The vast desert expanse of Western Australia, once renowned for its gold, nickel, and iron ore deposits, has now become the epicenter of a fierce competition among miners vying for control of lithium, a crucial raw material in the global shift towards greener energy.
Read More
Global commodities giant Louis Dreyfus (LDC) is looking to acquire Namoi Cotton (ASX:NAM) with a non-binding all-cash offer of 51 cents per share, representing a substantial 41% premium over Monday's closing price of 36 cents.
Read More
The Dow Jones Industrial Average fell on Monday, as traders took a breather after the major averages posted a four-week winning streak.
Read More
The price of gold surged to a six-month high on Monday, driven by growing investor confidence that the US Federal Reserve has concluded its series of interest rate hikes and a weakening US dollar.
Read MoreThe Dow Jones Industrial Average fell on Monday, as traders took a breather after the major averages posted a four-week winning streak.
Read More
Perseus Mining has utilised a portion of its US$600 million (over A$900 million) cash reserve to acquire a significant stake in OreCorp, a competing African mining company.
Read More
Railroads provide a basic, but critical role for any developed society – they facilitate the
connection between producers and consumers of essential goods and support a large section
of the economy. The North American rail industry represents one of the world’s oldest and
largest collections of transport infrastructure.
While we tend to think of toll roads as a recent phenomenon, they have been around for
thousands of years. Toll roads today are a popular way for cash-strapped governments
to raise money and improve the quality of, and reduce the congestion on road networks.
Given the huge capital costs (toll roads often cost billions of dollars to build), for most
investors the listed market is the only way to gain access to these assets.
The Australian sharemarket experienced a decline on Monday due to a sell-off in commodity stocks, primarily driven by a drop in the value of iron ore.
Read More
Perth-based IGO (ASX:IGO) has cleared incoming CEO Ivan Vella after he was summarily fired by his former employer, Rio Tinto, over a confidentiality breach.
Read More
QBE (ASX:QBE) looks set to meet or exceed its 2022 net profit, thanks to a remarkable turnaround in investment returns during the year ending in December.
Read More
By next Sunday, it will be clear whether Canada's Brookfield and EIG of the US have a chance of gaining approval at Origin Energy's adjourned shareholders' meeting on Monday, December 4.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the Australian dollar.
Read More
Enlitic CEO Michael Sistenich discusses the company's AI solutions for healthcare data management as the company gears up for its December IPO.
Read More
The Australian sharemarket experienced a noon decline with the S&P/ASX 200 index slipping 0.15% due to losses in commodity stocks, particularly in the materials sector, driven by lower iron ore prices, leading to drops in BHP, Fortescue Metals, and Rio Tinto.
Read More
A snapshot of the stocks on the move, featuring Tamboran Resources (ASX:TBN), RareX (ASX: REE) and Black Canyon (ASX:BCA).
Read More
China's property woes continue to inflict damage on the nation's economy, with indications of substantial losses and potential criminal investigations surfacing as the government grapples with years of lax regulation, dubious transactions, and excessive lending throughout the financial sector.
Read More
The Dow Jones Industrial Average rose on Friday, as the major averages notched a four-week winning streak.
Read More
A week ago, no one anticipated the sudden uncertainty gripping the oil markets. The steadfast support for production cuts within the OPEC+ group appeared unshakable, with little indication of any discord before the widely expected meeting on Sunday to extend production cuts into the new year.
Read More
A London court decision on Friday could provide BHP with a significant advantage in limiting potential financial liabilities related to a British court class action concerning the 2015 dam collapse at the Samarco iron ore pellet operation in Brazil.
Read More
Wall Street offered Australian investors little guidance as they resumed trading today, leaving them with nothing but fond wishes and hopes for retailers.
Read More
Gold prices rose in light holiday trade early on Friday as the dollar weakened, while rising treasury yields checked the gains. Comex gold for February delivery closed up $10.30 to settle at $2,022.10 an ounce.
Read More
A meandering week ahead for markets, featuring some inflation news in the US and Australia, a GDP update for America, building approvals in Australia, China's latest economic activity surveys, and a final rush of meetings and earnings releases both locally and offshore.
Read MoreThe Dow Jones Industrial Average rose on Friday, as the major averages notched a four-week winning streak.
Read More
Andrew Knox, Managing Director, Red Sky Energy (ASX:ROG) is an Oil and Gas exploration and development company that acquires, drills and develops oil and Gas resources that can be produced conventionally using proven advanced technologies and developed best practice methods.
Read More
Tim Oldham, CEO and Managing Director, AdAlta (ASX:1AD) is a clinical stage biotechnology company using its i-body platform to discover and develop next generation protein therapeutics addressing drug targets that are challenging fot other technologies,
Read More
Hugh Callaghan, Managing Director, EV Resources (ASX:EVR) projects are strategically diversified across electric vehicle and green energy technology metals.The company's primary focus is exploring for copper in the Americas.
Read More
James Brennan, CEO, Linius Technologies (ASX:LNU) is a global software-as-a-service company headquartered in Australia, with operations in London, New York and Europe. Linius has invented and patented the Video Virtualization EngineTM , which indexes, analyzes and tags each frame in a conventional video file and transforms it into a fully searchable Virtualized Video.
Read More
Despite repeated forecasts of a growing supply deficit, platinum prices have slid more than 14% up to last week from January 1.
Read More
Jake Klein, executive chair of Evolution Mining (ASX:EVN), one of Australia's last remaining globally significant gold miners, appears to be a reluctant gold 'bull,' if his remarks at Thursday's annual meeting in Sydney are any indication.
Read More
The gains come from Energy and Utilities. Energy shares saw a rebound, bouncing back from the previous day's decline.
Read More
A snapshot of the stocks on the move, featuring Ark Mines (ASX:AHK), Aurumin (ASX:AUN) and Krakatoa Resources (ASX:KTA).
Read More
For the third time this year, the Chinese government is raising concerns about soaring iron ore prices, attributing them to speculation. On Thursday, the country's primary economic planning body, the National Development and Reform Commission (NDRC), issued stern warnings.
Read More
The revised bid structure from Brookfield and EIG for Origin Energy (ASX:ORG) appears to be in jeopardy, based on market sentiment and reactions from key stakeholders. Australian Super's rejection of the new proposed offer and the lukewarm response from the Origin board have cast doubts on its approval at the upcoming shareholders' meeting on December 4.
Read More
European stocks closed slightly higher on Thursday as investors continue to seek direction with US markets closed.
Read MoreEuropean stocks closed slightly higher on Thursday as investors continue to seek direction and with US markets closed.
Read More
In November, Australian manufacturing activity continued to decline, with the flash composite output index dropping to 46.4, marking its lowest level in eight years, excluding pandemic lockdowns. However, experts believe that this indicates a soft landing for the economy rather than a hard one, aligning with the Reserve Bank of Australia's expectations.
Read More
The Origin Energy (ASX:ORG) board decided to postpone Thursday's shareholder meeting, originally scheduled to vote on the $20 billion offer from Canada's Brookfield and EIG of the US.
Read More
Chariot Corporation (ASX:CC9) witnessed a remarkable 35% increase in its share price yesterday, closing at 70 cents with $700,000 in stock trading volume,. And the positive results have been continuing today, currently trading above 6% higher at 74.5c (2:00pm AEDT). While no new developments were reported today, the recent announcement of the arrival of a drill rig at CC9's flagship Black Mountain Project in Wyoming, USA, has been driving investor interest over the past two weeks.
Read More|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Error: Contact form not found. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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. |
|
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.
|
|
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. |
|
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. |
|
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. |
|
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
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
|
|
|
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. |
|
