Feature Articles that included our Weekly Wrap.
Tapestry, the US-based parent company of lifestyle brands Coach and Kate Spade, is set to acquire the parent company of Versace and Michael Kors, Capri, in a momentous US$8.5 billion takeover, giving rise to a new global fashion behemoth poised to challenge European fashion giants.
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European natural gas prices surged by nearly 40% on Wednesday, driven by concerns over potential disruptions in global liquefied natural gas (LNG) supply from Australia.
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AGL Energy (ASX:AGL), a prominent player in the energy sector, faced a significant financial setback in the fiscal year ending on June 30, largely attributed to the anticipated write-downs on its coal power generating assets.
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Amid a surge in catastrophe costs during the first half of 2023, insurance titan QBE (ASX:QBE) demonstrated resilience, driven by robust investment returns and a substantial rise in premium income.
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The world's second biggest economy slid deeper into deflation last month, with no immediate sign of how it can escape this price vice without a massive spending campaign.
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In a troubling sign of the times, the Australian retail landscape is grappling with an ongoing decline as retail sales continue to tumble, signaling the harsh impact of the prevailing cost-of-living crisis on consumer spending patterns.
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China's trade performance in July fell short of forecasts, with exports experiencing a steep decline of more than 14%, and imports falling by a significant 12%.
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NAB's latest business survey not only confirmed continuing resilience but also highlighted an uptick in "inflation-related measures."
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In a recent ANZ-Roy Morgan survey, consumer confidence took a hit, declining by 3.4 percentage points to 75 last week.
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Berkshire Hathaway has experienced a significant surge to a record high in the wake of its Saturday earnings report, which showcased an operating profit for the second quarter surpassing Wall Street's expectations.
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The companies that present opportunities and pitfalls in the current real estate sector within Australia.
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Another solid quarter for the world's biggest lithium player, Albemarle, but the three months to 30th June did confirm that the company had, like its rivals, been whacked by the slowdown in prices.
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Liontown Resources (ASX:LTR) has taken a step to boost early revenue from its Kathleen Valley project in WA by reaching an agreement to deliver a direct shipping ore (DSO) product to potential customers.
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Global markets sold off Wednesday in the first full session of trading in the wake of the historic downgrade of America’s AAA rating by Fitch.
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The report, titled "Critical Materials Assessment 2023," is an updated analysis of previous Critical Materials Strategy reports published by the DOE in 2010, 2011, and 2019. It identifies the materials critical to the continued deployment of clean energy technologies and evaluates potential supply risks associated with them.
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Global gold demand, excluding over-the-counter (OTC) trading, experienced a slight decline of 2% in the first half of 2023, ending on 30th June.
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Breaking news from the Reserve Bank as they decide to keep the cash rate unchanged at 4.1% for the second consecutive month. The recent dip in inflation during the June quarter influenced the central bank's decision to hold off on any rate hikes.
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The Dow Jones Industrial Average finally ran out of steam on Thursday as investors took their profits, ending 13 straight days of gains.
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Liontown Resources' (ASX:LTR) Kathleen Valley Lithium Project is well on track for its first production by mid-2024, as the company achieved significant milestones during the June quarter.
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JPMorgan Chase is positioning itself in anticipation of an impending US recession, foreseeing a surge in gold prices to surpass $2000 an ounce by the end of this year.
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TerraCom Limited (ASX:TER), a leading global coal mining company, has released its quarterly activities report for the three months ended 30 June 2023, showcasing robust production and financial performance despite facing market headwinds.
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Tamboran Resources (ASX:TBN), a leading gas exploration company based in Australia, has released its fourth-quarter activities report for the period ending on June 30, 2023.
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Whilst the prevalence of Artificial intelligence has boosted the US tech sector, Australian tech stock valuations have largely been dampened amid rising interest rates, macroeconomic uncertainties and geopolitical tensions.
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Australian consumer inflation showed signs of slowing in the three months to June, with an annual rate of 6.0%, down from 7.0% in the previous March quarter. Despite this decrease, concerns remain at the Reserve Bank about the persistent rise in costs across the economy.
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When it comes to cancer diagnostics, the ‘tried and trusted’ methods are often not the best ones, but merely the techniques clinicians are familiar with. For the ASX-listed INOVIQ (ASX:IIQ), the field is ripe for disruption and the company is wasting no time progressing its precision diagnostics based on two separate platform technologies – SubB2M and EXO-NET.
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Talon Energy Ltd. (ASX:TPD) recently announced a significant milestone in its Gurvantes XXXV Coal Seam Gas (CSG) Project in the South Gobi Basin of Mongolia.
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Australia's Minister for Climate Change and Energy, Chris Bowen, has reaffirmed that nuclear energy will not be part of the country's energy mix, citing the abundance of renewable energy sources as the primary reason for the decision.
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Trigg Minerals (ASX:TMG), an Australian potash explorer, has released its Quarterly Activities Report for the period ending 30 June 2023, highlighting significant developments in its Lake Throssell Sulphate of Potash Project in Western Australia and corporate restructuring measures.
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In the rugged Idaho wilderness, at an elevation of approximately 8,000 feet, an ambitious cobalt mine, decades in the making, reveals the hurdles America's clean-energy ambitions confront in a market dominated by China.
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21 Jul 2023 – The recent disclosure by Tesla's CEO, Elon Musk, regarding potential further price cuts triggered a near 10% nosedive in the company's shares to $US262.90.
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20 Jul 2023 – Australia's largest landlords have recently downgraded the values of their office block portfolios, but investors are seeking deeper discounts amid a significant gap between public and private valuations.
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20 Jul 2023 – Dragonfly Biosciences Limited, a prominent UK-based producer of cannabidiol supplements and lotions, is making strides towards its IPO on the ASX next month.
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20 Jul 2023 – Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses seven key charts.
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20 Jul 2023 – Altan Rio Minerals works on the simple ethos that ‘the best place to find a gold mine is next to a gold mine’.
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18 Jul 2023 – Dr Shane Oliver, Chief Economist at AMP, discusses the impact of interest rates and alternatives for fighting inflation.
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19 Jul 2023 – Audeara Ltd (ASX: AUA) announced its impressive financial growth and international expansion in its Q4 FY23 Quarterly Activities Report. The Australian-based company, known for its innovative listening solutions for individuals with hearing challenges, achieved record-breaking quarterly revenue and made significant progress in expanding its global presence.
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19 Jul 2023 – Australia must accelerate the development of renewable energy generation projects or face a significant increase in electricity prices for households and businesses, according to Guy Debelle, former deputy governor of the Reserve Bank.
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18 Jul 2023 – Renowned gloves maker Ansell (ASX:ANN) has issued another warning about an earnings slowdown, attributing it to a surplus of unsold products resulting from the COVID-19 pandemic.
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18 Jul 2023 – Shares of Lendlease, the renowned property group, tumbled just under 5% following the company's announcement to cut 10% of its global workforce, with the most significant reductions expected in offshore markets.
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17 Jul 2023 – Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australia economic events.
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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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