Cristian Moreno – Managing Director – Torque Metals (ASX:TOR) is an exploration company with a proven discovery methodology, combining drilling results with machine learning algorithms and geological interpretation.
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A snapshot of the stocks on the move, featuring African Gold (ASX:A1G), Regener8 Resources (ASX:R8R) and Bastion Minerals (ASX:BMO).
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Justin Virgin – Executive Director – Terrain Minerals (ASX:TMX) is a West Australian based minerals exploration company focused on the world class mineral provinces in Western Australia. Terrain is actively looking for opportunities within other states of Australia and internationally.
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Joe David – CEO – Elementos (ASX:ELT) is committed to the safe and environmentally conscious exploration, development, and production of its global tin projects. The company owns two world class tin projects with large resource bases and significant exploration potential in mining-friendly jurisdictions.
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Investors remained cautious as markets hovered near flat ahead of some key big tech earnings numbers due later this week and the Fed policy statement due out on Wednesday US time.
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Patrick Duffy – CEO & Managing Director – Sunstone Metals (ASX:STM) is an ASX-listed mineral exploration company with two world-class gold and copper assets in Ecuador. Sunstone’s two porphyry projects are the Bramaderos Gold-Copper Project and the El Palmar Gold-Copper Project.
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Neil McIntyre – CEO – Diatreme Resources (ASX:DRX) is an emerging Australian producer of mineral and silica sands based in Brisbane. Our key projects comprise the Northern Silica Project and Galalar Silica Sand Project in Far North Queensland, located next to the world's biggest silica sand mine at Cape Flattery.
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Bryan Quinn – CEO & Managing Director – Aurelia Metals (ASX:AMI) is an Australian mining and exploration company with a highly strategic landholding, and two operating mines in New South Wales (NSW). The Peak Mine is in the Cobar Basin in western NSW, and the Dargues Mine is in south-eastern NSW. The Hera mining operation, also located in the Cobar Basin, has ceased and the surface facilities have been placed into care and maintenance.
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David Flanagan – Managing Director – Arrow Minerals (ASX:AMD) is actively exploring the Simandou North Iron Project (SNIP) in Guinea, West Africa with the intention of discovering and developing a direct shipping grade iron mining operation as soon as possible. The Company intends to take full advantage of the multi-user rail infrastructure currently being developed for the benefit of the Winning Consortium and the SimFer JV due for commissioning from late 2025.
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Gregory Hall – CEO & Managing Director – Alligator Energy (ASX:AGE) is an Australian, ASX-listed, exploration company focused on uranium and energy related minerals, principally cobalt-nickel. Alligator’s Directors have significant experience in the exploration, development and operations of both uranium and nickel projects (both laterites and sulphides).
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A snapshot of the stocks on the move, featuring Aruma Resources (ASX:AAJ), Terra Uranium (ASX:T92) and New Age Exploration (ASX:NAE).
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The rotation into cyclicals and small caps continued on Friday, underpinned by encouraging inflation data. All the major indices and the small cap Russell 2000 finished the day up strongly.
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Chris Stevens – CEO – Coda Minerals Limited (ASX:COD) is the 100% owner of the Elizabeth Creek Copper Project in South Australia. Coda has over 1 million tonnes of contained copper and cobalt at Elizabeth Creek, where it is simultaneously advancing economic and technical studies as well as an ambitious copper exploration portfolio.
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Mark Stowell – Non-Executive Chairman – Southern Hemisphere Mining Limited (ASX:SUH) is an ASX-listed, successful critical minerals explorer in Chile with Copper, Gold, Moly, Manganese and Lithium assets. Its flagship asset is at Llahuin (north of Santiago) – host to a substantial growing copper resource currently 680,000t CuEq.
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Cristian Moreno – Managing Director – Torque Metals Limited (ASX:TOR) is a smart exploration company with a proven discovery methodology combining drilling results with machine learning algorithms and geological interpretation.
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Each week The Last Word will offer a review of the week's events and its impact on the stock market.
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A snapshot of the stocks on the move, featuring Empire Energy (ASX:EEG), E79 Gold Mines (ASX:E79) and Cyprium (ASX:CYM).
