A big holiday weekend ahead for US markets which, if the debt ceiling impasse is not broken, will lead to a crisis-like situation next week that will test the sangfroid of anyone with a pulse.
Read MoreFitch placed its AAA credit rating for America on a negative outlook, meaning a downgrade is imminent if there’s no timely debt ceiling resolution.
Read MoreAll eyes are on Washington after Republicans twice halted the debt ceiling negotiations, stoking doubt about a deal being reached before the June 1 deadline.
Read MoreAs the US debt ceiling talks drag on towards the June 1 deadline set by the American Treasury, big global investors are cashing up, according to the latest BofA survey.
Read MoreAnother Federal Budget is upon us and we have all the salient points across two in-depth articles by head writer Glenn Dyer. This is Part One.
Read MoreAnother Federal Budget is upon us and we have all the salient points across two in-depth articles by head writer Glenn Dyer. This is Part Two.
Read MoreThe news has slipped past most investors, but the copper mining interests of BHP, Rio Tinto and South 32 look likely to escape any punitive new taxes from the leftist government of Chile.
Read MoreChinese President Xi broke with convention over the weekend, reappointing Yi Gang as the head of the People’s Bank of China despite him recently having attained retirement age.
Read MoreRatings group Moody’s was pretty sanguine about the US government hitting its $US31.4 billion debt limit last Thursday and the likely lengthy political brawl to follow.
Read MoreLibby Cantrill from PIMCO’s US Portfolio Management team explains why a split U.S. Congress in 2023 will likely limit fiscal policy, but could be positive for equity markets.
Read MoreIncreasing tensions between the BRICS bloc and those aligned with the US means investors should prepare for heightened volatility in asset prices, particularly equity markets.
Read MoreAustralia’s AAA stable credit rating will survive the first budget statement from the Albanese government if the immediate reaction from ratings group S&P Global is any indication.
Read MoreCoal companies operating in Queensland are starting to report the significant impact of the new royalty regime and its potential to deter future investment in the state.
Read MoreAs the US congressional elections in November draw nearer, MFS examines past midterm electoral cycles and the key issues and potential outcomes relevant to investors.
Read MoreThe Biden administration has accused OPEC of siding with Russia after the group revealed a 2 million barrel a day cut to production.
Read MorePresident Xi Jinping is set to continue as the ruler of China for a third five-year period and it is unlikely to do the economy he has shaped over the past 10 years one bit of good.
Read MoreAs Magellan Investment Specialist Michael Collins writes, an overreliance on vanishing Russian fossil fuels will continue to torment Europe for the foreseeable future.
Read MorePolitical events, COVID-19, and a quest for primacy in advanced technologies have seen the United States making recent moves to shift away from China’s supply chain.
Read MoreJapan’s Ambassador to Australia Shingo Yamagami has criticised the new Queensland coal royalty rises and the way the government went about changing the tax regime.
Read MoreShell has provided an early test for the new ALP federal government, along with the expanded greens and independents who want faster climate change policy decisions.
Read MoreThe change of government went off without the horses stampeding the ASX yesterday, helped by ratings group S&P Global reaffirming its AAA stable rating for the local economy.
Read MoreIn a special Insights column, AMP’s Dr Shane Oliver takes a look at the outcome of the Australian Federal election and how it might affect the various markets.
Read MoreThe local share market will likely assume a wait-and-see mindset this week as the ALP takes power and all the talk and promises from the campaign trail fall into or out of place.
Read MoreThe last-minute politics ahead of this weekend’s federal election will overshadow the minutes from the RBA’s May board meeting, along with wage and jobs data later in the week.
Read MoreThe Australian economy continues to boom as we head towards the Federal election on Saturday week, judging by the latest monthly business survey from the National Australia Bank.
Read MoreWith a federal election looming and a fair chance of a change in government, AMP’s Shane Oliver this week looks at the potential implications for investors as we head to the polls on May 21.
Read MoreMore evidence today that the economy remains robust and that the billions in election promises could unnecessarily add to price pressures being felt by businesses and consumers.
Read MoreA federal election always makes for a giveaway budget and this year it’s no different. We take an in-depth look at what may well be Josh Frydenberg’s final budget as Treasurer.
Read MoreWith the election looming, tomorrow’s 2022-23 federal budget will no doubt contain plenty of goodies – despite a big deficit – aimed at enabling the Liberal Party to hold onto office.
Read MoreVladimir Putin is moving to impose his own sanctions on the west, ordering his government to come up with a list of commodities and other products and western countries to be hit with restrictions.
Read MoreThe tough sanctions against Russia may have crippled the western arms of some of its key companies, but they have also had the flow-on effect of pushing some major commodity prices to near-record highs.
Read MoreIn his Insights column this week, AMP’s Shane Oliver looks at the war in Ukraine, five big picture implications of relevance to investors and why Australian shares are holding up a bit better than global shares.
Read MoreThe federal government has lost its attempt to neuter proxy advisers, those independent groups that help shareholders decide on major issues confronting listed companies.
Read MoreOn Monday President Biden will sign into law his $US1 trillion federal infrastructure bill that will see years of spending and investments helping underpin US economic growth and corporate activity for years to come.
Read MoreIn an action that will resonate in Australia, the US government is about to upgrade warnings to American companies of the growing risks of doing business in Hong Kong.
Read MoreSunday’s strongly-worded statement opposing the addition of 23 Chinese entities to a US economic blacklist once again shows the government’s two-faced attitude toward foreign investment.
Read MoreThe executive order signed on Friday by US President Joe Biden is the first to encourage federal agencies to crack down on anti-competitive practices in a wide range of industries.
Read MoreRussell Investments’ Alexander Cousley runs us through the state of US-China relations as they currently stand and how the change of president may affect things from here.
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. |
|
