The Federal Reserve has indicated it could start lowering interest rates as early as September, following a decision by US policymakers to maintain borrowing costs at a 23-year high for the eighth consecutive meeting.
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All three major indices rallied as the Fed kept rates unchanged but pointed to a likely easing in September as the inflation outlook continues to improve.
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In the past couple of weeks, the outlook for the Australian lithium industry had been looking a little more confident.
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A golden end to July was triggered by Israel's assassination of a Hamas leader in Tehran, which sent prices surging close to the unheard-of US$2,500 an ounce level.
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Federal Reserve Chair Jay Powell has lifted expectations for a rate cut after telling his usual post-meeting media briefing that a rate cut was “on the table” at the central bank’s meeting next month.
Read MoreMarkets continued their drive higher with two out of the three major indices closing at new record highs ahead of new inflation data and upcoming earnings numbers later this week.
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From gloom, to boom all in the space of a few minutes from 11.30 am Wednesday as the details of the June quarter Consumer price Index and its monthly indicator for June made fools of gloomy business economists and media ‘experts’ by coming in a touch better than forecast.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses interest rates.
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Japan has finally ended a decade or more of a monetary policy experiment that eventually broke the country’s long bout of debilitating deflation and returned price pressures across the economy.
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The Australian sharemarket surged 1.8% on Wednesday, driven by unexpectedly low inflation figures, quashing expectations of a rate hike.
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There’s a big warning hidden in June’s seemingly strong retail sales figures (ending the 2023-24 financial year) from the Australian Bureau of Statistics for investors and those urging the Reserve Bank to lift rates because inflation is too high.
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The Chinese economy is not in a healthy position, judging by another set of gloomy official activity surveys across the economy for July.
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A very different tone to the June sales report from Toyota compared with the upbeat March when the company revealed record global sales for the year to March 31 (the end of the company’s financial year).
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Fund Manager Chris Pedersen discusses Orora, Mineral Resources and Generation Development Group.
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Amy Dickinson – Event Manager – Equity Events is a Brisbane based company which specialises in organising investment events for the mining, energy, exploration and industrial sectors.
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A snapshot of the stocks on the move, featuring Jindalee Lithium (ASX:JLL), Algorae Pharmaceuticals (ASX:1AI) and Canyon Resources (ASX:CAY).
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Australian annual inflation increased to 3.8% in the June quarter, aligning with market expectations.
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Man cannot live by beer alone, and the Grog Group certainly can’t survive off the back of big rises in sales of its legendary Guinness products – even if the big gainer was no-alcohol Guinness (which seems a contradiction in terms).
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Rio Tinto (ASX:RIO) delivered a flat result for the six months to June and maintained its interim dividend for shareholders despite stronger copper returns.
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Once again US job vacancies have confounded forecasts from economists and analysts who were looking for a slide in the number of openings.
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It was a rough day for iron ore companies on Wednesday. After the unsettling sale of $1.9 billion worth of Fortescue (ASX:FMG) shares, global prices dipped below the US$100 a tonne mark for the second time in a week.
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The Nasdaq was the worst performing index as investors prepared for quarterly results from the big tech names.
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DroneShield's CEO Oleg Vornik discusses the company's impressive share price surge and its cutting-edge counter-drone technology. He also highlights DroneShield's diverse revenue streams and expanding presence in global markets.
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Jeffrey Schulze, Managing Director of ClearBridge Investments, shares insights on the US markets, discussing interest rates, catalysts for the rotation out of tech and the Magnificent Seven and the durability of the move into small caps.
Read MoreThe Nasdaq was the worst performing index as investors prepared for quarterly results from the big tech names.
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The stock market reaction (after hours, it must be said) to Microsoft’s quarterly results, with higher revenue and earnings, should make you wonder if you’ve wandered into the stock market version of Alice Through the Looking Glass.
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African-focused gold miner, Perseus (ASX:PRU), is looking for another solid year after seeing gold production top half a million ounces for the year to June, with revenues likely to be well over US$1.3 billion.
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IGO (ASX:IGO), the Perth-based lithium and waning nickel miner, is intensifying its strategy revamp ahead of its reveal in late August.
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Wealthy families and individuals concerned about US government debt levels likely drove a record surge in gold demand during the second quarter, according to an industry report, pushing the price to all-time highs this year.
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Immutep Limited (ASX:IMM) CEO and Executive Director Marc Voigt discusses Phase III design for a trial in non-small cell lung cancer, positive results in head and neck cancer, and clearance for a Phase I study in autoimmune diseases.
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As we reported two weeks ago, BHP (ASX:BHP) has gone ahead with a deal with Canada’s Lundin Mining to take control of two South American copper projects.
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The Australian share market declined on Tuesday, primarily driven by a sharp sell-off in mining giants, particularly Fortescue Metals. The benchmark S&P/ASX 200 Index fell 0.5%, with the materials sector leading losses. Investor caution ahead of key economic data releases also contributed to the market's downturn.
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China held a two-day gold conference last week that skated over the big issue in the room—whether the country’s central bank has returned to buying the precious metal after two months on the sidelines due to high prices.
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Santana Minerals (ASX/NZX:SMI) has announced promising drill results from its ongoing exploration at the Bendigo-Ophir gold project. The company is advancing towards a Pre-feasibility Study (PFS) for the project.
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Roger Cressey – Executive Director, Commercial & Operations – Gold Hydrogen (ASX:GHY) specialises in natural power from hydrogen, a sustainable form of natural gas harvested in Australia.
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Andrew Penkethman – CEO & Managing Director – Ardea Resources (ASX:ARL) is an ASX-listed nickel resources company, with a large portfolio of 100%-controlled West Australian-based projects.
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Dr Mark Cooksey – CEO & Managing Director – ABx Group (ASX:ABX) is a uniquely positioned, Australian company delivering materials for a cleaner future. The two current areas of focus are the creation of an ionic adsorption clay rare earth project in northern Tasmania and the establishment of a plant to produce hydrogen fluoride and aluminium fluoride from recycled industrial waste, to replace imports (ALCORE).
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Brendan Bradley – Managing Director – DevEx Resources (ASX:DEV) is an exploration company with a diversified portfolio of high-quality projects spanning some of Australia’s best endowed mining regions.
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Dave O'Neill – Managing Director – American West Metals (ASX:AW1) ) is an Australian clean energy mining company focused on growth through the discovery and development of major base metal mineral deposits in Tier 1 jurisdictions of North America.
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Cristian Moreno – Managing Director – Torque Metals (ASX:TOR) is an exploration company with a proven discovery methodology, combining drilling results with machine learning algorithms and geological interpretation.
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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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