14 Jul 2023 – In the previous article, Direct lithium extraction: a potential solution to the lithium supply crisis (Part 1/2), we outlined what direct lithium extraction (DLE) is, how it works, and how it can alleviate a potential supply crisis.
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14 Jul 2023 – Leo Lithium (ASX:LLL) has finalised a significant agreement worth $520 million with a prominent African mining service firm, Corica, to advance its lithium project in Mali, a West-African nation.
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14 Jul 2023 – The ongoing work-from-home trend is prompting commercial landlords and tenants to reassess their needs, potentially rendering some buildings obsolete.
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14 Jul 2023 – A snapshot of the stocks on the move, featuring Neuren Pharmaceuticals (ASX:NEU), Green Technology Metals (ASX:GT1) and One Click Group (ASX:1CG).
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14 Jul 2023 – Stocks rose Thursday after June’s producer price index report rose less than anticipated, building upon optimism from Wednesday’s consumer price index data. The PPI rose 0.1 per cent in June.
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13 Jul 2023 – At the closing bell, the S&P/ASX 200 was 1.66 per cent or 118.50 points higher at 7,254.20, marking its third consecutive day of gains.
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13 Jul 2023 – Michael Price, Portfolio Manager of the Ausbil Active Dividend Income Fund, discusses the biggest dividend opportunities in the short and medium term.
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13 Jul 2023 – Consumer sentiment in Australia showed a modest improvement in July, according to the Westpac-Melbourne Institute survey.
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13 Jul 2023 – Origin Energy (ASX:ORG) is set to receive $70 million in funding from the Federal Government for its proposed Hunter Valley Hydrogen Hub partnership with Orica (ASX:ORI).
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13 Jul 2023 – The Future of Investment Management Conference brought together industry experts to discuss Australia's economic outlook.
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13 Jul 2023 – At noon, gold miners experienced a significant surge in value as traders revised their expectations for risk-free rates due to cooling US inflation and a decline in bond yields.
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13 Jul 2023 – Elon Musk has made it very clear of his ambition to jump into the field of AI. Now, he has unveiled his latest endeavour: xAI.
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13 Jul 2023 – The European Commission (EC) has officially granted its approval for Broadcom's ambitious US$61 billion acquisition of virtualisation software giant VMware, albeit with certain stipulations regarding access and interoperability.
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13 Jul 2023 – A snapshot of the stocks on the move, featuring Alliance Aviation (ASX:AQZ), Vulcan Energy Resources (ASX:VUL) and Cirrus Networks Holdings (ASX:CNW).
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13 Jul 2023 – St Barbara (ASX:SBM) looks like a very attractive cash pile that could be snapped up by any one of a handful of predators in the WA resources sector in the wake of the reshuffle of its Leonora gold mining assets with Genesis Minerals.
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13 Jul 2023 – The International Energy Agency (IEA) has released a report shedding light on the availability of critical minerals needed to support the global energy transition.
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13 Jul 2023 – Stocks rose overnight after new data raised hope that the Federal Reserve can bring down inflation without pushing the US economy into a recession.
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12 Jul 2023 – Sports and outdoor goods retailer KMD Brands (ASX:KMD) has issued a warning about a slowdown in consumer spending, aligning with similar concerns expressed by other ASX retailers.
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12 Jul 2023 – The Reserve Bank of New Zealand has maintained interest rates at 5.5 per cent for the second consecutive meeting, citing the need to control inflation and support employment, amid weakening global economic growth and declining inflation pressures.
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12 Jul 2023 – The Reserve Bank of New Zealand has decided to keep interest rates unchanged at 5.50 percent, aligning with expectations from analysts. This decision reflects the central bank's belief in the necessity of maintaining a restrictive level of interest rates for the foreseeable future in order to achieve their inflation target range of 1-3 percent annually.
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12 Jul 2023 – A snapshot of the stocks on the move, featuring Heavy Rare Earths (ASX:HRE), NickelSearch (ASX:NIS) and Red Mountain Mining (ASX:RMX).
