The sharp fall of the Hong Kong stock market reflects the reception of China's 2024 economic agenda by markets following its presentation on the opening day of the country’s National People’s Congress.
Read MoreUS stocks fell for a second session Tuesday, as steep declines in major tech names such as Apple dragged the broader market further from the record highs recently reached.
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Australian shares experienced a slight decline on Tuesday, marking the second consecutive session of losses, although gains in healthcare and gold stocks partially offset broader market declines.
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Chariot Corporation Limited (ASX:CC9) Managing Director Shanthar Pathmanathan discusses reasons behind the company's expansion of its Black Mountain holding.
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Shareholders in Azure Minerals (ASX:AZS), excluding SQM of Chile and Hancock Prospecting of Perth, will vote to approve the $3.70 per share offer from the duo.
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For yet another year, China has issued what amounts to a wish list of economic targets for the economy in 2024.
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For yet another year, China has issued what amounts to a wish list of economic targets for the economy in 2024.
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Bitcoin has reached a two-year high, nearing its all-time peak of $68,999.99, following a 50% surge this year, fueled by the approval of spot bitcoin exchange-traded funds by US regulators.
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A snapshot of the stocks on the move, featuring Dynamic Metals (ASX:DYM), Alara Resources (ASX:AUQ) and Fin Resources (ASX:FIN).
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Albemarle is looking to raise more than $US2.1 billion (over $A3.2 billion) in a share issue to investors as it seeks to maintain high levels of liquidity to ride out the current downturn in demand for lithium and the concurrent price slide.
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US stocks retreated Monday despite a rallying group of technology stocks tied to the artificial intelligence boom.
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World gold prices surged strongly on Monday, leaping back over $2,100 an ounce on Comex in New York. Silver prices also rose sharply as analysts struggled to pinpoint a driving factor for the strong gains.
Read MoreThe S&P 500 headed for a new record high on Monday, boosted by a group of outperforming technology stocks tied to the artificial intelligence boom.
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The ASX declined in its first session of the week, with the S&P/ASX 200 closing 0.1% lower amid concerns over upcoming GDP figures, particularly after a larger-than-expected decline in inventories, while real estate stocks rose 1.3% and gold stocks rallied on increased gold prices.
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04 March 2024 – Chariot Corporation (ASX:CC9) has significantly increased the footprint of its Black Mountain project through the acquisition of 218 contiguous claims, representing a 206% increase in project tenure area.
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Business inventories wield considerable influence over GDP growth, often introducing unpredictability into economic forecasts.
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Home building has begun 2024 weakly. According to January approvals figures from the ABS released on Monday, they dropped to their lowest monthly level in 11 years.
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Foreign bids for Australian companies continue to surge, with significant offers on the table. Saint-Gobain has bid $4.3 billion for CSR, while Japan's Renesas proposes $9.1 billion for Altium. Additionally, there's a $US1.6 billion Indonesian-Australian offer for Illawarra Coal.
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04 March 2024 – Australian real estate and tech stocks are the best performing after the tech-heavy Nasdaq Composite and S&P 500 closed at record highs on Friday 16,274.94 and 5137.08, respectively. Fresh US manufacturing data on Friday added to hopes the Federal Reserve will begin cutting rates in the first half of this year.
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A snapshot of the stocks on the move, featuring Lake Resources N.L. (ASX:LKE; OTC:LLKKF), Genex Power Limited (ASX:GNX) and St Barbara (ASX:SBM).
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Andrew Penkethman – Managing Director and CEO – Ardea Resources (ASX:ARL) is advancing its flagship 100%-owned Kalgoorlie Nickel Project (KNP). KNP is the largest Nickel–Cobalt resource in Australia and in the top 10 globally, making it of a scale that is incredibly rare and important in the World’s journey to Net Zero. KNP was awarded Major Project Status by the Australian Federal Government, recognising the national and strategic significance of the KNP to the Australian economy and the Eastern Goldfields of Western Australia.
