ABx Group Limited (ASX:ABX) and its 83%-owned subsidiary, ALCORE Limited, are making significant strides in advancing their innovative projects, with the Tasmanian Government extending robust support for their groundbreaking initiative.
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North American graphite producers have formally requested the U.S. government to impose a tariff as high as 920% on Chinese suppliers of the critical battery material, citing unfair trade practices by Beijing.
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The US government has approved a $755m loan for Novonix (ASX:NVX) to build a large-scale synthetic graphite facility in Chattanooga, Tennessee.
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China has announced an export ban to the United States on critical minerals gallium, germanium, and antimony, all of which hold significant military and technological applications.
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Dr Chris Burns, the CEO of NOVONIX Limited (ASX:NVX), shares details on a significant supply agreement with Stellantis for synthetic graphite, a milestone for the North American battery market.
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Paul Sanger interviewed Damian Spring, CEO of Santana Minerals Limited (ASX:SMI), to discuss the Bendigo gold project, which has recently been designated as a fast-track project.
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Paul Sanger interviews Anthony Noble, CEO of The Calmer Co (ASX:CCO), a leader in sustainable kava production. The Calmer Co aims to become the world's dominant kava company by promoting kava's calming and health benefits while improving the livelihoods of farmers in Fiji through fair pricing and a transparent supply chain.
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Australia's semiconductor industry will be showcased in a landmark event, the inaugural Semiconductor Australia 2024 conference. The event aims to boost investment and awareness, positioning Australia as a key player in the global tech landscape.
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Ken Morrison, CEO of the Bradfield Development Authority, discusses building Australia's first new city in a century, a high-tech urban project linked to the new Western Sydney International Airport.
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Shares of Nvidia reached a new all-time high on Monday, surpassing their previous peak from July.
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General Motors has significantly increased its investment in a key lithium project, raising its total commitment to nearly $1 billion as it aims to secure a long-term supply of the critical metal essential for electric vehicle battery production.
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Santana Minerals Ltd (ASX/NZX: SMI) has announced a significant milestone for its Bendigo-Ophir Gold Project (BOGP) in Central Otago, New Zealand. The project has been designated as a 'Fast-Track Project' under Schedule 2 of the coalition government’s Fast Track Approvals Bill. This designation aims to accelerate projects that contribute to regional and national economic growth.
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Investors are increasingly turning to complex derivatives trades to capitalize on the uncertainty surrounding the upcoming U.S. presidential election, speculating on stock market movements regardless of the outcome.
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Oil prices rose on Wednesday following Iran's missile attack on Israel but later pulled back as traders assessed the potential impact of the escalating conflict on global energy supplies.
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Oil prices surged on Tuesday following Iran's missile attack on Israel, raising concerns that the Middle East could be heading toward a full-scale regional conflict that might disrupt global energy supplies.
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CME Group has launched contracts tracking the price of spodumene, a key raw material for lithium batteries, heightening its competition with the London Metal Exchange (LME) in the global battery metals market.
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Mining executives have long anticipated an energy transition "supercycle" that would reshape the industry, moving away from China’s strong demand for raw materials to a more global and strategic approach. Yet, this transition has yet to occur, with the sector still heavily reliant on China, as recent developments have highlighted.
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At 11:45am, the S&P/ASX 200 is trading 0.81 per cent higher at 8,279., driven by strong gains in the mining and energy sectors.rb
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Chinese equities recorded their strongest week since 2008 after Beijing announced a $114 billion stimulus package aimed at boosting the stock market.
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Venkata Gutta, CEO and Founder of MILLIBEAM, discusses the company’s mission to make millimetre-wave technology cost-effective and scalable.
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Control Bionics Limited (ASX:CBL) CEO Jeremy Steele provides an overview of the company, discussing its suite of augmentative and alternative communication products.
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RocketDNA Limited (ASX:RKT) CEO Christopher Clark discusses how the company's AI-powered drones are revolutionising data services for sectors like mining and public safety.
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Nicholas Chaplin, Director & Portfolio Manager of Seed Funds Management, critiques APRA's proposal to phase out Additional Tier 1 (AT1) bonds, suggesting it could undermine the stability of Australian banks and leave retail investors exposed.
