Premier Investments and Newmont Corporation.
Read MoreThe S&P 500 narrowly edged higher overnight, reaching a new all-time high as investors eagerly awaited the Federal Reserve’s interest rate decision.
Read MoreThe S&P 500 inched higher overnight as investors awaited the Federal Reserve’s highly anticipated policy meeting, where central bankers are expected to lower interest rates for the first time since 2020. Meanwhile, the Dow Jones Industrial Average climbed to a new all-time high.
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DOWNLOAD RESEARCH REPORTSecures binding contract with Tier-1 OEMUS based anode active project gathers momentumMagnis Energy Technologies (MNS.ASX) – MNS is planning an anode active facility in the US and recently announced a binding, yet conditional, contract for the supply of anode active with Tesla. The contract is for a minimum 17.5kt/year with an option to purchase another 17.5t/year. Conditions precedent carry a tight development timeframe, with first production scheduled for February 2025. Site selection is underway and co-locating with an OEM on a brownfields site makes sense. Long lead items have been ordered and detailed engineering and design is expected to commence soon. |
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December Quarterly Report: Q2 FY2023Looking past the rain – there’s a rainbow.TerraCom released their operating results for the December quarter FY2023 with operating metrics being in line with our forecasts. Unseasonal rains in both Australia and South Africa contributed to operational and logistical issues across all mines, however guidance for annual production at Blair Athol is unaffected and highlights the quality of TerraCom’s skills in operational management. We continue to like the stable operating metrics around the company’s Australian operations and see potential for the South African operations to benefit from increased management focus given the rationalisation of operations following the closure of the Ubuntu mine. Corporate Connects overall financials remain unchanged as does our target price of $1.35 share. We maintain our forecast for a fully franked quarterly dividend of 7.5c/share to be paid in the March and June quarters of FY2023. |
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DOWNLOAD RESEARCH REPORTHigh performance synthetic anode & cathode materials Building a US based materials supply chainNOVONIX (ASX:NVX) – is scaling a synthetic anode materials plant in the US and piloting nickel rich cathode material in Canada. Why? China is dominant and growing – 100% of global natural anode and 68% of synthetic anode is refined in China. In short, China controls the global midstream battery chain by controlling 60% of chemical refining, 87% of anode manufacturing, 61% of cathode manufacturing and 73% of battery manufacturing. It is global battery supply and price domination at scale. |
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DOWNLOAD RESEARCH REPORTAntisense Therapeutics (ANP) Taking a Quick Approach to Long COVIDThis report looks at the results of a collaborative study Antisense undertook which looked at the largest protein expression database in Long COVID-19 patients who experienced neurologic symptoms well after the primary or acute SARS-CoV-2 infection was considered over (Groups 1 & 2, with 48 subjects Group 2 comprising a single patient from a different clinical site). The symptoms and others experienced by such patients result in a highly significant amount of illness, possibly more than all primary SARS-CoV-2 infections i.e COVID-19. |
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DOWNLOAD RESEARCH REPORT4Q reveals more focus on profit and cash flow• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.
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DOWNLOAD RESEARCH REPORTSigns MOU with Ford Company – Kachi is now sold out!Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded. |
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DOWNLOAD RESEARCH REPORTStrategic Vanadium-battery growth with Titanium & Iron earnings resiliencyTNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines. |
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Promising exploration and development update while SOP prices continue to riseTwo recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell. TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade. Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn. |
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DOWNLOAD RESEARCH REPORTIncreasing our TargetDespite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics. We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d. |
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DOWNLOAD RESEARCH REPORTEmerging Financial Wealth Advisory GroupWT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand. |
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DOWNLOAD RESEARCH REPORTImmutep Taking the Fight to CancerIn May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti). This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaPayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaOpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia. |
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