Dr Michael Baker – CEO and Managing Director – Arovella Therapeutics Limited (ASX:ALA) is a biotechnology company focused on developing its unique iNKT cell therapy platform to treat cancer.
Read More
Steve Promnitz – Managing Director – QX Resources Limited (ASX:QXR) is focused on exploration and development of battery minerals, with hard rock lithium assets in a prime location of Western Australia, lithium brine project in the USA, copper/moly/gold assets in Queensland and a strategic investment in nickel sulphides in Sweden.
Read More
Nicholas Smedley – Chairman – Findi Limited (ASX:FND) is a fintech company with operations principally located in New Dehli, India. The company's payments services are a dynamic offering tailored to one of the world’s largest and fasted-growing addressable markets.
Read More
Each week The Last Word will offer a review of the week's events and it's impact on the stock market.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
At noon, the S&P/ASX 200 is 1.23 per cent lower at 7,938.90, due to losses in the banking, mining, and technology sectors.
Read More
Prospects for USA rate cuts in September has generated greater focus on interest rate sensitive sectors and securities driving momentum for small caps and real estate . Meanwhile, domestically, markets await the August reporting period to provide greater clarity on the investment outlook as we comment on Dexus Group (ASX: DXS), Lifestyle Communities (ASX: LIC) and Qualitas Real Estate Income Fund (ASX: QRI).
Read More
The key banking regulator, APRA, thinks Westpac’s (ASX:WBC) behaviour has improved, so it has halved the $1 billion capital penalty imposed in 2019 in two tranches.
Read More
Listed jeweller Michael Hill International (ASX:MHJ) is facing a significant decline in earnings for the year ending June, according to an update released late Thursday evening.
Read More
If media and other reports are accurate, the European Union’s attempts to impose significant tariffs on imports of Chinese-made electric vehicles are encountering difficulties on two fronts.
Read MoreAstron Corp – NMC – 19 July 2024 – 12:00pm
Read MoreDevEx Resources – NMC – 19 July 2024 – 11:30am
Read More
Some analysis of the health of China’s depressed property sector in June attempted to suggest (almost desperately) that there was a hint of improvement in the data from the National Bureau of Statistics.
Read More
A snapshot of the stocks on the move, featuring Flynn Gold, Metalicity and Argosy Minerals.
Read MoreAlligator Energy – NMC – 19 July 2024 – 11:00am
Read MoreLake Resources – NMC – 19 July 2024 – 11:15am
Read MoreTrue North Copper – NMC – 19 July 2024 – 10:30am
Read MoreCarnaby Resources – NMC – 19 July 2024 – 10:15am
Read MoreNew World Resources – NMC – 19 July 2024 – 9:45am
Read MoreBlack Cat Syndicate – NMC – 19 July 2024 – 9:30am
Read MoreAusgold Ltd – NMC – 19 July 2024 – 9:15am
Read MoreVHM Limited – NMC – 19 July 2024 – 11:45am
Read MoreKeynote Address | Matthew Herring – 19 July 2024 – 9:00am
Read MoreQPM Energy – NMC – 19 July 2024 – 12:30pm
Read MoreGBM Resources – NMC – 19 July 2024 – 10:00am
Read MoreGold Hydrogen – NMC – 19 July 2024 – 12:15pm
Read More
On Thursday, US stocks declined as investors continued to reduce positions in high-flying technology stocks and took profits from recent gains in other sectors.
Read More
Despite solid production and sales performance for the six months ending in June, Yancoal Australia (ASX:YAL) is facing a 25% revenue decline due to weaker global prices.
Read More
Netflix has again surprised doubters by revealing better-than-expected numbers for its second quarter.
Read More
Evolution Mining (ASX:EVN) is poised for a stellar year, despite missing its gold production guidance.
Read MoreAmerican West Metals – NMC – 18 July 2024 – 4:45pm
Read MoreBlack Rock Mining – NMC – 18 July 2024 – 4:30pm
Read MoreInvestigator Resources – NMC – 18 July 2024 – 4:15pm
Read MoreAtlantic Lithium – NMC – 18 July 2024 – 4:00pm
Read More
More than 50,000 people found work last month, the Australian Bureau of Statistics said on Thursday.
Read MoreRenascor – NMC – 18 July 2024 – 3:45pm
Read MoreAeris Resources – NMC – 18 July 2024 – 3:30pm
Read MoreDiatreme Resources – NMC – 18 July 2024 – 3:00pm
Read MoreKeynote Address – Michael Knox – 18 July 2024 – 1:25pm
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. |
|