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Linius Technologies Limited (ASX:LNU) CEO James Brennan discusses the company's recent capital raise, partnerships with Prime Focus, Magnify and Avid, and the launch of Captivate, a platform that enables broadcasters to offer personalised video content and compete with social media giants like TikTok and YouTube.
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IVE Group Limited (ASX:IGL) Managing Director Matt Aitken discusses the company's activities over the past year, touching on key metrics and projects, costs, integration of Ovato, sustainability initiatives, acquisitions of JacPak and Elastic Group, and Lasoo's performance.
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BluGlass Limited (ASX:BLG) CEO Jim Haden discusses the company's record quarter, IP deals, customer engagement and the upcoming Semiconductor Australia conference.
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Santana Minerals Limited (ASX:SMI) Executive Director Sam Smith provides an update on the company, discussing the latest high-grade drill results from the Rise and Shine deposit and commenting on the company's recent listing on the New Zealand Stock Exchange.
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Amy Dickinson – Event Manager – Equity Events is a Brisbane based company which specialises in organising investment events for the mining, energy, exploration and industrial sectors.
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Jeffrey Schulze, Managing Director of ClearBridge Investments, shares insights on the US markets, discussing interest rates, catalysts for the rotation out of tech and the Magnificent Seven and the durability of the move into small caps.
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Roger Cressey – Executive Director, Commercial & Operations – Gold Hydrogen (ASX:GHY) specialises in natural power from hydrogen, a sustainable form of natural gas harvested in Australia.
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Andrew Penkethman – CEO & Managing Director – Ardea Resources (ASX:ARL) is an ASX-listed nickel resources company, with a large portfolio of 100%-controlled West Australian-based projects.
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Dr Mark Cooksey – CEO & Managing Director – ABx Group (ASX:ABX) is a uniquely positioned, Australian company delivering materials for a cleaner future. The two current 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, to replace imports (ALCORE).
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Brendan Bradley – Managing Director – DevEx Resources (ASX:DEV) is an exploration company with a diversified portfolio of high-quality projects spanning some of Australia’s best endowed mining regions.
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Dave O'Neill – Managing Director – American West Metals (ASX:AW1) ) is an Australian clean energy mining company focused on growth through the discovery and development of major base metal mineral deposits in Tier 1 jurisdictions of North America.
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Cristian Moreno – Managing Director – Torque Metals (ASX:TOR) is an exploration company with a proven discovery methodology, combining drilling results with machine learning algorithms and geological interpretation.
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Justin Virgin – Executive Director – Terrain Minerals (ASX:TMX) is a West Australian based minerals exploration company focused on the world class mineral provinces in Western Australia. Terrain is actively looking for opportunities within other states of Australia and internationally.
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Joe David – CEO – Elementos (ASX:ELT) is committed to the safe and environmentally conscious exploration, development, and production of its global tin projects. The company owns two world class tin projects with large resource bases and significant exploration potential in mining-friendly jurisdictions.
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Patrick Duffy – CEO & Managing Director – Sunstone Metals (ASX:STM) is an ASX-listed mineral exploration company with two world-class gold and copper assets in Ecuador. Sunstone’s two porphyry projects are the Bramaderos Gold-Copper Project and the El Palmar Gold-Copper Project.
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Neil McIntyre – CEO – Diatreme Resources (ASX:DRX) is an emerging Australian producer of mineral and silica sands based in Brisbane. Our key projects comprise the Northern Silica Project and Galalar Silica Sand Project in Far North Queensland, located next to the world's biggest silica sand mine at Cape Flattery.
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Bryan Quinn – CEO & Managing Director – Aurelia Metals (ASX:AMI) is an Australian mining and exploration company with a highly strategic landholding, and two operating mines in New South Wales (NSW). The Peak Mine is in the Cobar Basin in western NSW, and the Dargues Mine is in south-eastern NSW. The Hera mining operation, also located in the Cobar Basin, has ceased and the surface facilities have been placed into care and maintenance.
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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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