Some comments from ShareCafe MD Tim McGowen in light of an imminent article bringing into question the relationship between our research arm Corporate Connect and Magnis Energy Technologies.
Read MoreOpenLearning CEO Adam Brimo discusses the structural shift for educations providers post COVID.
Read MoreIn this video, Calima Energy (ASX: CE1) President Michael Dobovitch provides an update on what’s been happening with the company and its operations.
Read MoreMark Diamond, CEO and Managing Director of Australian biotech company Antisense Therapeutics (ASX: ANP), discusses the firm’s latest goings-on with Share Cafe’s Tim McGowen.
Read MoreTim McGowen from Share Cafe speaks with Fabian Siegel, CEO, and Co-Founder of meal-kit delivery business Marley Spoon.
Read MoreEclipx Group is an established leader in vehicle fleet leasing, fleet management, and diversified financial services in Australia and New Zealand. Share Cafe Managing Director Tim McGowen recently spoke with the company’s CEO Julian Russell.
Read MoreCorporate Connect Research analyst Marc Sinatra recently published a research report on Antisense Therapeutics (ASX:ANP) with a 30.5 cent valuation. The report is available for free download.
Read MoreNew CEO of Novonix Dr. Chris Burns discusses Battery Day and the recent volatility in the company’s share price with ShareCafe Managing Director Tim McGowen.
Read MoreScott Kelly, Manager of DNR Capital’s Australian Equities Income Portfolio, gives us an update on the fund and his outlook for the oncoming months.
Read MoreCEO of Australian oncology company Kazia Therapeutics Dr James Garner discusses the latest news from the company with Share Café Managing Director Tim McGowen.
Read MoreSam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund looks at the long term opportunities in Australian small caps.
Read MoreFirst Sentier Investors Senior Portfolio Manager Tim Canham discuss their substantial shareholding in renewable energy company Genex Power.
Read MoreMarley Spoon has been operating for 6 years and currently generates half a billion in AUD$ in runway revenue, it achieved positive operating cash flow in H1 2020 and became profitable in Q2 this year. ShareCafe spoke with CEO Fabien Siegel.
Read MoreThe Agency Group (ASX:AU1) is one of Australia’s fastest-growing integrated real estate service companies, with approximately 280 real estate agents. The company recently released their Preliminary Final Report for the full year ended 30 June 2020.
Read MoreWhat’s former Leighton chief Wal King up to these days? He’s putting the finishing touches on an astute acquisition by bringing together Terracom Limited (ASX:TER) with Universal Coal.
Read MoreWith a number of positive macro factors driving the outlook, T. Rowe Price believes the US housing market offers a happy hunting ground for high-quality companies. Ryan Martin, Head of Research, Australian Equities, explains how James Hardie is leveraged to this theme.
Read MoreMicheal Dobovich – President – Calima Energy provides an update on activity and the continuing interest by large oil & gas companies in the Montney Formation in northeast British Columbia, Canada, in which it holds a highly prospective position.
Read MoreMagellan’s CEO, Dr Brett Cairns, and Chairman and CIO, Hamish Douglass, provide further clarity on the recently announced proposal to restructure Magellan’s Global Equities Funds, as released to the ASX on Monday, 3rd August 2020.
Read MoreKrakatoa Executive Chairman Colin Locke provides an update on the company’s Belgravia Porphyry Project and the Turon Gold Project.
Read MoreWhile all the recent marketing hype has been around HotCopper’s change in name to The Market Herald and its Canadian acquisition, Tim McGowen points out that it’s the size of the company’s share portfolio that has actually changed the nature of its business model.
Read MoreMark Freeman Chief Executive Officer & Managing Director at Australian Foundation Investment Co (ASX: AFI) provides an update on the LIC’s investment process and investing philosophy.
Read MoreAn update from Airlie Funds Management’s Matt Williams about his firm’s Australian Share Fund, which is available to investors in both listed (ASX: AASF) and unlisted form.
Read MoreRyan Sohn, Deputy Portfolio Manager at Perennial Value, discusses subscription-based weekly meal kit services provider Marley Spoon (ASX:MMM).
Read MoreLa Trobe Financial’s Senior Vice President and Chief Investment Officer, Chris Andrews, provides some insights into the way the company conducts its business, the products it offers, and what it stands for.
Read MoreIn this short video, Grant Patterson, CIO and Managing Director of Providence Independent Investment Advisory discusses the current outlook with Michael Ogg, Director of Providence.
Read MoreScott Kelly, Manager of the DNR Capital Australian Equities Income Portfolio, provides an update on his firm’s outlook for dividends in the Australian equity market.
Read MoreSam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund, explains why he believes recent volatility in equity markets has provided some excellent opportunities in the smaller cap sector.
Read MoreIn this video, L1 Capital’s Joint MD and Co-CIO Mark Landau provides an update of the Fund’s positioning and progress.
Read MoreI have ‘banged the drum’ before in regards to my opinion on IPO Wealth but in this current climate there are real risks to the value of their unlisted portfolio of assets.
Read MoreGerald Stack, Portfolio Manager of the Magellan Infrastructure Fund, Currency Hedged (ASX code: MICH), discusses the yield opportunities presently on offer in the Infrastructure sector.
Read MoreAustralian Foundation Investment Company (ASX: AFI) CEO and Chief Investment Officer Mark Freeman discusses the recent changes made to their investment portfolio.
Read MoreThe Schroder Absolute Return Income (Managed Fund) (Chi-X code: PAYS), available on Chi-X, is an actively managed fixed income exchange traded fund (ETF) that aims to help investors strengthen the defensive allocation within their portfolios by boosting income, while seeking to protect capital
Read MoreGerald Stack, Magellan’s Head of Infrastructure explains how infrastructure stocks can maintain their defensive qualities by managing the impact of natural disasters.
Read MoreAirlie Portfolio Manager, Emma Fisher, discusses where the team sees value in 2020 and puts a spotlight on stocks including Mineral Resources, Suncorp and CSL. Emma also outlines where the fund is positioned in relation to the retail sector and in particular their holdings in Premier Investments and Nick Scali. With Westpac under pressure following the Austrac scandal, Emma discusses their view on Westpac and the bank industry as a whole.
Read MoreThe rationale for investing globally is irrefutable, however, navigating and investing in an unpredictable world is easier said than done. In this video short video Scott Berg, portfolio manager for the T. Rowe Price Global Growth Equity Strategy looks at the industries that excite him over the next 10 years and explains why you should not apply a singular label to all emerging markets.
Read MoreThe Schroder Absolute Return Income (Managed Fund) Chi-X code: PAYS is an active ETF designed to boost income while preserving capital. In this video, Mihkel Kase Portfolio Manager for PAYS details how the fund can help to strengthen the defensive allocation of portfolios and generate reliable monthly income.
Read MoreWith a backdrop of low interest rates where should investors seek yield? Informed Investor sat down with Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income SMA to find out.
Read MoreJamie Nicol, Portfolio Manager for DNR Capital’s Australian Equities High Conviction Fund and SMA, spoke with Informed Investor about the rotation from growth to value.
Read MoreHamish Douglass, CIO and Lead Portfolio Manager, discusses China’s Alibaba and why it’s a top holding in Magellan’s Global Strategies.
Read MoreClay Smonlinski, Co-Portfolio Manager of the Platinum International Fund discusses the divergence of equity market valuations across global markets at present.
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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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