Local shares lost their shine in the afternoon with the ASX 200 finishing the session unchanged amid views the RBA rate-cutting cycle may have come to an end. ANZ shares rallied after the bank reported better than expected half-year profit results.
Read MoreWell-informed investors are discovering what institutional investors have long understood; that asset allocation, not security selection, is key to driving long-term investment results. Consequently, the most important decision an investor can make is now seen to be asset allocation. For a high performing portfolio, it has been proven that getting the right mix of assets is more impactful on successful performance than the individual securities chosen. Individual security selection is important but asset class selection is vital.
Read MoreWith the strong growth in index funds and exchange traded funds (ETFs) in the Australian marketplace in recent years, debate is again swirling on the benefits of active vs. passive investment management.
Read MoreOne of the benefits of using equity ETFs is that they enable investors to engage in broad market or sector investment strategies without having to decide which individual stocks to invest in. The question naturally arises: when should one sector be favoured over another? It turns out there are a two handy rules of thumb that might help investors with their deliberations.
Read MoreOne of the more interesting findings in Investment Trends’ latest Exchange Traded Fund (ETF) report is the high importance that many financial planners and investors place on the low cost of Australian-listed ETFs.
Read MoreGiven the rapid growth in the popularity and market capitalisation of Exchange Traded Funds (ETFs), it is hardly surprising that an Investment Trends report describes investors as "hungry" to learn more about the products.
Read MoreThe majority of members of super funds have their retirement savings in the default or MySuper options. This is both a strength and weakness of the Australian superannuation system.
Read MoreThe local share market is being held back by a 1 percent fall in the financial sector, after Westpac disappointed with its first-half profit result.
Read MoreWestpac (WBC) has reported a flat profit in the six months to the end of March, but lifted interim payout to keep shareholders happy.
Read MoreWhere to turn for guidance when there are going to be so many major factors impacting markets and investors this week?
Read MoreThe local sharemarket will be looking for an early gain this morning after Wall Street ended a soft week with a nice recovery on Friday night, our time, and as a result the futures market has the ASX 200 looking at a 30-plus point jump.
Read MoreOil prices staged another gain last week, despite weakening on Friday on reports that Iraq’s crude exports rose to a 30-year high last month, and production from the OPEC countries hit its highest level in two and a half years.
Read MoreUS sharemarkets rose on Friday as investors engaged in bargain hunting across healthcare and technology sectors. Shares in Apple rebounded, up 3.0%.
Read MoreLocal shares have managed to close in the black, thanks to a 2.4 percent rally in the materials sector. Bankings stocks weighed on the market, after Westpac disappointed investors with its first-half profit result.
Read MoreThe ageing of the population – as outlined in the latest intergenerational report – together with a growing trend to work past traditional retirement ages inevitably means more of us will want to contribute to super for longer.
Read MoreMountain peaks challenge the endurance, courage and skill of climbers. A celebration at reaching the top of a mountain – or perhaps more appropriately when you get safely back down – is both understandable and well-earned. But the sense of anticipation and celebration when a sharemarket index is within sight of or hits a new peak is a little harder to fathom.
Read MoreUnderstandably, trustees of new self-managed super funds are typically full of optimism about what can be achieved. It’s human nature. Yet while investors are extremely enthusiastic about establishing self-managed super funds, statistics suggest they are less enthusiastic about closing them down even if their circumstances change.
Read MoreThe ASX 200 is up 0.2% in choppy trade with a rally in the materials sector helping to buoy the market.
Read MoreMarkets around the world limped to the end of the month, trimming gains or pushing indexes into the red.
Read MoreTPG Telecom (TPM) is maintaining pressure on three major rivals across the country in a takeover and a stockmarket raid.
Read MoreSirius Resources (SIR) shares dipped in yesterday’s sell-off, despite confirming it remains on track to open its new low cost nickel mine in Western Australia late in 2016.
