Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
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Dr Jackie Fairley – CEO – Starpharma Holdings (ASX:SPL) is a world leader in the development of dendrimer products for pharmaceutical, life science and other applications.
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Grant Wilson – Executive Chair -Tivan (ASX:TVN) engages in the exploration, evaluation, and development of mineral resources. The Company’s current focus is on Vanadium & Titanium.
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Samuel Ekins – Managing Director – Wildcat Resources (ASX:WC8) is focussed on unlocking value by way of Discovery targeting world class provinces across Australia, with its recent focus on an exciting new Lithium discovery.
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Stocks fell Thursday as Treasury yields popped to multiyear highs and investors grew worried that lawmakers would be unable to prevent a shutdown.
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Phil McNamara – Director – Emperor Energy (ASX:EMP) is a diversified energy company with upstream and downstream assets in Australia. The company’s strategic asset Vic/P47 in the Gippsland Basin next to the BHP/ExxonMobil Kipper field.
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Thomas Nador – CEO – Buru Energy (ASX:BRU) is an oil and gas producer and explorer with its core area of activity in the in the northwest Western Australia in the onshore Canning Basin. The Company is also actively participating in the new energy economy with interests in natural hydrogen, CCS and battery minerals.
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Ken Aitken – Managing Director – Metgasco (ASX:MEL) is a petroleum (oil and gas) exploration and production company, listed on the Australian Securities Exchange.
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Brendan Stats – CEO – TMK Energy Limited (ASX:TMK) is a gas exploration company listed on the Australian Stock Exchange. TMK holds a 67% interest in the Gurvantes XXXV Project located in the South Gobi Basin of Mongolia and also holds a 20% interest in the Talisman Depp Project containing the Napoleon Structure located in the Barrow-Dampier Sub-basin.
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Tor McCaul – Managing Director – Comet Ridge Limited (ASX: COI) is a publicly listed Australian energy company focused on the development of natural gas resources for the strained east coast Australian market.
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Kris Martinick – CEO – Botala Energy’s (ASX:BTE) mission is to enable a successful, secure, and sustainable energy future for Botswana and unlock new economic opportunities.
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Alex Parks – CEO and Managing Director – Prominence Energy (ASX:PRM) is an ASX listed oil and gas exploration and development company.
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Tim Siegenbeek Van Heukelom – Chief Impact Officer – Socialsuite is a global Software-as-a-Service (SaaS) enterprise, leading the industry in offering solutions for Environmental, Social, and Governance reporting and outcomes measurement.
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Lauren Bennett – Executive Director – Omega Oil and Gas (ASX:OMA) – Omega Oil and Gas is an early mover in an emerging play within the junior oil and gas space in Australia. The company is focused on unlocking the immense value in Permian Deep Gas assets beneath historical CSG targets. This exploration and appraisal work will form the company’s core exploration activity and will be primarily funded initially by investor capital contributions.
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Neil Young – Managing Director and CEO – Elixir Energy Limited (ASX:EXR) is an ASX listed gas exploration and development company. It is currently primarily focused on an exploration and appraisal program targeting natural gas in the form of coal-bed methane (CBM – known as coal seam gas – CSG -in Australia) in the South Gobi, Mongolia and Queensland, Australia. Elixir Energy has been developing the Gobi H2 green hydrogen project and solar project in Mongolia.
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Tino Guglielmo – Managing Director – Bass Oil Limited (ASX:BAS) is an Australian-listed oil producer that holds a majority interest in eight permits in the Cooper Basin (Australia) including the 100% owned Worrior and Padulla oil fields and a 55% interest in a South Sumatra Basin (Indonesia) KSO.
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Nick de Blocq – CEO – Kinetiko Energy Limited (ASX:KKO) is an Australian company in the energy exploration business, solely focused on advanced sandstone gas and coal bed methane (CBM) discovery and commercialisation in an energy challenged Republic of South Africa.
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Alex Underwood – Managing Director – Empire Energy Group (ASX:EEG) is a Sydney based Australian oil & gas company holding 100%-owned and operated assets with unconventional targets in the Northern Territory Beetaloo Sub-basin and central trough of the McArthur Basin.
