BYD's export expansion continues, with the company revealing that its first potentially fleet of car carriers started its maiden voyage on Monday from Yantai Port in Shandong and Xiaomo Port in Shenzhen.
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The Dow Jones Industrial Average fell on Tuesday as rates ticked higher and Wall Street pored through the latest batch of fourth quarter earnings.
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Canada's First Quantum Minerals has announced significant cuts in its operations and spending as it grapples with the aftermath of losing its $US10 billion Cobre Panama copper mine due to a combination of government and court decisions.
Read MoreThe Dow Jones Industrial Average fell on Tuesday as rates ticked higher and Wall Street pored through the latest batch of fourth quarter earnings.
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On Tuesday, the Australian sharemarket experienced a significant decline, reaching a four-week low, as risk-off sentiment swept across all sectors, resulting in the S&P/ASX 200 dropping 1.1% to 7414.8 points, its lowest level since mid-December, mirroring the decline in the All Ordinaries index.
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European Central Bank (ECB) members are actively opposing the idea of a rate cut pivot, while U.S. investors observe the Federal Reserve's movements. However, a near recession in Germany raises questions about the ECB's potential course of action.
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Global investment firm Morgan Stanley & Co. International plc+ has released a new report highlighting the bullish outlook for the uranium market.
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A snapshot of the stocks on the move, featuring FireFly Metals Ltd (ASX:FFM), Olympio Metals (ASX:OLY) and Metals Australia Ltd (ASX:MLS).
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Australian equity markets opened weaker taking their lead from Europe after news of soft GDP numbers from Germany overnight.
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First Quantum Minerals halts Ravensthorpe nickel operation due to weak prices, adding to financial woes after $10B copper mine loss in Panama.
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Rio Tinto (ASX:RIO) sticks to 2024 goals as WA iron ore inches up. Market challenges navigated with modest production increase.
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European stocks closed lower Monday as US markets were closed for a holiday and investors in the region gear up for the World Economic Forum in Davos, Switzerland.
Read MoreEuropean stocks closed lower Monday as US markets were closed for a holiday and investors in the region gear up for the World Economic Forum in Davos, Switzerland.
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Regulated utilities are known for their ability to generate predictable returns regardless of market conditions. For this reason, we often describe utility stocks as the ‘lead in the keel’ of our infrastructure portfolios. They allow us to navigate volatile global equity markets with confidence.
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Aus shares closed flat, while Santos' NT gas project received the green light. Super Retail rallied on on a $2 billion sales update.
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In a significant legal victory for energy giant Santos, the Federal Court has ruled in favour of the company, allowing it to proceed with the construction of a crucial undersea pipeline essential to its $US4.3 billion Barossa gas project.
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Brisbane-based Cromwell Property Group has disclosed another significant write-down in the value of its Australian property assets for the six months ending December 31, 2023.
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Retail giant Super Retail Group is anticipating a somewhat subdued December half-year performance, revealing a modest 'record' sales achievement for the period on Monday.
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The negative forces impacting the EV sector intensified last week, with Tesla unveiling another round of start-of-the-year price cuts in the fiercely competitive Chinese market.
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Australian shares are trading lower ahead of Wall Street being closed for Martin Luther King Day.
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A snapshot of the stocks on the move, featuring Matsa Resources (ASX:MAT), BluGlass (ASX:BLG) and Pilbara Minerals (ASX:PLS).
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Microsoft reclaimed its position as the world's most valuable publicly traded company on Friday, surpassing Apple at the market close. This marked a shift in their ongoing competition, as Microsoft previously held the top spot in market cap a decade ago and in 2018, 2019, and 2020.
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The Dow Jones industrial Average slipped Friday as traders parsed through the first batch of fourth-quarter earnings and digested the second in a pair of closely watched inflation reports this week.
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The first significant earnings report cards from the end of 2023 for four of America’s six biggest banks mirrored the economy itself—resilient in places, weak in others, and marked by a big red warning flag.
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This week, we'll witness key events, including US consumer spending and China's release of its 2023 GDP data. In Australia, market attention will focus on job data, while Princess Mary's ascent to Queen of Denmark holds more significance for Australians than the Davos talkfest.
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U.S. markets observed a trading holiday on Monday due to the Martin Luther King public holiday, leading investors to exercise caution on Friday.
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Crude prices experienced a notable upswing driven by heightened concerns over potential disruptions to the oil supply chain, following the vow of fierce retaliation by Yemen's Houthi rebels against recent US and UK airstrikes. Additional strikes occurred over the weekend, intensifying market anxieties.
Read MoreThe Dow Jones industrial Average slipped Friday as traders parsed through the first batch of fourth-quarter earnings and digested the second in a pair of closely watched inflation reports this week.
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A lot of publicity this month surrounds China's BYD topping Tesla in the global new energy vehicle stakes in the final quarter of 2023. However, what was not widely discussed is the intriguing success story of Elon Musk's company in the world's toughest car market.
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Oil prices surged after the US and UK conducted airstrikes on Houthi rebel targets in Yemen in response to the group's attacks on ships in the Red Sea.
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Buried beneath the attention focused on the US Consumer Price Index release and Middle East events, a low-tier weekly figure highlights the enduring strength of the American job market, despite 11 rate hikes in 21 months.
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A snapshot of the stocks on the move, featuring Syrah Resources, DigitalX and Alma Metals.
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Stocks moved lower Thursday, shrugging off a fresh round of inflation data that reflected an uptick in consumer prices for December.
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Microsoft briefly usurped Apple to become the world's most valuable public company on Thursday. However, the iPhone maker recovered ground to end the session still just ahead.
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A timely reminder to markets: don't get too ahead of reality when it comes to US inflation. December's Consumer Price Index (CPI) revealed a higher-than-forecast reading.
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On Thursday, shares in the Australian stock market rose, with the S&P/ASX 200 gaining 0.5%, driven by a tech rally on Wall Street and the approval of bitcoin exchange-traded funds in the US.
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Australian shares are up 0.5 per cent by mid-afternoon, boosted by Wall Street's mega-cap tech stock rally and the approval of US bitcoin exchange-traded funds.
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Things are not looking good for the small Western Australia (WA) lead and silver miner, Galena (ASX:G1A), with a trading halt on Tuesday turning into a suspension until the end of January on Thursday.
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In a major development for the cryptocurrency market, Bitcoin surged past $47,000, and Ethereum jumped over 10% in value after receiving regulatory approval from the United States Securities and Exchange Commission (SEC) to launch spot bitcoin exchange-traded funds (ETFs). This decision is expected to unlock billions of dollars in inflows into the world's largest digital currency.
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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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