Matt Macfarlane – CEO & MD – icetana is a global SaaS software company providing video analytics technology designed to identify abnormal events and unexpected behaviour for large-scale surveillance networks
Read MoreMelissa Darmawan from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreTim McGowen from Finance News Network with a look ahead to today’s ASX trading session.
Read MoreTim McGowen from Finance News Network with a look ahead to today’s ASX trading session.
Read MorePlatinum’s James Halse discusses his thoughts on current valuations, why defensive companies aren’t necessarily great investments and where he is finding value outside the US.
Read MoreTim McGowen from Finance News Network with a look ahead to today’s ASX trading session.
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Magnetite Mines Limited (ASX:MGT) new board member Simon Wandke discusses his background, what he will bring to the company and the company’s outlook.
Read MoreCatch up on the full webinar presentations from Shaw and Partners, Magnetite Mines (ASX: MGT), AD1 Holdings (ASX: AD1) & VRX Silica (ASX: VRX)
Read MoreStephen Weir – CEO – Magnetite Mines Limited is a development-stage company advancing the Razorback High-Grade Iron Ore Concentrate Project located in the Braemar, Australia’s emerging iron ore mining region
Read MoreBrendan Kavenagh – CEO – AD1 Holdings is a technology company focused on creating and investing in market-leading software businesses.
Read MoreA keynote presentation provided by Martin Crabb – Chief Investment Officer – Shaw and Partners discussing the key issues facing investors in 2022, including the volatility in global equity markets.
Read MoreBruce Maluish – Managing Director – VRX Silica is focused on supplying the global demand for silica sand.
Read MoreTim McGowen from Finance News Network with a look ahead to today’s ASX trading session.
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Timothy Humphreys discusses the strategy and performance of the Ausbil Global Essential Infrastructure Fund and the advantages of investing in essential infrastructure amid market uncertainty.
Read MoreTim McGowen from Finance News Network with a look ahead to today’s ASX trading session.
Read MoreTim McGowen from Finance News Network with a look ahead to today’s ASX trading session.
Read MoreTim McGowen from Finance News Network with a look ahead to today’s ASX trading session.
Read MorePlatinum’s Adrian Cotiga explains how Europe’s efforts to be self-reliant in supply chains and energy are providing tailwinds and opportunities in new emerging companies.
Read MoreTim McGowen from Finance News Network with a look ahead to today’s ASX trading session.
Read MoreTim McGowen from Finance News Network with a look ahead to today’s ASX trading session.
Read MoreCatch up on the full webinar presentations from Lake Resources (ASX: LKE), SensOre (ASX: S3N), Ausgold (ASX: AUC) & Culpeo Minerals (ASX: CPO)
Read MoreMatthew GreenTree – Managing Director – Ausgold Limited is a gold exploration and development company with a suite of projects located in some of Australia’s most prospective mineral provinces.
Read MoreRichard Taylor – Executive director & CEO – SensOre aims to become the top performing minerals targeting company in the world through exploration that combines AI technology, big data and vast geoscientific expertise.
Read MoreIt has been a difficult 12 months or so for biotech, but Platinum Asset Management Portfolio Manager Dr Bianca Ogden believes the sector is “absolutely not broken” – far from it.
Read MoreMelissa Darmawan from Finance News Network with a look ahead to today’s ASX trading session.
Read MoreMelissa Darmawan from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreMelissa Darmawan from Finance News Network with a look ahead to today’s ASX trading session.
Read MoreMelissa Darmawan from Finance News Network with a look ahead to today’s ASX trading session.
Read MorePlatinum’s Andrew Clifford looks at the current market backdrop and discusses Platinum’s investment approach, drivers of recent returns and where the team is investing.
Read MoreIn this month’s edition of Tech Talk, Trent Masters from Alphinity Investment Management explores the highlights in the tech landscape from his recent trip to the US.
Read MoreMelissa Darmawan from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreMelissa Darmawan from Finance News Network with a look ahead to today’s ASX trading session.
Read MoreCatch up on the full webinar presentations from Resapp (ASX: RAP), Whitebark Energy (ASX: WBE) and Knosys (ASX: KNO)
Read MoreLauren Evans from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreSimon Brearley – Interim Chief Executive Officer – Whitebark Energy Limited engages in the exploration, development, and production of oil and gas properties in Australia and Canada.
Read MoreJohn Thompson – Managing Director – Knosys is a leading Australian Knowledge Management software company – based in Melbourne and servicing Australia, New Zealand, Singapore and the Asia Pacific region.
Read MoreTony Keating – CEO & Managing Director – ResApp is developing digital healthcare solutions to assist doctors and empower patients to diagnose and manage respiratory disease.
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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. |
DOWNLOAD RESEARCH REPORT
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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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