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12 Jul 2023 – Warren Buffett isn't concerned about the future of gas, particularly LNG. This week, the billionaire investor delved further into the energy sector as Berkshire Hathaway assumed control of a US export facility for Liquified Natural Gas (LNG) by purchasing a 50% non-controlling limited partner interest in Cove Point LNG in the state of Maryland for $US3.5 billion in cash.
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12 Jul 2023 – Growing concerns over supply chain vulnerabilities and the need for critical metals and minerals have fuelled increased investment in these resources. Policymakers, investors, and market participants are grappling with the complexities of categorising critical metals, developing policy responses, and navigating economic realities.
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12 Jul 2023 – The Western Green Energy Hub, an ambitious energy infrastructure project in Western Australia, has signed a significant deal with Korea Electric Power Corporation, South Korea's largest electricity utility. Spanning 15,000 square kilometres in the Goldfields-Esperance region, this renewable energy hub aims to house around 3,000 wind turbines and 25 million solar panel modules.
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12 Jul 2023 – Australia faces the monumental task of securing $1.5 trillion by the end of the decade to meet its ambitious 2050 green targets, requiring an effort on par with Europe's post-World War II reconstruction, according to the findings of expert group Net Zero Australia.
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12 Jul 2023 – Major US indexes rose Tuesday, a day after the major averages snapped a three-session decline, as traders await the June consumer price index report set for release on Wednesday, as well as the June producer price index due out on Thursday.
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11 Jul 2023 – Alkane Resources’s (ASX:ALK) Tomingley gold mine is looking stronger by the day or so it seems in July. Not only did it meet guidance for record gold production for the 2023 financial year of more than 70,000 ounces but its exploration efforts continue to find more areas of interest that will give the mine longer lifespan.
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11 Jul 2023 – At the closing bell, the S&P/ASX 200 was 1.5 per cent higher at 7,108.90, experiencing a strong rebound ahead of US CPI data, boosted by offshore gains and hints of increased support for China's property sector.
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11 Jul 2023 – Thames Water investors have agreed to inject £750 million ($1.45 billion) into the company. However, the UK's largest water utility cautioned that it would require additional investments in coming years.
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11 Jul 2023 – Shares of Megaport (ASX:MP1) are soaring after the company announced an upgrade to its EBITDA guidance for FY23.
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11 Jul 2023 – Australia’s share market is on track to break a four-day losing streak, with the S&P/ASX 200 index rising 0.97 per cent higher to 7,071.90 at noon. All sectors are experiencing gains, with technology, property, discretionary, and materials leading the way.
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11 Jul 2023 – A snapshot of the stocks on the move, featuring Altech Batteries (ASX:ATC, FRA:A3Y), Sayona Mining (ASX:SYA; OTCQB:SYAXF) and Si6 Metals (ASX:SI6).
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11 Jul 2023 – Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, provides some commonsense tips.
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11 Jul 2023 – Meta's new Threads platform, a direct competitor to Twitter, has achieved a remarkable milestone by attracting more than 100 million users in less than five days since its launch. This makes Threads the fastest-growing online platform in history, surpassing the previous record held by OpenAI's ChatGPT, which took two months to reach 100 million users.
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11 Jul 2023 – The release of the US Federal Reserve's minutes from the Federal Open Market Committee (FOMC) meeting drew significant attention during the week.
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11 Jul 2023 – Mining tycoon Andrew Forrest is making strides in establishing a battery manufacturing hub in the United States, aligning with Fortescue Future Industries' strategic vision to leverage President Joe Biden's $550 billion Inflation Reduction Act.
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11 Jul 2023 – The Dow Jones Industrial Average rose Monday as Wall Street tried to recover from a losing week. The positive reversal came as investors prepared for a slate of inflation data later in the week and braced for the start of the second-quarter earnings season.
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10 Jul 2023 – The ASX declined further as weak consumer inflation data from China contributed to ongoing losses, with the benchmark S&P/ASX 200 index falling 0.54 per cent at 7,004, primarily driven by losses in most industry sectors.
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10 Jul 2023 – INOVIQ Limited (ASX:IIQ) CEO Dr Leearne Hinch discusses recent news, including excellent sensitivity and specificity results for the company's SubB2M breast cancer test.
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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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