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Dean Tuck – Managing Director – Dreadnought Resources (ASX:DRE) is a highly active West Australian mineral explorer focused on finding the metals needed now and in the future.
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Sean Gregory – Managing Director – Sarytogan Graphite (ASX:SGA) through its 100% owned subsiduary company, Ushtogan LLP, is the 100% owner of the Sarytogan Graphite Project. The Sarytogan Graphite Project is located in the Karaganda region of Central Kazakhstan and the exploration concession covers 70 km2. As its name suggests, the Sarytogan Graphite Project is prospective for graphite and a meaningful initial JORC compliance resource has already been delineated on the project.
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Andrew Radonjic – Managing Director – Venture Minerals (ASX:VMS) is dedicated to discovering and developing world-class mineral deposits to meet global demand for critical minerals vital to the green energy transition.
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China's National Congress this week will consider a new law that will make it next to impossible for economists, journalists, analysts, or researchers, let alone foreign companies, to accumulate data and statistics in China.
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The Nasdaq Composite rose to an all-time high Friday, surpassing its 2021 record, as investors bet that megacap technology stocks were the best way to play slowing inflation and a coming artificial intelligence boom.
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As expected, Saudi Arabia will try to maintain upward pressure on oil prices by extending its production cap until the end of June. The Saudi government’s news agency announced on Sunday that the country will extend its voluntary crude production cut of 1 million barrels a day until the end of the second quarter. Saudi Arabia's Ministry of Energy stated that the country’s crude production will be approximately 9 million barrels per day until the end of June.
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Back to the economy this week in Australia, after being absorbed in February by the December reporting season here and in the US, especially the rise in AI-related stocks led by Nvidia.
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While the December quarter national accounts and GDP numbers will dominate local markets this week, even that important data will take a backward seat to the February US jobs report on Friday.
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Three prominent US companies have recently surpassed the remarkable milestone of a $2 trillion market value each. This achievement underscores their significant influence and position within the global economy.
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Iron ore prices slid to four-month lows in Asian markets on Friday, setting up another weak start for the sector Monday morning and warning that the weak state of activity in the Chinese economy could finally be catching up with the resilient iron ore sector.
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Quietly, an American appeals court has given a new lease of life to the chances of a new copper mine in Arizona, promoted by Rio Tinto and BHP for years. However, there’s still a long way to go, and there is no certainty the mine will ever be built despite this favorable ruling.
Read MoreThe Nasdaq Composite rose to an all-time high Friday, surpassing its 2021 record, as investors bet that megacap technology stocks were the best way to play slowing inflation and a coming artificial intelligence boom.
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Shaw and Partners Chief Investment Office Martin Crabb discusses the leading indicators for equity markets, financial conditions and central banks.
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James Brennan – CEO – Linius Technologies (ASX:LNU) is the only solution that puts the viewer in complete control of their viewing experience, enabling each viewer to ‘deep-dive’ into the content and create their own ‘hyper-personalised’ compilation videos.
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Brent Barnes – CEO & Managing Director – LBT Innovations (ASX:LBT) is a groundbreaking designer of advanced technology solutions for the medical industry.
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Jennifer Chow – CEO & Managing Director – Chimeric Therapeutics (ASX:CHM) is a clinical-stage cell therapy company focused on bringing the promise of cell therapy to life for more patients with cancer.
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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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01 March 2024 – At the open, Australian shares, led by gains in the technology and resources sectors, reached a record high of 7733.2 points, rising by 0.2 per cent, with optimism fueled by expectations of central bank rate cuts in 2024. At 11:30am, the S&P/ASX 200 is 0.03 per cent higher at 7,700.80.
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A snapshot of the stocks on the move, featuring Chariot Corporation (ASX:CC9), Hexagon Energy Materials (ASX:HXG) and European Lithium (ASX:EUR, FRA:PF8, OTC:EULIF).
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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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