The sharp retreat in global biotech valuations is creating rare buying opportunities as investors flee ‘riskier’ sectors on the back of rising rates, dwindling liquidity and heightened geopolitical tensions.
Read MoreTim Boreham has a look at Australian oil and gas developer Calima Energy (ASX: CE1) after its acquisition of Canadian producer Blackspur Oil and recent capital raising.
Read MoreFintech Novatti is targeting migrants and foreign students in its quest to become Australia’s next bank. Meanwhile, Raiz (the former Acorns) is shrugging off a poor market reaction to its recent listing as it tries to reform the savings habits of Millennials.
Read MoreThe $190m cash/scrip takeover offer for the honey producer is pitched at a decent premium, but will the suitors have to sweeten the pot? Meanwhile, Food Revolution Group is getting serious about China.
Read MoreFor the recruitment sector it’s been a case of hard labour for the last few years, but there are signs of a reprieve.
Read MoreWe wouldn’t say it’s gone to pot, but the ASX-listed cannabis sector is facing a much-needed reality check as investors realise that the medical marijuana aspirants need more than a ‘grow it and they will come’ strategy.
Read MoreThe rising greenback means bullion continues to be under pressure, but in $A terms it’s a different story and the good times continue to roll for our ASX-listed miners. But with the majors looking fully priced, it’s time to dig a little deeper
Read MoreGrowth stocks have outperformed value stocks in recent times, but the 31 year old value investor Templeton Growth Fund is a patient investor. Elsewhere in the listed investment company sector, a new fund is taking a different approach to ensure it doesn’t trade at a discount to asset backing.
Read MoreBoth Avita Medical and Polynovo are in the game of developing innovative burns and wounds treatments, but investors ascribe disparate valuations. Is the cavernous valuation gap justified?
Read MoreDrug distributor Sigma’s loss of a major contract to supply the burgeoning Chemist Warehouse chain is a bitter pill to swallow, although the company maintains there are positives as well. In the meantime, the whole sector is looking more challenging as new entrants such as Amazon and DHL eye the market.
Read MoreWhile Smart Parking struggles to stay on the entry ramp in the UK following the sacking of its regional CEO and CFO, locally the age-old Hills conglomerate is alive to the sound of parking technology such as number-plate recognition.
Read MorePaying staff accurately and managing travel bookings efficiently might seem like HR 101 but many employers still can’t get it right. But two cloud-based recent ASX entrants are seeking to make the task easier.
Read MoreWith the mortgage broking sector already under the regulatory blowtorch, Mortgage Choice has added to the pain with revelations of unhappy franchisees. But is there value emerging in the marked down shares, as well as those of listed counterpart Australian Financial Group?
Read MoreCarbon components specialist Quickstep is flying high with an ongoing parts contract for the Joint Strike Fighter program, but investors remain wary because the company is yet to turn a profit. Also in the tech space, Sensera has gone to market with a better tool to track mining equipment – and cows.
Read MoreIn the old days, the listing of a broking firm was a sure sign the market had peaked. But has the sector matured? Meanwhile, a niche broker is relying on the wisdom of the masses to seek the best investments.
Read MoreA low key listed life insurer is in an intriguing position following a recent acquisition. Meanwhile, a newly-listed data centre operator has the big players in its sights.
Read MoreThis week The New Criterion drills down into the listed dental sector, which has just expanded by one-third with the listing of a new practice consolidator.
Read MoreThe paradox of the current uranium market is that the more the major producers curtail output because of a stubbornly low price for the commodity, the higher the hopes of a recovery.
Read MoreA handful of Paul Keating era pooled development funds survive as listed companies. Two of them -Authorised Investment Fund and Acrux – have taken measures to revive their fortunes so that investors one day may enjoy the full benefits of the PDF structure.
Read MoreHere’s a tale of two payments houses: newcomer Emerchants is strongly expanding its global reach – but not reaping the share price benefits – while the 40 year old Cabcharge is seeking to restore its rightful place in the disrupted taxi industry.
Read MoreClover Corp has been a big winner from the China-led boom in infant formula, but by supplying a key ingredient rather than the end product. Meanwhile, other dairy suppliers have refused to follow the herd and are diversifying into goat’s milk.
Read MoreAs a developer of a concrete additive to make the ubiquitous building material tougher and lighter, the US-focused Eden should be benefiting from the Trump-inspired infrastructure spending push. But does its listed associate present better value?
Read MoreGold miner West Wits has turned its focus from the Indonesian province of Irian Jaya to South Africa’s famed Witwatersrand region. Meanwhile, the revived Kingrose Mining is out to prove that ASX listed miners can do business in Indonesia.
Read MoreThe survivors in the listed vocational education sector are licking their wounds from recent controversies and nourishing young minds. The government is loosening its funding purse strings, too.
Read MoreThe previous basket case Tasmania is in the midst of an unlikely economic boom. Here’s a (two) heads-up on how to gain an ASX exposure.
Read MoreUnless you’re a joystick jockey yourself, gaming looks like an esoteric pastime of the misspent youth. But with 2.1 billion players globally devoting hours to improving their League of Legends or Dota2 scores, the lure of the console can’t be denied.
Read MoreWe can’t be definitive about the consequences, but here are some stocks to watch if digital contracts become the norm for transactions such as share and property settlements.
Read MoreThe animal spirits are back in the biotech sector after two recent takeovers of two ASX-listed companies.
Read MoreThere are more ways to gain exposure to commodities than buying the miners themselves. Here are two alternatives.
Read MoreLottery ticket reseller Jumbo took the right decision to align itself with traditional partner Tatts Group rather than aggressive challenger Lottoland. Meanwhile, digital promotions house OtherLevels believes that a clamp on wagering advertising will be good for business
Read MoreSome argue that nickel is a more important component in electric vehicle batteries than lithium or graphite. Whatever the case, nickel stocks have found their groove although they remain vulnerable to renewed market volatility.
Read MoreIs a fight to the death looming for the country’s two biggest funeral operators?
Read MoreAnother form of crypto craziness, or a more respectable iteration of bitcoin and its many cousins? Just as the listed bitcoin sector emerged from the depths of the cyber haze in 2017, 2018 is shaping up as the year of the blockchain – the underlying technology supporting crypto currencies.
Read MoreFrom heavy duty oil and gas equipment to making figurines of Richmond cult hero Dustin Martin, the use of 3D printing technology is boundless.
Read MoreYour crusty columnist really must widen his social circle from his ageing acquaintances, as he had never heard of US rap artist Danielle Bregoli or Indian actor and singer Chinmayi Sripaada.
Read MoreJudging from a yarn told by Adherium CEO Arik Anderson, the respiratory medicine monitoring house has more consumer education to do despite moving 100,000 units of its Smartinhaler asthma devices to date.
Read MoreAn ASX newcomer is offering an exposure to both the taxi and ride share sectors at a time when listed stalwart Cabcharge is fighting back. Which stock represents the ‘farest’ value?
Read MoreSuch is the fragmented nature of the $10 billion car dealership industry that the biggest dealer chain – the Perth based Automotive Holdings – still only accounts for 6 per cent of the market.
Read MoreThe Perth-based stalwart’s main prize remains lithium but its shorter term revenues lie with an industrial metal few outside of the oil and gas industry have heard of: caesium.
Read More“And what for? A little bit of money” despaired Fargo’s original heroine cop Margie Gunderson after witnessing some truly gruesome work involving a woodchipper.
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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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