Opposition to a sizable pandemic aid package hardened in the Republican-controlled US Senate. Shares of Apple (-2.6%), Amazon (-2%), Alphabet (-2.4%), Facebook (-1.7%) and Microsoft (-2.5%) all dragged on indexes. Oilfield services provider Halliburton (-0.7%) posted a fourth consecutive quarterly loss.
Read MoreThe Australian sharemarket rose by 0.85% on Monday, hitting a 7-month high and making it the ninth gain in 11 days thanks to broad gains across almost all sectors.
Read MoreThe Aussie market’s gains continue, with the ASX 200 up 1% thanks to gains from mining, financial, healthcare and tech stocks.
Read MoreShares in Pfizer rose 3.3% after it said it could seek authorisation for a vaccine it is working on in November. There was continued wrangling over a new pandemic relief package.
Read MoreThe Australian sharemarket eased by 0.5% on Friday after lifting by more than 1% this week and over 6% so far this month. Almost all sectors declined.
Read MoreWe continue to unearth small-cap companies as part of our Hidden Gems webinar series. Catch up on this edition with presentations from Golden Mile Resources, Lake Resources, Tempest Minerals and Cleanteq.
Read MorePresenter – Rhod Grivas – Non-Executive Chairman – Golden Mile Resources is a Western Australian focused exploration and development company, with an outstanding suite of gold and base metal projects in the world-class Yilgarn Craton. Golden Mile is driven by its recent success, the discovery at Quicksilver (with development work ongoing) and has now turned its expertise to the exploration of the company’s highly prospective gold projects in the Leonora region.
Read MorePresenter – Don Smith – MD – Tempest Minerals Ltd is an Australian mineral exploration company with a diversified portfolio of projects in Western Australia prospective for precious, base and energy metals. The Company has an experienced board and management team with a history of exploration, operational and corporate success. Tempest leverages the team’s energy, technical and commercial acumen to execute the Company’s mission – to maximise shareholder value through focussed, data-driven, risk-weighted exploration and development of our assets.
Read MorePresenter – Sam Riggall – CEO – Clean TeQ is a leader in metals recovery and industrial water treatment through the proprietary Clean-iX® continuous ion exchange technology. The company’s vision is to help reduce the world’s environmental burden using proprietary technologies and to become a leading supplier of clean energy solutions. Clean TeQ is committed to finding better ways to solve planet earth’s most pressing environmental problems.
Read MoreThe Australian sharemarket is running on the spot at lunch after what has been a strong week and encouraging start to October for local equities.
Read MoreThe number of Americans filing new claims for jobless benefits hit two-month highs last week. US House Speaker Nancy Pelosi told Democrats that a COVID-19 relief package won’t wait until January.
Read MoreThe Aussie sharemarket jumped by 0.5%, recouping Wednesday’s falls with the ASX 200 closing above 6,200pts for the first time since 6 March.
Read MoreLittle Green Pharma (ASX: LGP) has received a manufacturing licence from the Therapeutic Goods Association (TGA), enabling it to manufacture medicinal cannabis in-house at its new Western Australia-based facility.
Read MoreThe Australian sharemarket is up on Thursday, doing enough to recoup Wednesday’s losses and pushes the market higher for an eighth time in nine days.
Read MoreUS sharemarkets fell on Wednesday after US Treasury Secretary Steven Mnuchin down played the chances of striking a stimulus deal before the election.
Read MoreThe Australian sharemarket fell by 0.27% on Wednesday, snapping a seven-day winning streak while remaining near a seven-month high.
Read MoreThe Australian sharemarket is only down by a few points after lifting for seven consecutive days and hitting a seven-month high on Tuesday.
Read MoreUS sharemarkets closed lower on Tuesday as the stalemate over fresh economic stimulus continued. The Dow Jones index fell by 157 points or 0.6%. The S&P500 index also lost 0.6% and the Nasdaq index was down 12 points or 0.1%.
Read MoreThe Aussie market surged by 1%, extended its winning streak to seven days and hit a seven-month high. Banks rose strongly, Telstra surged after re-iterating earnings, while coal miners fell after Beijing’s comments.
Read MoreThe Australian sharemarket is up by 1% on Tuesday, extending its winning streak to seven days and closing in on the elusive 6,200pt level, which would mark a seven-month high.
Read MoreWe continue to unearth small-cap companies as part of our Hidden Gems webinar series. Catch up on this edition with presentations from Volpara Health, Galan Resources, Amaero Engineering and Family Zone.
