Despite a wild ride, gold ended August almost unchanged from the end of July. Once this consolidation has run its course, Joe Foster from VanEck believes tail-risk drivers may drive gold through US$2,000 per ounce.
Read MoreSemiconductors, or microchips, are like the brains that enable electronic devices – from televisions to phones and computers – to function. They are so ubiquitous that we can just forget they are there.
Read MoreWith almost 60% of Australia currently in lockdown, and working and learning remotely, companies providing cloud computing software have been critical in allowing us some level of normality.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreSemiconductors are like the brains of the computer world, allowing all our modern devices to function. But semiconductor companies can be a bit obscure, highly specialised and unknown to the general public.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreThe strong relative performance of growth stocks in recent years has given rise to concerns about overvaluation and a potential re-run of the dotcom bubble twenty years ago.
Read MoreWith sustainability becoming ever more crucial, Alex Cook from BetaShares explores the development and use of EVs, the outlook for the industry and its importance to the global ESG effort.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreThe actions of authorities in China dominate headlines. However, Arian Neiron from VanEck writes, if the name of the country is not mentioned then many of the moves seem sensible.
Read MoreLooking at headline returns is a great way to quickly ascertain how much your portfolio has increased or decreased in a certain timeframe, but there are certain caveats to keep in mind.
Read MoreThe first six months of 2021 has seen a maturing of the equity market recovery. This note considers some potentially interesting investment themes for the remainder of the year.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreSince the U.S. presidential election on 3 November 2020, the S&P 500 has staged the best performance for a new president since Franklin D. Roosevelt. BetaShares’ Jeremy Benson has a look why.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreThe popularity of ETFs with investors continues to grow. Of late, this has especially been the case for Australian Fixed Income ETFs, as investors look to position portfolios more defensively.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreWith it getting ever harder to generate income from your portfolio, investors may need to look to other asset classes to increase yields. Tony Pattison from BetaShares has some suggestions.
Read MoreWhile aiming straight down the middle has its advantages, investors sometimes need to be more nimble. Brad Livingstone-Foggo from VanEck Investments explains why.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreAlex Holmes from BetaShares reflects on how the growth / value rotation has played out and in particular how U.S. growth stocks have performed so far during 2020.
Read MoreWith inflation a credible risk for the first time in three decades, VanEck’s Joe Foster has a look into what this might mean for the yellow metal over the rest of 2021 and beyond.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreEvery 15 to 20 years, a new generation is defined. Generations are identifiable by their music, fashion, and events that happened during the generation’s formative years.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreMichael Brown from BetaShares revisits his article from last year that looked at some interesting data for total ASX ETF net flows across asset classes and updates it for 2021.
Read MoreThe current recovery in markets highlights the need for investors to have the necessary tools to manoeuvre portfolios to meet the challenges and idiosyncrasies of these markets.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreJoe Foster from VanEck Investments digs deep into the current elements at play in the gold space and how they have spilled over into other mining and resource sectors.
Read MoreAs we kick off 2021, there are six emerging technology trends that are set to define the next decade. ETF Securities has kindly identified them and the roles they will play.
Read MoreWe can all think of examples of confirmation bias in everyday life. It occurs in politics, business and sports. It is also rife in funds management.
Read More|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Error: Contact form not found. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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. |
|
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. |
|
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. |
|
|
|
|
|
|
|
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. |
|
|
|
|
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.
|
|
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. |
|
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. |
|
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. |
DOWNLOAD RESEARCH REPORT
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
