We 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. So here it all is in one handy location. You’re welcome.
Read MoreWhile the pandemic has afflicted untold damage on the higher education sector, online providers that enable remote learning are very much part of the ongoing solution.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreImmutep’s (IMM.ASX) lead product candidate LAG-3Ig is currently being investigated in clinical trials as a treatment (in combination with chemotherapy or immune therapy) for various cancer indications.
Read MoreCalima Energy (ASX: CE1) has re-listed this week post the transformational acquisition of Canadian producer Blackspur Oil and a $37.9m capital raising from institutional and retail investors.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreWage inflation, de-carbonisation and localisation are driving structural inflation, argues Chester Asset Management – and investors need to reposition their portfolios accordingly.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreKazia Therapeutics has announced that it has entered into a worldwide exclusive licensing agreement and a master services agreement with Evotec SE, a leading European drug discovery and development company.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreShareCafe’s Tim McGowen speaks with Craig Ransley Chairman of ASX-listed Terracom (ASX: TER) about their recent earnings miss, South African operations and debt refinancing.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreEuro Manganese (ASX: EMN) has announced a private placement to accelerate its high-purity manganese development program.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreShareCafe’s Tim McGowen spoke with Steve Promnitz, CEO of Lake Resources (ASX: LKE) about what VW’s announcement that it would build six new battery factories in Europe means for the lithium space.
Read MoreAustralian biotechnology company Antisense Therapeutics Limited recently appointed Gil Price M.D. as a Consultant Medical Director. He spoke with with ShareCafe’s Tim McGowen about his new role.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreWe 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. So here it all is in one handy location. You’re welcome.
Read MoreEuro Manganese (ASX:EMN) CEO Marco Romero speaks with ShareCafe’s Tim McGowen about how their Czech based manganese project will supply the rapidly developing European electric car battery industry.
Read MoreNoxopharm (ASX:NOX) announced this week independent drug trial results that significantly extended the life of men with prostrate cancer. The company’s CEO Dr Graham Kelly tells us more.
Read MoreShareCafe’s Tim McGowen discusses the electric battery chain with Novonix (ASX:NVX / OTC:NVNXF) CEO Dr.Chris Burns.
Read MoreCorporate Connect analyst Marc Sinatra has raised his target price on Antisense Therapeutics (ASX: ANP) to $0.43 after a phase II trial involving potential competitor Sarepta Therapeutics’ SRP-9001 gene therapy failed to demonstrate an improvement in clinical function.
Read MoreIn this video, immunotherapy pioneer Immutep’s (ASX: IMM) CEO Marc Voigt speaks with Share Cafe’s Tim McGowen about the company’s operations, clinical trials and future developments.
Read MoreAt its national investment forum webinar, Allan Gray chief investment officer, Simon Mawhinney said there had never been a bigger gap between defensive and secular growth shares and the more traditional cyclical shares.
Read MoreJamie Nicol, Manager of the DNR Capital Australian Equities High Conviction Fund / Portfolio, runs us through his thoughts on the reporting season just past.
Read MoreMike Murray is an Equities Analyst at Australian Ethical, in this video, he discusses Immutep (ASX:IMM) a company at the forefront of the emerging field of cancer immunotherapy.
Read MoreGRAM subsidiary seeks spill of Highlands’ Board. Highlands urges shareholders to take no action.
Read MoreWe are at the start of the Trump era and history is now in the making. There are uncertain times ahead, everyone is trying to crystal ball what will happen. The majority of the experts got it wrong yesterday, so I think a wait and see position on what direction the Trump presidency will take is a reasonable immediate term approach with so many of the unknowns.
Read MoreThe tide has turned in Trump’s favour. New York public have come out in droves to witness history in the making.
Read MoreThursday, last week, we saw a new ETF inclusion onto the ASX. This was the 141st ETF listed on the exchange and the first this new financial year. Though you might think that it is not that exciting, it comes as an important inclusion for Australian investors. This ETF gives access to an index and a market that has been previously difficult to tap into: The Eurozone.
Read MoreWhile it is common lip-service to describe small-to-medium-sized enterprises – SMEs – as the nation’s economic and employment engine, the SME sector can be forgiven for being a touch cynical about being “recognised.”
Read MoreIt doesn’t take much to send stock markets spiralling, but volatility isn’t just influenced by economic data.
Read MoreNew Zealand based Martin Aircraft Company Limited (MJP) manufacturer of the Martin Jetpack, the world’s first practical jetpack able to be flown by a pilot or via remote control began trading today on the Australian Securities Exchange (ASX) under the ticker symbol MJP.
Read MoreSeven in a row on Friday with the S&P/ASX200 gaining 18.8 points or +0.34% on volume of $8.01 billion to end the week at 5588.3.
Read MoreThe ASX200 added 16.7 points or +0.30% on volume of $4.54 billion, closing at 5569.5 on Thursday.
Read MoreThe benchmark ASX200 added 5.6 points or +0.10% on volume of $4.20 billion to close at 5552.8 on Wednesday.
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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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