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Andrew Knox – Executive Director – Red Sky Energy Limited (ASX:ROG) is an Australian Listed Oil & Gas Exploration and Development Company that acquires, drills and develops Oil & Gas resources that can be produced conventionally using proven advanced technologies and developed best practice methods.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses Immigration and housing
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Fairmont Equities Managing Director Michael Gable shares his opinion on share markets, looks at what stocks he has been buying or selling and the outlook from here and opportunities.
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Fund Manager Chris Pedersen discusses US inflation stats, rising food prices & examines 3 companies worth keeping an eye on.
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Ausbil’s Global SmallCap Portfolio Managers, Tobias Bucks and Simon Wood, discuss how they identify opportunities and the outlook for small companies going forward.
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Labors anti nuclear stance has nothing to do with economics as they would like you to believe, its all about ideology. And that should worry you.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses US inflation, Australia's population increase & surging petrol prices
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Cristian Moreno – Managing Director – Torque Metals (ASX:TOR) is a smart exploration company with a proven discovery methodology combining drilling results with machine learning algorithms and geological interpretation. This compelling geological model has resulted in multiple discoveries to date and continues to offer significant opportunities for Torque Metals shareholders.
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Allan Kelly – Executive Chairman – Miramar Resources (ASX:M2R) is a Western Australian focused mineral exploration company with projects in the Eastern Goldfields, the Murchison and Gascoyne regions.
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Mike Arnold – Group Managing Director – Stealth Global Holdings (ASX:SGI) is one of Australia’s largest industrial distribution groups, combining company owned and independent retailer assets, providing more than 1 million products, supplies, parts, and accessories to business, trade, and retail customers.
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Tom Spurling – Executive Director – Nova Eye Medical (ASX:EYE) is a medical technology company that develops, manufactures and sells a portfolio of proprietary ophthalmic treatment technologies and devices.
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Dr. Shane Oliver looks at the future for interest rates in Australia; examining rate cuts, slower economic growth, and inflationary pressures easing.
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Fund Manager Chris Pedersen talks about where to look for growth, looks at ASX100 Aug winners and ASX100 Aug losers, and takes a look at AMP (ASX:AMP), Woodside (ASX:WDS) and GUD Holdings (ASX:GUD).
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With the US economy showing signs of accelerating growth despite rising interest rates, Chris Bedingfield discusses the impact of shelter costs in driving disinflation.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses Investment markets and key developments over the past week.
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The ASX/S&P 200 is 0.04 per cent, lower to 7153.6 at midday. Driving the weakness in the Australian market is Tech sector large-caps WiseTech and Xero, with both down more than 1 per cent in early trade.
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The US market closed slightly higher on Friday but overall finished the week lower as concerns resurfaced that the Federal Reserve may raise rates more than previously expected. Recent economic data, including lower-than-expected initial jobless claims, have reignited rate hike fears and concerns that the Federal Reserve may have more work ahead.
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Amos Simantov – Founder & CEO – Way2Vat (ASX:W2V) is a global fintech leader in automated VAT/GST claim and return solutions in over 40 countries and in over 20 languages, serving hundreds of enterprise businesses worldwide. Way2VAT owns and operates a patented artificial intelligence technology that powers the world’s first fully automated, end-to-end VAT reclaim platform.
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Jonathan Fisher – CEO – Cauldron Energy (ASX:CXU) is a mineral exploration and resource development company, focused on minerals supporting the clean energy transition.
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Dr James Garner – Managing Director – Antisense Therapeutics (ASX:ANP) is a biotechnology company, developing and commercialising Antisense pharmaceuticals for large unmet markets in rare diseases.
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Matthew Strotton – Executive Director, Head of Real Estate – RAM Essential Services Property Fund (ASX:REP) is an Australian Real Estate Investment Trust which invests in high quality Australian medical and essential retail real estate assets, leased to essential services tenants.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the cash rate.
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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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