Gold futures edged higher on Friday night in US trading as traders picked up on the emergence of low level concerns about Argentina and corporate debt, and the continuing tensions in Ukraine and Gaza.
Read MoreDespite a late attempt by the market to finish firmer, local shares slipped on the close to end in the red for the second session. The All Ordinaries Index (XAO) fell 0.08 per cent, wh ile volume was light ahead of key reports later this week.
Read MoreBy the closing bell on Monday the ASX200 shed 6.1 points or -0.11% on volume of $1.7 billion, closing at 5577.4.
Read MoreSteven Daghlian provides a mid-session financial market update.
Read MoreHere’s the one retail manager that Woolworths, struggling with its costly foray in hardware, should have kept.
Read MoreSteven Daghlian provides a mid-session financial market update.
Read MoreMacquarie Group (MQG) shares fell 3% yesterday after the company surprised with a weak trading update at the company’s AGM in Sydney.
Read MoreInsurance Australia Group (IAG) confirmed yesterday that the warm dry weather across much of the East Coast and the absence of any large natural disasters (earthquakes, cyclones and storms floods) would generate record earnings for the year to June.
Read MoreNewcrest Mining (NCM) shares took a hammering yesterday as the country’s biggest gold miner revealed a surprising second multi-billion dollar writedown in nearly 13-months.
Read MoreGood news and bad news from three of our major export markets yesterday.
Read MoreSteven Daghlian provides a mid-session financial market update.
Read MoreBy the close on Friday the S&P/ASX200 lost 4.3 points or -0.08% on volume of $5.1 billion, closing at 5583.5.
Read MoreAlligator Energy is an advanced uranium explorer with a focus on the Alligators River Uranium Province in the Northern Territory. The company is now targeting world-class +100M lb uranium deposits as part of a revamped strategy.
Read MorePost GFC, there is a renewed awareness of the volatility of markets and the need to diversify investments to hedge against it.
Read MoreThe ASX 200 up only a few points. The energy & mining sectors held back but gain in all other sectors. Ahead of Chinese July "Flash" PMI report.
Read MoreThe Reserve Bank of New Zealand has imposed another check to the possibility of an inflation break out across the Tasman with its fourth rate rise this year this morning.
Read MoreBKI Investment (BKI), a listed investment company (LIC) associated with the Brickworks-Washington H South Pattinson group of companies dominated by the Millner family, has joined the list of LICs reporting solid results for the year to June 30.
Read MoreAugust 19 is the next big date for BHP Billiton (BHP) and its tens of thousands of shareholders, large and small.
Read MoreWell, with the frothing and fretting about inflation after yesterday’s June quarter Consumer Price Index data, there’s one forecast that can be easily made about inflation – that one is that there will be a sharp fall in the next CPI for the current September quarter.
Read MoreThe Australian market closed higher again today boosted by the better than expected “Flash” Chinese manufacturing data for July.
Read MoreAt the end of the session on Thursday the S&P/ASX200 gained 11.1 points or +0.20% on volume of $3.3 billion to close at 5587.8.
Read MoreInvestors in Australian interest rate securities are likely to come across inflation-linked bonds but may not know what they are or how they differ to non-inflation-linked bonds. As part of its regular programme of issuance, the Australian Office of Financial Management (AOFM) routinely issues inflation linked government bonds. The following article aims to highlight the core things investors should know about inflation-linked bonds.
Read MoreAfter a solid session on Wall Street the Australian market opened higher. Our market boosted by positive quarterly numbers from BHP and money going back into the banking sector.
Read MoreBHP Billiton (BHP) reported record figures for four commodities, including iron ore and coal, two of its staple products, and 12 of its global mining empire, according to the June quarter and financial year operations report released this morning.
Read MoreListed investment company, AMCIL (AMH), has sold its holdings in some of the biggest companies on the ASX, such as the ANZ and Woodside to refocus its investment portfolio on small to medium stocks.
Read MoreNetflix, the video streaming service that’s changing the world of broadcast media, has had a very profitable second quarter.
Read MoreOil Search (OSH) yesterday released its second-quarter production report, and investors liked what they saw. The report shows the company, like rivals Woodside (WPL) and Santos (STO), is benefitting from an upturn in production and prices for some products.
Read MoreFive years of market reporting and disclosures by gold miner Newcrest Mining (NCM) will be probed in court if a class action launched by a listed law company makes it to court.
Read MoreToday was a solid day for the markets and investors at last we saw the market putting some good runs on the board and the ASX 200 hit a new 6 year high.
Read MoreBy the close on Wednesday’s the S&P/ASX200 gained 33.4 points or +0.60% on volume of $3.7 billion, closing at 5576.7.
Read MoreNote: This article was originally published on Oliver’s Insights on 22 July 2014 and has been republished with permission from the original author.
Read MoreThe ASX 200 finished at 6 year high yesterday but is today coming under selling pressure in very light trade.
Read MoreAustralian Foundation Investment Co (AFI), the country’s biggest listed invest company (LIC) has started the process to boost its war chest for the coming year as it searches for new investment opportunities.
Read MoreThe damage done to the revenues of iron ore exporters by the global slump in prices in the June quarter was there for everyone to see in yesterday’s production and exploration report for the three month period from Arrium (ARI), which ships ore from its mines near its steel plant in Whyalla, South Australia.
Read MoreAustraland (ALZ) was again the first real estate investment trust to produce an earnings report for the June 30 period yesterday, and it will probably the last time its occupies that industry- leading position on the ASX with the $2.5 billion takeover by a Thai-controlled Singapore company heading for success.
Read MoreShares in stricken drilling contractor, Boart Longyear (BLY) surged (yes surged) yesterday after the company’s credit rating was again downgraded – this time by Standard & Poor’s.
Read MoreIt was another very quiet day on the Aussie market with total market turnover only at 2 Billion shares well down own the daily average. Investors nervous about entering the market at present and larger investors sitting the day out from trading ahead of tomorrow’s June quarter inflation numbers (CPI).
Read MoreBy the close on Tuesday the S&P/ASX200 added 3.4 points or +0.06% on volume of $2.7 billion, closing at 5543.3.
Read MoreTensions reduced but concern over Gaza attack still lifting oil – AUD/USD very quiet ahead of Wednesday’s CPI (June Qtr. 2014 – inflation) release.
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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. |
DOWNLOAD RESEARCH REPORT
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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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