Commodity prices continued to drift last week as hope faded of a benign US Federal Reserve and a re-opening Chinese economy shepherding the global economy towards a soft landing.
Read MoreAustralian economic growth data and the end of the December reporting period will dominate local markets this week, as they in turn battle the latest mood swing on Wall Street.
Read MoreGeorge Maris, JH’s Co-Head of Equities – Americas, and Portfolio Manager Julian McManus explain the risk of anchoring investment decisions to the low rates of the past decade.
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 is in one handy location. You’re welcome.
Read MoreUS lithium giant Albemarle looks to have again successfully deflected the lithium processing ambitions of Mineral Resources, although MinRes CEO Chris Ellison doesn’t seem to realise it yet.
Read MoreAMP’s Shane Oliver looks at charts on global business PMIs; US inflation; jobs; inflation expectations; earnings revisions; earnings yields versus bond yields; and the US dollar.
Read MoreBerkshire Hathaway’s December quarter Fund Manager’s report is perhaps most important for all the things Warren Buffett didn’t do in the final three months of 2022.
Read MoreLooking at the 2022 annual report and accounts from Newmont it is not hard to work out why it wants Newcrest, but only under the terms of its $A24.4 billion all-share bid.
Read MoreThe importance of staying in the lithium game was underlined convincingly by the interim result from Pilbara Minerals which has now finally matured into a dividend paying stock.
Read MorePlatinum PMs Kirit Hira and Cameron Robertson discuss two exciting companies they visited during recent research trips to Vietnam and South Korea – Mobile World Investment and Coway.
Read MoreClearBridge has found that integrating ESG analysis into their fundamental research process has allowed them to develop a more holistic view and improved stock selection over the long term.
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Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
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Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MorePolar opposite prognoses from a couple of our healthcare stocks on Thursday, with private hospital operator Ramsay looking rosy but nutritional supplement retailer Blackmores decidedly less so.
Read MoreOn Thursday, the sector’s major player Eagers Automotive confirmed the continuing longevity of the car industry boom, saying there’s more to come as the transition to EVs takes over.
Read MoreQantas enjoyed a surge in revenue and profit for the December half as the re-opening of our borders and the easing of Covid restrictions allowed it to make a lot of money very quickly.
Read MoreCasino operator Star Entertainment Group is looking to raise $800m in new equity in what is effectively a bailout after revealing a massive $1.3b loss for the six months to December.
Read MoreAB explain why they believe that, in a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations.
Read MoreThe case for investing in China’s reopening is compelling, but it may be volatile. VanEck’s Alice Shen suggests some ways investors can access the current opportunity.
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Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
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Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read More
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MorePengana’s Tim Richardson believes Australian investors could enhance their long-term risk-adjusted returns by properly diversifying their portfolios into global smaller companies.
Read MoreRio Tinto has fallen into line with rivals BHP and Fortescue by revealing a sharp fall in revenues, earnings and dividends for 2022 as iron ore prices sank and stayed sunk.
Read MoreAustralian logistics software group WiseTech Global has boosted dividend for the six months to December by 39% after revealing a 40% surge in earnings for the period.
Read MoreMining services provider Babylon Pump & Power has had a few setbacks over the last couple of years, but it is beginning to bear the fruits of management’s recapitalisation and refocusing effort.
Read MoreWoolworths, the country’s biggest retailer, has joined rival Coles in reporting a double-digit boost to profits amid the most inflationary period the sector has seen for four decades.
Read MoreShares in Santos jumped sharply Wednesday as its annual profit more than tripled because of the surge in oil and LNG prices over 2022 that is fading as we head deeper into 2023.
Read MoreThe income desert is behind us – nevertheless, as Dorian Carrell and Joven Lee from Schroders explain, investors still need to navigate new income opportunities with care.
Read MoreRBA Governor Philip Lowe’s disbelief of a wage price spiral was yesterday borne out in the December quarter and 2022 Wage Price Index data from the Australian Bureau of Statistics.
Read More
Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
Read More
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read More
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: PM Capital Share Purchase Plan
Read MoreDespite the strong monthly gains, gold equities continue to be undervalued relative to the metal and VanEck expects this to result in their continued outperformance this year.
Read MoreGlobal X expects the growth of battery technologies, particularly those in the mobility space, to continue to create compelling opportunities for lithium and the battery tech industry.
Read MoreDespite sharp falls in revenue, earnings and dividends for the December half year, BHP Group CEO Mike Henry remains pretty upbeat about the rest of the financial year and into 2024.
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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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