Quantum Brilliance CEO Mark Luo discusses how his company is pioneering quantum computing with synthetic diamonds, offering a miniaturised and energy-efficient alternative. He highlights the company's rapid growth since its spin-out from the Australian National University, its unique approach to quantum technology and the enormous commercial potential of quantum at the edge.
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The Australian sharemarket briefly touched a new record high on Monday, mirroring a surge in US stocks. Banks and gold stocks led the gains, while energy and health sectors lagged. At the closing bell, the S&P/ASX 200 was 0.27 per cent higher at 8,121.60, driven by optimism about a potential interest rate cut by the Federal Reserve
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China's new home prices fell at the fastest pace in more than nine years in August, official data showed over the weekend, as central government measures continue to fall short of providing stability for the collapsing property sector.
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From an all-time high earlier this month to the longest fall in 15 years, Berkshire Hathaway and Warren Buffett have experienced the highs and lows of stock market life over the past 12 days.
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As world gold prices hit new highs, Westgold Resources (ASX:WGX) has revealed a significant rise in forecast production and a drop in costs.
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A snapshot of the stocks on the move, featuring Immutep (ASX:IMM), Lepidico (ASX:LPD) and Mithril Silver and Gold (ASX:MTH).
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At 11:35am, the S&P/ASX 200 is 0.37 per cent higher at 8,130.20, buoyed by a rally on Wall Street driven by gains in tech and gold stocks.
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Investors have significantly raised their expectations for a half-percentage-point interest rate cut by the Federal Reserve next week, as the central bank prepares to reduce borrowing costs for the first time in over four years.
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The impending sale of Anglo American's Australian coal portfolio is poised to be one of the most significant transactions of the year, offering a crucial barometer for industry sentiment on the future of steel production and its supporting commodities. The sale is expected to provide valuable insights into the sector's outlook, particularly for metallurgical (met) coal, a key component of steel production.
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Oil prices have dropped sharply from their year-long trading range as investors grow increasingly concerned about weakening demand from the world’s largest economies. Brent crude, which had been fluctuating between $73 and $92 since last October, fell to $68.68 on Tuesday—the lowest since December 2021. The decline follows a report showing that China’s oil imports are still trailing behind last year’s levels, amplifying worries over global demand.
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There are things that the struggling casino group, Star Entertainment (ASX:SGR), can’t afford financially (having lost any moral claims), and one of those is losing its Sydney casino licence or facing a hefty fine.
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US equity indexes closed higher on Friday as markets looked ahead to the Federal Reserve's latest monetary policy decision, due this week. The Dow and the Nasdaq both rose 0.7%, reaching 41,393.8 and 17,684, respectively, while the S&P 500 gained 0.5%, closing at 5,626.
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Iron ore prices are expected to come under more pressure today after a surprise slump in China's crude steel output in August.
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US stocks surged on Friday, with the S&P 500 and Nasdaq Composite securing their strongest week of 2024, buoyed by anticipation for an upcoming Federal Reserve rate cut.
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The ASX is expected to see a modest rise this morning, as local investors are aware that no one will pay much attention to what happens here until the Fed announces its decision on US rates at 4 am Thursday morning, Sydney time.
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There are more signs of the Chinese economy’s growing stagnation, with another round of sluggish data for August.
Read MoreUS stocks surged on Friday, with the S&P 500 and Nasdaq Composite securing their strongest week of 2024, buoyed by anticipation for an upcoming Federal Reserve rate cut.
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Oil’s Hurricane Francine price blip won’t last past Monday, despite what energy market hopefuls might wish for.
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After the European Central Bank opted for a 0.25% rate cut last week, this week brings four major central bank interest rate decisions from the Fed, the Bank of England, the Bank of Japan, and the People's Bank of China.
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Gold prices soared to new all-time highs on Friday as the US dollar weakened in the lead-up to this week’s anticipated rate cuts.
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Each week The Last Word will offer a review of the week's events and their impact on the markets.
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Peter McGrath – CEO & Managing Director – Comms Group Limited (ASX:CCG) provides integrated communications and technology solutions, including cloud-based phone systems, data networking and managed IT services.
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Michael Kotsanis – CEO & Managing Director – Acrux Limited (ASX:ACR) is a speciality pharma company with a successful track record of commercialising topically applied pharmaceuticals.
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Jonathan Fisher – CEO – Cauldron Energy Limited (ASX:CXU) is an exploration and development company focussed on exploring for and identifying minerals critical to a cleaner planet. Cauldron has a diversified portfolio of projects and has already achieved exploration success at its Yanrey Uranium Project.
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Control Bionics Limited (ASX:CBL) CEO Jeremy Steele provides an overview of the company, discussing its suite of augmentative and alternative communication products.
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Australian shares continued their upward trajectory, following Wall Street's rally, driven by rising commodity prices in the energy and mining sectors. At 11:30am, the S&P/ASX 200 is 0.53 per cent higher at 8,118.90, close to its all-time high.
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A snapshot of the stocks on the move, featuring Mako Gold (ASX:MKG), Labyrinth Resources (ASX:LRL) and Perpetual Resources (ASX:PEC).
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Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.
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US stocks rallied overnight as investors continued to shrug off a rocky start to September and snapped up tech stocks in anticipation of a Federal Reserve rate cut next week.
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Believe it or not but gold futures are within $US15 of topping the $US2,600 mark as prices lurched upwards on Thursday.
Read MoreUS stocks rallied overnight as investors continued to shrug off a rocky start to September and snapped up tech stocks in anticipation of a Federal Reserve rate cut next week.
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A second rate cut in Europe and one next week for the US – the pace of central bank policy easings is accelerating.
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For the second time in five years, Nine Entertainment (ASX:NEC) has lost its CEO with the taint of non-financial issues hanging over the company.
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Thursday, we learned about impairment losses from Brickworks and its 43% shareholder, Washington H Soul Pattinson, related to their brick-making and masonry businesses in Sydney and the U.S.
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Australian shares rose shortly after the market opened, driven by broad gains led by the tech and energy sectors, mirroring a rally on Wall Street. At 11:35am, the S&P/ASX 200 is 0.7 per cent higher at 8,043.80, approaching its all-time high of 8148.7 set in August.
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A snapshot of the stocks on the move, featuring Locksley Resources (ASX:LKY), MTM Critical Metals (ASX:MTM) and Battery Age Minerals Ltd (ASX:BM8).
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Fund Manager Chris Pedersen discusses ASX Ltd (ASX:ASX), Endeavour Group Ltd (ASX:EDV) and Platinum Asset Management Ltd (ASX:PTM).
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RocketDNA Limited (ASX:RKT) CEO Christopher Clark discusses how the company's AI-powered drones are revolutionising data services for sectors like mining and public safety.
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Nicholas Chaplin, Director & Portfolio Manager of Seed Funds Management, critiques APRA's proposal to phase out Additional Tier 1 (AT1) bonds, suggesting it could undermine the stability of Australian banks and leave retail investors exposed.
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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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