Keith Coughlan – Executive Chairman – European Metals is an Australian and UK listed mineral exploration and development company with a clear aim to create a sustainable European lithium supply chain with a low carbon footprint.
Read MoreAs Elon Musk struggles to contain his growing losses at Twitter, Tesla’s struggles in China are raising questions about the earnings stability of the EV making giant.
Read MoreThe big question seeking an answer is whether markets can ‘go on with it’ this week after Thursday’s mega bounce and Friday’s more restrained follow-up.
Read MoreInvestors of all persuasions should watch commodity prices in coming weeks for a good understanding of the chances of the re-emerging bear market rally continuing.
Read MoreAfter the past two BIG weeks for markets, can the next five days be any busier or louder? More importantly, can the recent upswing continue into the year-end?
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 MoreThe boom is back with Wall Street and global markets ‘rescued’ this week by the most unlikely of saviours: US CPI running at a near 40-year high of 7.7%.
Read MoreIn his weekly Insights column, AMP Chief Economist Dr Shane Oliver provides seven reasons why he believes Australia should be able to avoid a recession.
Read MoreAs we approach the end of 2022, it is clear that – contrary to all the stories in recent months – the Chinese appetite for iron ore remains as robust as ever.
Read MoreNewcrest Mining took two big decisions this week to assure its future and keep gold production above its 2-million-ounce annual production target.
Read MoreSPACs – or Special Purpose Acquisition Companies – have become a popular alternative to raising money via a traditional IPO, despite serious flaws with the way they are conducted.
Read More
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read More
Abbey Phillips from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read More
K2fly Limited (ASX:K2F) CEO Nic Pollock discusses K2F’s progress and milestones over the past year with FNN’s Lauren Hayes.
Read MoreThere is a large number of ‘living dead’ companies struggling to generate the operating profits required to meet debt interest payments – all of which should be given a wide berth.
Read MoreFrom a mixed Thursday ASX trading session, insurance major Suncorp and shopping centre manager Scentre Group each brought an update to the market.
Read MoreInvestors punished accounting software multinational Xero yesterday after it released mixed interim results which were topped by the surprise exit of CEO Steve Vamos.
Read MoreRio Tinto’s plan to excise dissenting votes from the signoff for the minorities in Turquoise Hill has now run aground after a Canadian regulator raised questions about it.
Read MoreGAM Investments’ Adrian Owens considers whether the UK and US economies are really moving in such different directions and if the inflation outlook is markedly better in the UK.
Read MoreShares in Origin Energy jumped 40% at one stage yesterday after directors supported a buyout offer from a consortium led by Canada’s Brookfield Asset Management.
Read MoreAfter many years of near zero interest rates, 2022 has been characterised by a reversal of this with Central Banks around the world raising interest rates to combat inflation.
Read MoreMagellan’s Adrian Lu discusses the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition to the Global Fund, ASML.
Read More
Lauren Hayes from Finance News Network with all the news from today’s morning trading session on the ASX.
Read More
Abbey Phillips from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreThe second smashing in as many days for the crypto world today, with another major collapse on the cards after Binance backed out of its planned bailout of struggling FTX.
Read MoreOrica is confident that the 2022-23 year will be better than the one just ended on September 30, despite worries about higher energy costs, inflation and slowing global activity.
Read MoreAs COP27 begins, Stephanie Maier, GAM’s Global Head of Sustainable and Impact Investment, shares her thoughts on what to expect from the crucial climate talks.
Read MorePlatinum’s Dr Bianca Ogden explains why, contrary to popular perception at the moment, she believes the biotech sector is actually in pretty good shape.
Read MoreThe big four banks have all now reported, with the group lifting its combined earnings 7% to a total of $28.5 billion for 2021-22 – with the rising rate environment helping.
Read MoreDo investors sense a South African predator in the Australian gold jungle, stalking some underperforming local operators after losing out on a major deal this week?
Read MoreThe La Niña-linked heavy rain and flooding around Gunnedah in NSW has seen Whitehaven Coal forced to cut production and sales guidance for a second year in a row.
Read MorePeter 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 Phillips from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreGlobal crypto markets are reeling at massive price slumps after a shock bailout of the dominant FTX exchange.
Read MoreThere are still good reasons to stay invested in stocks as an integral part of a long-term investment plan—and good ways to reduce the risks that come with doing so.
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. |
|