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Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.
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Big Tech and AI stocks resumed their sell off as investors continued to rotate into the undervalued small cap and cyclical sectors.
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Neil Herbert – Executive Chairman – Atlantic Lithium (ASX:A11) is an AIM, ASX, GSE and OTCQX-listed lithium company advancing its flagship project, the Ewoyaa Lithium Project, a significant lithium spodumene pegmatite discovery in Ghana, through to production to become the country’s first lithium-producing mine.
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Stuart Crow – Non Executive Chairman – Lake Resources N.L. (ASX:LKE, OTC: LLKKF) is a responsible lithium developer utilising state of-the-art ion exchange extraction technology for production of sustainable, high purity lithium from its flagship Kachi Project in Catamarca Province within the Lithium Triangle in Argentina. Lake also has three additional early-stage projects in this region.
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Alex Dorsch – CEO & Managing Director – Chalice Mining (ASX:CHN) is advancing the Gonneville Project—a major 2020 discovery in Western Australia with critical metals like platinum, nickel, and copper—towards development. The project boasts a tier-1 Mineral Resource Estimate, significant land in the new West Yilgarn Ni-Cu-PGE Province, and has earned multiple awards, including the 2023 Thayer Lindsley Award.
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John Borshoff – Managing Director – Deep Yellow (ASX:DYL) is successfully progressing a dual-pillar growth strategy to establish a globally diversified, Tier-1 uranium company to produce 10+ Mlb pa.
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A snapshot of the stocks on the move, featuring Pure Resources (ASX:PR1), WhiteHawk (ASX:WHK) and Latin Resources (ASX:LRS).
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Earnings results from Tesla & Alphabet after the market close on Tuesday US time triggered a selloff in both stocks in the session which dragged other mega tech names down in sympathy.
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A snapshot of the stocks on the move, featuring Hexima (ASX:HXL), Alcidion (ASX:ALC) and Killi Resources (ASX:KLI).
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US markets hovered around flat as traders and investors awaited earnings numbers from Google parent Alphabet & EV giant Tesla. Both companies were due to report after the close.
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A snapshot of the stocks on the move, featuring Melodiol Global Health (ASX:ME1), iTech Minerals (ASX:ITM) and Spartan Resources (ASX:SPR).
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All three major indices finished in the green with the Tech names rebounding from last week’s selloff, as the rotation into the broader market and small companies took a breather.
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All three major US indices finished in the red on Friday as the rotation into names that will be the key beneficiaries from easing interest rate policy continued.
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Dr Michael Baker – CEO and Managing Director – Arovella Therapeutics Limited (ASX:ALA) is a biotechnology company focused on developing its unique iNKT cell therapy platform to treat cancer.
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Steve Promnitz – Managing Director – QX Resources Limited (ASX:QXR) is focused on exploration and development of battery minerals, with hard rock lithium assets in a prime location of Western Australia, lithium brine project in the USA, copper/moly/gold assets in Queensland and a strategic investment in nickel sulphides in Sweden.
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Nicholas Smedley – Chairman – Findi Limited (ASX:FND) is a fintech company with operations principally located in New Dehli, India. The company's payments services are a dynamic offering tailored to one of the world’s largest and fasted-growing addressable markets.
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Each week The Last Word will offer a review of the week's events and it's impact on the stock market.
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Prospects for USA rate cuts in September has generated greater focus on interest rate sensitive sectors and securities driving momentum for small caps and real estate . Meanwhile, domestically, markets await the August reporting period to provide greater clarity on the investment outlook as we comment on Dexus Group (ASX: DXS), Lifestyle Communities (ASX: LIC) and Qualitas Real Estate Income Fund (ASX: QRI).
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A snapshot of the stocks on the move, featuring Flynn Gold, Metalicity and Argosy Minerals.
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On Thursday, US stocks declined as investors continued to reduce positions in high-flying technology stocks and took profits from recent gains in other sectors.
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A snapshot of the stocks on the move, featuring Noronex, Resource Strategic Metals, and Miramar Resources.
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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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