Albemarle, SQM Belted on Chile Lithium Move
Shares in the world’s top two lithium producers – Albemarle and SQM – tanked on Friday after Chile moved to take control of the country’s lithium industry.
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Batter Up! As ACCC Ready and Willing to Play Hardball
A tougher line on regulating competition, mergers and takeovers and markets is starting to emerge from the ACCC as M&A activity increases.
Read MoreSodium Set to Make Assault on Lithium’s Battery Stronghold
The renewables sector both locally and globally is watching moves by BYD and its bigger Chinese rival CATL to start mass production of sodium-ion batteries.
Read MoreSayona Mining – Canada’s Only Lithium Producer
Corporate Connect has initiated coverage on local lithium up-and-comer Sayona Mining (ASX: SYA), with Senior Analyst Di Brookman’s report now available for download.
Read MoreMagellan April 2023 Global Strategy Update
Magellan’s Global Portfolio Managers Nikki Thomas and Arvid Streimann discuss the unfolding interest rate cycle and the effect it’s having on market sentiment and company valuations.
Read MoreThe Week that Was: April 17-21, 2023
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 is in one handy location. You’re welcome.
Read MoreHorror Week for Tesla on P&L, Pricing, Competition Concerns
Tesla investors are paying a heavy price for CEO Elon Musk’s attempts to defend the EV maker’s market position, with the shares falling sharply this week on earnings and sticker weakness.
Read MoreRio Consolidates Spot Atop the Iron Ore Heap
The March quarter saw Rio Tinto retain its position as the world’s biggest iron ore company, while major rivals BHP and Brazil’s Vale marked time or lost ground.
Read MoreASX falls 0.26% to close out first weekly loss in three weeks
Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
Read MoreMaterials weigh on ASX: Aus shares down 0.26% at noon
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreStocks of the Hour: EQX, RBR, BAS
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
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Trading Tidbits: STO, BOQ
Updates Thursday from energy major Santos, whose revenue is headed in the wrong direction, and Bank of Queensland, who confirmed they are in the regulator’s sights.
Read MoreCommercial Real Estate Concerns – Are they Justified?
Pengana Capital explains how the recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real estate in Australia.
Read MoreBrambles Serves Up a Tasty Pallet-Cleanser
Brambles has issued another upgrade to its 2022-23 guidance, despite weak economic data from a number of major economies and a downgrade in global growth forecasts.
Read MorePrice Cuts Put the Brakes on Tesla Earnings
Tesla price cut itself into a slide in earnings in the first three months of 2023 as it tried to fight off rising challenges from Chinese, European and fellow American EV makers.
Read MoreAirlie Puts QBE under the Microscope
With quality management and a strong cycle leading a business turnaround, Joe Wright from Airlie FM explains why he believes insurance major QBE still looks attractive.
Read MoreRio Tinto Off and Running for FY23
Rio Tinto has made a very strong start to its 2023 financial year with a stellar performance in its WA iron ore operations, where it reported a 16% lift in exports in the three months to March.
Read MoreDefensive Strategies for the Downturn
Paul O’Connor, Head of JH’s Multi-Asset Team, considers the arguments for defensive asset allocation as interest rate hikes work through the financial system.
Read MoreIs Now the Moment to Get Back into Emerging Markets?
Six months ago, one might have laughed at the suggestion of investing in Emerging Markets. Fidelity’s Tom Stevenson explains why this is no longer the case.
Read MoreEight of eleven sectors trading higher: ASX up 0.02% at noon
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreStocks of the Hour: BLG, AMI, MOH
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
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Good News Not Finnissed Yet for Core Lithium
The numbers for Core Lithium’s Finniss project in the NT keep getting better – so much so that it has doubled the drilling budget this year from 2022’s spend as it looks to expand the site.
Read MoreThe Game is On
Video games can be lucrative – as Alice Shen reports, so far in 2023 the companies that make up VanEck Video Gaming and Esports ETF (ESPO) have had a winning start.
Read MoreNetflix Fails to Produce Heroic Sequel
Investors hoping for a repeat of the boost Netflix gave the market in February’s sell down with its December 2022 report will be disappointed by the numbers for the March quarter.
Read MoreIs there Upside in Downer?
Simon Mawhinney from Allan Gray looks at Downer EDI and why being out-of-favour is often an important prerequisite for AG to buy companies at prices lower than their intrinsic value.
Read MoreStar’s Twinkle Continues to Dim
Shares in casino operator Star slid nearly 12% at one stage yesterday after revealing a sharp worsening in its business, a review of the Sydney operation and 500 full time positions being cut.
Read MorePerseus Still on Track to Slay Full Year Earnings
While it was a mostly flat performance from Perseus Mining in the three months to March, the African-focused gold miner is still on track to finish the year comfortably ahead of 2021-22.
Read MoreGains from Materials helps boost ASX 0.07%
Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
Read MoreStrong Chinese GDP figure lifts Materials: ASX up 0.04% at noon
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreStocks of the Hour: BUX, RTR, BNL
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
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Carbon Down, Harden Up
Andrew Greenup and Sophie Smith from First Sentier report on their recent US trip where they met with over 70 infrastructure management teams as well as attending three conferences.
Read MoreStock Snippets: JRV, EVN
Updates in Tuesday’s ASX session from up-and-coming cobalt miner Jervois Global, which has had a change of tack, and Evolution Mining, which has got things back on track.
Read MoreChinese GDP Gets an Unexpected Boost
Thanks to a surge in household spending and exports, China’s GDP grew at an annual rate of 4.5% in the March quarter – much faster than most had forecast and well up on a year prior.
Read MoreRBA Rate Chatter Leaving Markets Perplexed
The RBA certainly seems to feel no compulsion to put the market’s mind at ease about interest rates, choosing instead to send conflicting messages that only add to the confusion.
Read MoreGold Responds in March
The performance of gold and gold stocks in the current chaotic environment reaffirmed VanEck’s belief in its role as a safe haven investment and legitimate form of portfolio insurance.
Read MoreSayona Discusses DFS Upgrade and NAL Expansion
Sayona Mining Finance Manager Dougal Elder discusses the release of the DFS for the North American Lithium Project, the increase in the Moblan resources, funding and timeline.
Read MoreASX recoups some earlier losses to close 0.29% lower
Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
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