The Dow Jones surged above the 40,000 level for the first time ever in intraday trading before settling below the record level by the close. Optimism about the inflation and rates outlook continued to filter through the broader market.
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A snapshot of the stocks on the move, featuring Sunstone Metals (ASX:STM), Helix Resources (ASX:HLX) and Riversgold (ASX:RGL).
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A weaker than expected CPI print and flat April retail sales numbers pushed all three major averages to record highs.
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A snapshot of the stocks on the move, featuring Australian Gold and Copper (ASX:AGC), Norwest Minerals (ASX:NWM) and Elementos (ASX:ELT).
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Big Tech led the move up as investors chose to look past a higher April PPI number and ahead to the CPI print due tomorrow US time.
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A snapshot of the stocks on the move, featuring Castillo Copper (ASX:CCZ), TechGen Metals (ASX:TG1) and Rincon Resources (ASX:RCR).
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Investors remained cautious ahead of the release of producer price data late Tuesday and consumer price data late Wednesday. Both data points are seen as critical to the outlook for US interest rates.
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A snapshot of the stocks on the move, featuring Anax Metals (ASX:ANX), Brightstar Resources (ASX:BTR) and Element 25 (ASX:E25).
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US consumer sentiment data released on Friday kept a lid on consumer enthusiasm as the data suggested inflation remains a key concern for consumers.
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A snapshot of the stocks on the move, featuring State Gas (ASX:GAS), Kingsgate (ASX:KCN) and Gladiator Resources (ASX:GLA).
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US markets rallied on Thursday following a rise in jobless claims that rekindled investor hopes that the Fed will cut rates in the second half of this year.
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A snapshot of the stocks on the move, featuring Alliance Nickel (ASX:AXN), Marquee Resources (ASX:MQR) and M3 Mining (ASX:M3M).
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Markets traded close to flat on lighter newsflow as reporting season now nears its end. The Dow Jones was the only one of the major indexes to finish in the green and extended its winning streak to six days.
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A snapshot of the stocks on the move, featuring Larvotto Resources (ASX:LRV), Iceni Gold (ASX:ICL) and Trinex Minerals (ASX:TX3).
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US markets traded mostly sideways as the major indexes finished mixed on a day where investors continued to debate the Fed ‘s next rate moves and timing.
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A snapshot of the stocks on the move, featuring Westar Resources (ASX:WSR), AML3D (ASX:AL3) and ACDC Metals (ASX:ADC).
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A solid earnings season and rising confidence in the Fed’s rates policy saw markets continue their advance to start the week well into positive territory.
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US equity markets rallied strongly on Friday following softer-than-expected April jobs numbers. The report took some pressure off the Fed after recent hotter than expected economic data.
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A snapshot of the stocks on the move, featuring Chariot Corporation (ASX:CC9), Haranga Resources (ASX:HAR; FRA:65E0) and Patagonia Lithium (ASX:PL3).
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Strong earnings and softer treasury yields ease investor concerns further, as Megacap Tech stocks lead markets higher.
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A snapshot of the stocks on the move, featuring Krakatoa Resources (ASX:KTA), Immutep (ASX:IMM) and ABx Group (ASX:ABX).
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US equities traded mixed for most of the session after Federal Reserve Chair Jerome Powell commented that the next move is unlikely to be a hike, easing investor concerns that the Fed was losing control of sticky inflation.
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A snapshot of the stocks on the move, featuring Adisyn Ltd (ASX:AI1), Bastion Minerals Ltd (ASX:BMO) and Anson Resources Limited (ASX:ASN).
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US stocks tumbled overnight to close out a losing month after higher-than-expected wage data raised new inflation concerns ahead of the Federal Reserve’s rate decision on Wednesday.
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A snapshot of the stocks on the move, featuring Sihayo Gold (ASX:SIH), Argent Minerals (ASX:ARD) and Oceana Lithium (ASX:OCN).
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US markets continued to rise underpinned by strong earnings numbers. Results from the reporting season so far have seen over 80 per cent of US companies beating expectations.
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A snapshot of the stocks on the move, featuring Lanthanein Resources (ASX:LNR), Orange Minerals (ASX:OMX) and Aspire Mining (ASX:AKM).
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US markets pushed higher led by the big tech names as earnings numbers continued to surprise on the upside.
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US stocks slid as mixed economic data raised fears that stagflation may rear its ugly head, as growth numbers came in weaker than expected and price growth higher than expected.
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A snapshot of the stocks on the move, featuring Immutep (ASX:IMM; NASDAQ:IMMP), Western Mines Group (ASX:WMG) and Industrial Minerals (ASX:IND).
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US stocks surged higher as a raft of corporate earnings results came in ahead of expectations.
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A snapshot of the stocks on the move, featuring Osteopore (ASX:OSX), Augustus Minerals (ASX:AUG) and Tamboran Resources (ASX:TBN).
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US stocks bounced back in US trading as Middle East tensions eased and investors turned their attention to the release of major company earnings results.
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A snapshot of the stocks on the move, featuring Base Resources, Lanthanein Resources, Orion Minerals and Novonix.
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Early trading saw oil spike more than 3 per cent and Middle East tensions take centre stage until the limited nature of Israel’s retaliation against Iran became apparent, easing concerns of any further escalation in the region and calming markets.
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A snapshot of the stocks on the move, featuring DY6 Metals, Impact Minerals and Estrella Resources.
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US jobless numbers held steady overnight, adding yet another data point that suggests the US economy is firing on all cylinders.
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A snapshot of the stocks on the move, featuring Nimy Resources, New Age Exploration and Immutep.
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US markets ended in the red for the fourth trading day in a row as big tech names weighed heavily on markets.
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A snapshot of the stocks on the move, featuring Firebrick Pharma, Critical Resources and Blue Star Helium.
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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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