Read MoreShares in WorleyParsons (WOR) are in a trading halt at least until next Monday while the company prepares details of a major write down from “non-recurring charges” which will impact its 2015 financial results.
Read MoreTen Network’s (TEN) desperate plea for fresh money yesterday contrasts unfavourably with the ease with which Seven West Media (SWM) raised $289 million to help get Kerry Stokes out of a hole over the embarrassingly over-priced 2,500 convertible preference shares issued to complete the financing of the $4.1 billion of the merger of Seven and West Australian Newspapers back in 2011.
Read MoreUS sharemarkets fell sharply on Thursday. The decline in Apple shares resulted in the Nasdaq falling for a fourth straight day. Apple fell 2.7% after the company limited the availability of the Apple watch after a key component was found to be defect.
Read MoreThe ASX 200 has climbed 0.4 percent today, regaining some recent losses. Over the week, the market slipped 2 percent, its second worst weekly performance of the year.
Read MoreDespite Reserve Bank Governor Glenn Stevens’ concerns about Sydney property prices, chances are the RBA will finally deliver the second official interest rate cut for the year on Tuesday afternoon.
Read MoreRunning a proprietary trading desk it is very important that we produce consistent returns on a monthly basis while managing drawdowns and risk. Unlike fund managers with billions under management that run a large portfolio of stocks over the long-term, our focus is significantly more immediate – we just don’t have the luxury of investing millions of dollars and waiting months or years for a return. We need to rewarded within days and weeks otherwise our funds are being wasted. So our focus is not just on finding a great opportunity but timing that great opportunity as well. And in that process we often discover hidden gems. Rarely are they actually penny stocks.
Read MoreAn emerging petroleum play with a rapidly growing presence in the unconventional energy sector in South Australia’s Cooper Basin, where a company-making fraccing and flow-testing program is continuing.
Read MoreDownload related file: Direct Bonds Lists 20150430 0906.pdf
Read MoreLocal shares are losing ground on Thursday having seen their worst day in almost 5 months on Wednesday. Banks are the main weight on the market although energy stocks are higher following improved oil prices.
Read MoreAs expected the Reserve Bank of New Zealand left its key interest rate on hold this morning at 3.50%, but the bank is now more likely to cut rates than raise them.
Read MoreMarkets closed weaker on Wall Street this morning and the Aussie dollar was higher after the US Federal Reserve admitted the American economy had lost juice, and data revealed it had, with March quarter growth coming in at a hard to believe annual rate of just 0.2%.
Read MoreInsurance Australia Group (IAG) has warned claims relating to last week’s storms that struck eastern Australia will sharply lift its costs for the financial year and weigh on its insurance margin for the year to June.
Read MoreKerry Stokes’ Seven West Media (SWM) plans to raise between $150 million and $612 million in a rights issue aimed at getting rid of 2,500 convertible preference shares that if not extinguished in a year’s time, would prevent the company from paying dividends.
Read MoreA solid March quarter sales update from Wesfarmers’ (WES) retailing business – except for the Target department store chain which continues to lose ground.
Read MoreUS sharemarkets closed lower on Wednesday. Investors were concerned about economic weakness and uncertainty about the timing of US rates hikes. Energy, financial and material sectors were higher.
Read MoreThe ASX 200 recovered from the worst levels of the session on Thursday, although the index remained well in the red, weighed down by the big 4 banks. Consumer Staple were led higher by Wesfarmers (WES) in a delayed reaction to yesterdays sales report.
Read MoreThe ASX 200 is down 1.2 percent at mid-session with every sector losing ground. IAG shares are under pressure after the insurer cut its FY insurance margin guidance.
Read MoreAmerican data storage group, Iron Mountain has finally persisted in its five month pursuit of Recall Holdings (REC), the spin-off from Brambles, in the shape of a $2.5 billion scrip or cash bid.
Read MoreM2Group (MTU) has moved quickly to play down its claim in its proposed bid on Monday for iiNet (IIN) that there would be an extra $1.37 a share of ‘synergies’ if its bid was successful.
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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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