Read MorePresenter – Ralph Highnam – CEO – Volpara is a MedTech SaaS company founded in 2009 on research originally conducted at Oxford University. Volpara’s clinical functions for screening clinics provide feedback on breast density, compression, dose, and quality, while its enterprise-wide practice software management helps with productivity, compliance, reimbursement, and patient tracking.
Read MorePresenter – Juan Pablo Vargas de la Vega – CEO – Galan Lithium Limited is an ASX listed mineral exploration company with rights and rights to earn a 100% interest in lithium brine projects located within the South American Lithium Triangle in Argentina. Hombre Muerto is proven to host the highest grade and lowest impurity levels within Argentina and is home to Livent Corporation’s El Fenix operation and Galaxy Resources and POSCO’s Sal de Vida projects.
Read MorePresenter – Stuart Douglas – CEO – Amaero International is an Australian company that commenced trading on the ASX in December 2019. The principal activity of Amaero is the provision of end to end additive manufacturing solutions in terms of services, equipment and technology to its key clients in the Aviation Defense and Space sectors and the Tool and Die industry.
Read MorePresenter – Tim Levy – MD – Family Zone is an ASX-listed technology company and an emerging leader in the fast growing global cyber safety industry. Family Zone’s unique innovation is its patented cyber safety ecosystem, a platform enabling a world-first collaboration between schools, parents and cyber safety educators. Family Zone’s unique approach is delivering rapid growth in the education sector, as well as through direct sales and scalable reseller arrangements with telco providers.
Read MoreThere was a rally in some of the world’s largest technology companies. Shares of Amazon.com (+4.8%) surged ahead of its Prime Day shopping event on Tuesday. Apple (+6.4%) is expected to unveil its first 5G iPhone also on Tuesday.
Read MoreThe Australian sharemarket rose by 0.5% on Monday, extending the ASX 200’s winning streak to six days and follows the best weekly advance in six months.
Read MoreThe Australian sharemarket is barely hanging onto gains on Monday, following a 5.4% surge last week (best week since mid-April). Tech stocks and gold miners are helping this morning.
Read MoreThere were continued hopes for a new fiscal stimulus package. Advanced Micro Devices said it was in talks to buy chipmaker Xilinx in a deal valued at more than $30 billion.
Read MoreThe Aussie sharemarket avoided a decline this week, with the ASX 200 surging by 5.4% in just five days. While every sector rose this week, energy stocks, banks and technology companies stood out.
Read MoreThe ASX 200 is down 0.11 percent to 6,095.1. This makes it the first decline in five days, with the market still up 5.2 percent this week.
Read MoreThere were hopes for more fiscal stimulus. US President Trump said some discussions were ongoing with Democrats about boosting support for US airlines and providing Americans with $1,200 stimulus checks.
Read MoreThe ASX 200 closed 65.8pts or 1.09% higher to 6102. Gains from healthcare stocks, miners, tech & financials drove the gains.
Read MoreThe Australian sharemarket is up for a fourth day and has hit a fresh one-month high thanks to a strong lead from Wall Street and broad gains across the local Bourse.
Read MoreUS President Trump encouraged Congress to pass a series of standalone fiscal stimulus bills including support for the airlines. The Dow Jones airlines index rose by 3.5%. Investors digested minutes from the last Federal Reserve meeting. And investors await today’s Vice Presidential debate. The Dow Jones index ended higher by 531 points or 1.9%. The S&P500 index lifted 1.7% and the Nasdaq index gained 210 points or 1.9%.
Read MoreThe ASX 200 index closed towards the best levels of the day, rallying 7pts or 1.2% to 6,036.
Read MoreThe Australian sharemarket is improving for a third day despite President Trump tweeting his intention to halt stimulus negotiations until after the November election.
Read MoreUS sharemarkets fell in afternoon trade after US President Trump stopped talks on a fiscal stimulus package. The Dow Jones index ended lower by 376 points or 1.3%. The S&P500 index lost 1.4% and the Nasdaq index fell by 178 points or 1.6%.
Read MoreThe Australian sharemarket rose by 0.35% on Tuesday ahead of tonight’s Federal Budget, some uncertainty remaining about President Trump’s condition and a massive lift for equities on Monday.
Read MoreJamie Nicol, Manager of the DNR Capital Australian Equities High Conviction Fund / Portfolio, runs us through his thoughts on the reporting season just past.
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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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