Has a deal involving Santos (STO) and a major gas supply contract to Alcoa’s Western Australian operations pre-empted a review the aluminium giant announced on Friday night of its global smelting and refining businesses?
Read MoreUS sharemarkets rallied on Monday as M&A activity spurred buying. Apple announced details of the iWatch – to be released on April 24 and range from $349 to $10,000.
Read MoreThe ASX 200 has closed up just 2 points, held back by falls in the mining and energy sectors. IT stocks were the standout, jumping 1 percent, while the Consumer Discretionary sector was hit the hardest, falling 1 percent.
Read MoreThe ASX 200 is down 0.9 percent, hurt by heavy falls in the materials and financial sectors. Investors remain cautious with expectations the US Feb may raise rates sooner rather than later, following the release of better-than-expected jobs data.
Read MoreNow for a big rumble in markets across Asia today, starting with the US after Wall Street staged its now usual sell-off ahead of a looming change of Fed monetary policy.
Read MoreAustralian jobs figures on Thursday and the important housing finance data out Wednesday are the most important data releases here this week. Elsewhere, Chinese economic and inflation data for February will be released, while in the US and Europe it will be a much quieter week.
Read MoreAnother set of confusing trade data from China has again raised questions about the performance of the country’s economy.
Read MoreNot content with dealing with a slide triggered by the very strong US jobs report for February, local investors will have to take account of a new record low for iron ore on Friday night when trading resumes on the ASX this morning.
Read MoreUS sharemarkets fell on Friday as investors feared that strong job growth could lead to an earlier-than expected rate hike. US non-farm payrolls (employment) rose by 295,000 in February, above forecasts of a 240,000 lift in jobs.
Read MoreThe ASX 200 has tumbled 1.3 percent with every sector finishing weaker. Investors were cautious amid expectations the US Federal Reserve may raise rates sooner rather than later.
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European QE is finally here – better late than never. Importantly, Mario Draghi has left the door open to “do whatever it takes” as far as quantum goes. Euro currency debasement will likely be a feature for several years to restore competitiveness.
Read MoreWatch iron ore stocks today on the ASX, they will come under more pressure after the world spot price dipped under $US60 a tonne in a brutal 4.5% slide.
Read MoreAs was widely forecast, Premier Li Keqiang yesterday lowered China’s 2015 growth target to “around 7%”, down on the 7.4% growth rate reported for 2014 which was the lowest in 24 years.
Read MoreYesterday’s big refunding deal from Fortescue Metals Group (FMG) failed to move investors, but when complete in a couple of weeks time, it will go a long way to easing an emerging concern about the company’s debt burden over the next five to eight years.
Read MoreNo wonder investors treated with caution yesterday’s announcement from Woodside Petroleum (WPL) that the competition regulator, the ACCC, had given it the go ahead to buy Apache’s WA gas and oil assets.
Read MoreWall Street ends choppy session in positive territory ahead of Friday’s employment report. Overnight, the ECB announced a trillion-dollar plan to buy government bonds and other debt.
Read MoreThe local share market has finished down 0.10 percent held back by falls in the materials sector which slumped 1.1 percent. A recovery in the banking sector helped the market close off the day’s lows.
Read MoreLate last year I suggested the Reserve Bank of Australia “may well cut interest rates in the new year”, though with hindsight I was not strong enough with my view. The glory in making such a bold call went to other economists such as Bill Evans at Westpac.
Read MoreWe recently reviewed the crude oil market as it relates to the persistent battle between ‘conventional’ oil producers (like OPEC) and ‘unconventional’ oil led by US shale producers.
Read MoreThe ASX 200 is down 0.5 percent, weighed down by heavy falls in the resources sector. Financials are also trading weaker, with the sector down 0.4 percent.
Read MoreNote: This article was originally published on Oliver’s Insights on March 4 2015 and has been republished with permission from the original author.
Read MoreThe ASX 200 is trading weaker for a third straight day, falling 0.3 percent. The materials sector is the biggest drag on the market, down 1 percent.
Read MoreUS sharemarkets fell for the second consecutive session on Wednesday. The healthcare sector was one of the few bright spots following a Supreme Court hearing which may lean towards the Obama administration’s Affordable Care Act.
Read MoreIf Myer (MYR) shareholders want to get an idea about what it will take to restore the department store to health, take a look at Metcash (MTS) which is in the midst of a lengthy, five year turnaround attempt.
Read MoreConfirmation yesterday that the economy continues to stagger along in low gear, not going anywhere, except sliding lower as 2015 goes on.
Read MoreAustralian investors with a taste for rural investments will have a chance to get their hands on a new play in rice in coming months with the decision by the rice export monopoly SunRice to list on the ASX in a limited fashion.
Read MoreThe ASX 200 has finished up 2 points. The Consumer Staples is the strongest sector, rallying by 1.34%, while the Materials is the weakest, losing 0.39%.
Read MoreThe ASX 200 is down 0.4% held back by falls from the banks and miners. Data released this morning showed the Australian economy grew by 0.5% in the Dec Qtr and by 2.5% in 2014, slightly worse than market expectations.
Read MoreAustralia is a privileged member of an elite club. It is one of only nine countries that have the highest AAA or equivalent credit rating from all three major credit rating agencies.
Read MoreBrisbane-based insurer and banking group Suncorp (SUN) has effectively cut its 2014-15 profit forecast after yesterday revealing a larger than expected cost from Cyclone Marcia’s sweep through central Queensland last month.
Read MoreAhead of the Reserve bank decision yesterday (non-decision really), we got the final data release ahead of today’s 4th quarter national accounts and GDP figures, and more early figures for January on how the economy started 2015.
Read MoreNo rate rise from the Reserve Bank yesterday, upsetting all those pundits who were forecasting a second reduction to go with the surprise chop in February.
Read MoreUS sharemarkets fell from record levels on Tuesday. Disappointing auto sales weighed on stocks of major producers. At the close of trade, the Dow Jones was down by 85 points.
Read MoreThe ASX 200 has lost 0.5 percent, closing near the day’s lows. The materials sector was the biggest drag on the market, slipping 1 percent.
Read MoreThe ASX 200 is being boosted by strong gains in the financial sector. However, a sell-off in resource stocks is preventing the market from climbing higher.
Read MoreUS sharemarkets rose on Monday with the Nasdaq above 5,000 points in the session for the first time in 15 years. Investors mulled mixed economic data but looked ahead to pivotal jobs data later in the week.
Read MoreThe stockmarket boom of the first two months of the year is set to continue into the second trading day of March after another surge offshore, especially in the US, on top of yesterday’s 0.6% jump to new seven year highs.
Read MoreBesides what he says about banks, brokers and succession, not to mention deals and bargains, its the share investments of Berkshire Hathaway which attracts interest from investors large and small.
Read MoreShares in mining services group Orica (ORI) jumped 4% yesterday on the long awaited confirmation that it had completed the sale of its weakly performing chemicals business and will run a share buyback of up to $400 million.
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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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