Global energy markets will need to evolve dramatically over the next three decades. Worldwide, the population is forecast to grow by nearly 2 billion1 and global living standards are expected to rise as per capita consumption increases – and all this against the backdrop of a growing push towards decarbonisation.
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In 1819, Isaac Reckitt and his brother Thomas established a corn mill business in England, marking the beginning of what was to become Reckitt Benckiser, a UK-headquartered multinational business selling household staples the world has come to trust and love.
Read MoreMagellan’s Global Portfolio Managers, Arvid Streimann and Nikki Thomas discuss what is going on in global markets.
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Amazon’s almost 30-year journey has been one of constant evolution, driven by innovation, and guided by the long-term vision of its founder, Jeff Bezos. The business developed in its early years with an initial focus on selling books before eventually expanding into other product categories, including music, electronics and beyond.
Read MorePortfolio Manager, Elisa Di Marco, steps through how Magellan’s DNA underpins the portfolio construction of Magellan’s Core International and Core ESG funds.
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Global energy markets will need to evolve dramatically over the next three decades. Worldwide, the population is forecast to grow by nearly 2 billion1 and global living standards are expected to rise as per capita consumption increases – and all this against the backdrop of a growing push towards decarbonisation.
Read More
In 1819, Isaac Reckitt and his brother Thomas established a corn mill business in England, marking the beginning of what was to become Reckitt Benckiser, a UK-headquartered multinational business selling household staples the world has come to trust and love.
Read MoreMagellan’s Global Portfolio Managers, Arvid Streimann and Nikki Thomas discuss what is going on in global markets.
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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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Iain Dunstan – CEO & Managing Director – Gratifii (ASX:GTI) provides a full-service solution that transforms how brands manage and deliver loyalty and rewards, offering a comprehensive platform combining technology, content, and services for effective loyalty programs.
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Michael Shirley – Managing Director & CEO Veris (ASX:VRS) is a leading provider of spatial data services in Australia.
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Victor Tsaccounis CEO & Nick Fitzgerald CFO – Hubify (ASX:HFY) provides Australian businesses with a one-stop shop for their telecommunication and IT needs.
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Mark Miocevich – Managing Director – VEEM (ASX:VEE) is a designer and manufacturer of disruptive, high-technology marine propulsion and stabilisation systems for the global luxury motor yacht, fast ferry, commercial workboat and defence industries.
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Australian retail sales experienced a 0.8% decline last month, as reported by the Australian Bureau of Statistics. This result came as a surprise to markets, which had anticipated a steady performance for June following a robust 0.7% gain in May.
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A snapshot of the stocks on the move, featuring Immutep (ASX:IMM), Pointerra (ASX:3DP) and Zeus Resources (ASX:ZEU).
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Brazilian iron ore giant, miner Vale SA, has confirmed the negative impact of weak demand and pricing in the three months to June with a 78.2% slump in net earnings for the period.
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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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Japan and South Korea have rejected US overtures to join the proposed $44 billion Alaska natural-gas project, which could be one of the most significant energy investments in American history.
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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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The Dow Jones Industrial Average finally ran out of steam Thursday as investors cashed in following a historic streak of 13 straight gains.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses economic indicators.
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The European Bank for Reconstruction and Development has agreed to invest 6 million euros to support European Metals Holdings' (ASX:EMH) development of the Cinovec lithium project in the Czech Republic.
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On Thursday, the Australian sharemarket reached a five-month high, driven by a strong performance in real estate and technology stocks.
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Gold 50 (ASX:G50) has reported a notable discovery of gallium mineralisation during its maiden drilling program at the Golconda Project in Arizona.
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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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A significant commercial-scale green hydrogen project in Western Australia has been scrapped by Canadian infrastructure player ATCO, despite receiving funding support from the Australian government's renewables arm.
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Mergers typically result in larger combined entities, but a recent bank deal is bucking the trend by pursuing a different path — one that could potentially unlock more lender mergers in the future.
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Meta platforms has surpassed analysts' expectations for second-quarter sales and provided a positive outlook for the current period, propelling its shares to climb 4.5 percent in after-hours trading.
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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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A snapshot of the stocks on the move, featuring R3D Resources (ASX:R3D), GQG Partners (ASX:GQG) and Bastion Minerals (ASX:BMO).
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Macquarie Group (ASX:MQG) shares experienced a decline as the investment bank attributed it to challenging trading conditions.
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Mineral Resources (ASX:MIN), led by CEO Chris Ellison, has made a strategic decision to forego its plan of constructing lithium hydroxide refineries in China. Instead, the company is shifting its focus to producing a lithium sulphate product in Australia. According to Mr. Ellison, the returns from this new approach justify avoiding the costs and risks associated with moving fully downstream into battery chemicals in China.
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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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A 22-year high for US interest rates was reached thanks to the latest decision from the Fed, yet markets continued unaffected, and the Dow ended higher for yet another session.
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The Dow Jones Industrial Average rose Wednesday, notching its best winning streak since 1987 as traders digested a Federal Reserve rate hike and major corporate earnings.
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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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Rio Tinto's (ASX:RIO) half-year profit fell 34% due to weaker commodity prices. The $US5.7 billion underlying result and dividend missed analyst estimates. Australian iron ore dominated the result, but lower prices offset improved volumes.
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IGO (ASX:IGO) is facing a scarcity of cash and its finances have been strained after incurring a near $1 billion clean-up bill for its costly takeover of nickel miner Western Areas.
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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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X Corp is making strategic moves to lure brands back to its social media platform under the ownership of Elon Musk, and one of its key tactics is offering substantial discounts on ad prices.
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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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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 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 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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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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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 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 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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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 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 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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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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