Barclays reckons the cost could be $US3 billion – other estimates are higher as the global insurance industry – especially reinsurers – start toting up the claims that are already emerging after the container ship Dali destroyed Baltimore's Francis Scott Key Bridge.
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US markets bounced back after three consecutive losing sessions & extended their first quarter advance.
Read MoreUS markets bounced back after three consecutive losing sessions & extended their first quarter advance.
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Westpac has revealed ambitious plans to get rid of outdated and slow computer systems, software and other technology over the next four years that will have an estimated cost close to $10 billion between now and 2028.
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The Australian market continued to trade close to flat for the afternoon, following fairly benign inflation data, finishing 0.5 per cent higher.
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Benchmark Mineral Intelligence’s Henry Sanderson has warned Western nations to stay focused on critical minerals in order to challenge China’s dominance.
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Chalice Mining Managing Director Alex Dorsch says palladium is a misunderstood critical mineral.
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Empire Energy Limited (ASX:EEG) CEO Alex Underwood discusses the implications of gas shortfalls across Australia and possible sources for new supply.
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The mining finance model needs to change if the industry is to compete with the technology sector, according to Tribeca Investment Partners Singapore’s Scott Clements.
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Australia's February consumer price inflation is steady at 3.4%. The key factors that are shaping the economic landscape in this brief overview.
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The aftermath of the Francis Scott Key Bridge collapse; delving into the complex legal and financial implications spanning multiple jurisdictions, insurance claims, and international investigations.
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The Australian market hovered near flat for the morning session until the release of February CPI data at 11.30am which then nudged the market into slight positive territory.
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A snapshot of the stocks on the move, featuring Galan Lithium (ASX:GLN), Argent Minerals (ASX:ARD) and Osteopore (ASX:OSX).
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The closure of the US port of Baltimore after the harbour was blocked by a bridge collapse on Tuesday will cause significant disruption to American trade along the east coast and into Europe and South America.
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LASER: Modern warfare’s strategic weapon: Why light could be the defence industry’s most ubiquitous tool. This expert roundtable focuses on the growing role of laser technologies in transforming intelligence capabilities within the defence and national security sectors.
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Northern Star Resources (ASX:NST) is planning to extend its current expansion program at the Super Pit gold mine near Kalgoorlie in the WA goldfields.
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US markets fell off in afternoon trading to finish in negative territory for the 3rd trading day in a row. Trading volumes remained light ahead of a short trading week and Easter break.
Read MoreUS markets fell off in afternoon trading to finish in negative territory for the 3rd trading day in a row. Trading volumes remained light ahead of a short trading week and Easter break.
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Solomon Lew wants to spin off the two best retail chains in Premier Investments (ASX:PMV) next year, leaving behind a group of weakly performing businesses.
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Mayfield Group (ASX:MYG) CEO Andrew Rowe provides an overview of the company, discussing its divisions, growth strategy, pipeline of work, dividend policy and outlook.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses lasting impacts from COVID.
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The Australian market took its lead from the US market overnight and drifted into negative territory.
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A snapshot of the stocks on the move, featuring IRIS Metals (ASX:IR1), Centaurus Metals (ASX:CTM) and Titomic (ASX:TTT).
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Seven Group Holdings refutes Boral's rejection of its takeover bid, citing errors in the independent expert report and emphasizing the finality of its offer.
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Boeing’s board has finally tried to assert its authority in its continuing quality control problems and dud machinery by forcing CEO Dave Calhoun to leave the company.
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US markets finally took a breather as the Easter break will mean a shorter and quieter trading week.
Read MoreUS markets finally took a breather as the Easter break will mean a shorter and quieter trading week.
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In the future, when you wake up your hot coffee will be ready, the fridge will have ordered your groceries and a drone will already have delivered them to you that morning. This might seem like science fiction, but it’s a reality well underway to being created by some of the world’s highest-quality businesses such as Alphabet, Amazon, Meta and Microsoft.
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ALS shares drop as profit forecast dips and pharmaceutical investment disappoints. Nuvisan's impairment adds to company's challenges.
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Perseus outbids Silvercorp for OreCorp, strengthening its foothold in East African gold mining.
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Immutep Limited (ASX:IMM) CEO and Executive Director Marc Voigt provides an update on the company's pipeline of clinical trials, focusing on results in head and neck cancer, lung cancer and breast cancer.
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25 March 2024 – Altech Batteries Limited (ASX:ATC) Managing Director Iggy Tan provides an update on the company, discussing funding pathways and the results of the DFS.
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McGrath Real Estate's staggering share price decline from $2.10 to 60 cents, revealing a tumultuous journey in Sydney's property market.
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Fletcher Building undergoes leadership shift as Ross Taylor steps down, replaced by Nick Traber in interim role, amidst ongoing CEO search.
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Clean TeQ Water (ASX:CNQ) CEO Peter Voigt provides an overview of the company, discussing solutions for the global scarcity in water.
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Explore the shifting landscape of tech titans: Apple's decline, Microsoft's rise, and Tesla's tumultuous journey, revealing market dynamics and industry trends.
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Follow Wall Street's pursuit of the 40,000 Dow milestone amidst record-setting sessions, with eyes on global markets and pivotal economic indicators.
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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. |
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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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