Credit markets around the globe have taken a battering recently, both in real terms and figuratively speaking. The world of credit is invariably described as ‘frozen', ‘crunched', or, see above, ‘battered'. And while these may be suitable adjectives for the US or European markets, in Australia it's hard to see how they apply.
Read MoreBHP Billiton's play for Rio Tinto has overshadowed the impact of the volatile commodities markets on its share price (and Rio's) in recent weeks.
Read MoreThe resources and infrastructure booms continue to boost economic activity, with no sign of an easing.
Read MoreAdelaide-based ABB Grain yesterday revealed it was continuing to diversify away from concentrating on barley and grains with a move deeper into the wool industry.
Read MoreAustralian luxury goods maker Oroton group says its first quarter performance is in line with expectations.
Read MoreLast night's ferocious rally in US equity markets has spread through the Australasian region today, providing relief for nervous investors.
Read MoreNational Australia Bank (NAB) announced today that it plans to buy Great Western Bancorporation, the holding company of the American Great Western Bank, for $900 million.
Read MorePrinting and media services company, PMP Limited (PMP) said on Thursday it had completed the acquisition of Times Printers (Australia) Pty Ltd (TPA) from Times Publishing Limited (TPL) of Singapore.
Read MoreShares in BlueScope rose up as much as 5.5% to $9.97 on Thursday after the company unveiled a blueprint which will focus on the company's Australian and New Zealand domestic business.
Read MoreGulf Mines (GLM) rose today after the minerals exploration company announced that it has entered into an option agreement with Queensland Industrial Minerals (QIM) to acquire an iron ore project near Bundaberg in QLD.
Read MoreBuilding materials company Brickworks Ltd says its first quarter earnings are down around 15% because of poor weather and tough conditions in the housing market, especially in NSW.
Read MoreWith private equity out of the game, sovereign wealth funds are starting to flex their muscles around the world. and Dubai's indicated a hunger for situations in the US and Asia.
Read MoreDespite an optimistic outlook for the second half, shares in Brisbane-based mining services group, Campbell Brothers were sold off yesterday by more than 2%.
Read MoreThe new ANZ Banking Group CEO, Mike Smith has joined retiring Westpac CEO, David Morgan in calling for the abolition of the four pillars banking policy to allow Australian banks to compete with a looming wave of competition from Asia.
Read MoreIn a market desperate for some good news, yesterday's revelation that the Abu Dhabi Investment Authority (ABIA) had invested US$7.5 billion in Citigroup was seen as a positive.
Read MoreBHP Billiton (BHP) fell today after its annual general meeting (AGM) in Adelaide where it said it will aggressively continue its takeover pursuit of Rio Tinto.
Read MoreIron ore explorer, Gindalbie Metals (GBG) said it maintains a positive outlook and will continue its transition into an iron ore company in the year ahead, despite some challenges in the past year.
Read MoreJames Packer's Publishing and Broadcasting (PBL) rose today after the company announced that the federal court had voted in favour of the PBL Scheme and Demerger Scheme.
Read MoreHere's several views on the new government and the economy.
Read MoreAmid all the hoopla around BHP Billiton, China and Rio, it's been a miserable start to the 2008 year for gaming giant, Tabcorp.
Read MoreZinifex is cashed up and looking to either spend via acquisitions or by way of capital return to shareholders.
Read MoreRio Tinto says it will lift this year's dividend 30% and spend $US3 billion on iron ore and diamond mines as it defends itself against the unwanted approach from BHP Billiton.
Read MoreBuilding products and investment company, Brickworks Limited (BKW), shares added 5 cents to $13.59 after it noted mixed first quarter results at today's annual general meeting due to tough market conditions.
Read MoreToday Symbion Health (SYB) announced that the Australian Tax Office (ATO) has ruled that it cannot benefit from scrip for scrip capital gains tax rollover relief in the $2.8 billion bid from private healthcare operator Healthscope (HSP).
Read MoreBeach Petroluem said on Tuesday it has discovered another oil field in the Parsons field located in West Cooper Basin, South Australia.
Read MoreTasmanian timber giant Gunns (GNS), which owns more than 60% of Auspine has launched an offer to acquire all remaining shares in the South Australian forestry company.
Read MoreNorfolk Group (NFK), an engineering and building services provider, fell 18cents to $2.01 despite posting a $8.8 million profit in its maiden half yearly result.
Read MoreThe global credit crunch has well and truly returned with the European Central Bank revealing plans to pump an unspecified amount of cash into money markets later today to relieve credit problems.
Read MoreThe market and investors will be very happy to use Friday's rebound in gold and copper prices as an opportunity to move back into commodity stocks
Read MoreAn important week for the future BHP Billiton- Rio Tinto merger.
Read MoreShares in gold explorer, Alchemy Resources (ALY) fell as much as 13% to 20 cents on the first day of trading.
Read MoreFrontier Resources (FNT) announced today that it had commenced its exploration program on the under-explored and highly prospective Southern Mount Read Volcanics (SMRV) project in southwest Tasmania.
Read MoreAustralian zinc miner Zinifex (ZFX) held its annual general meeting (AGM) today, saying that its 2007 operating profit had suffered, dropping below last year's level.
Read MoreNylex (NLX), manufacturer and distributor of plastic products, soared by as much as 33.7% on Monday following a takeover proposal from CHAMP Private Equity, a private equity fund.
Read MoreThis morning Symbion Health (SYB) and Healthscope (HSP) were placed in a trading halts, pending the release of an announcement to the market.
Read MoreWhoever awakens as Prime Minister on Sunday morning will face a very different world than the one they confronted the night before.
Read MoreChina is now the biggest contributor to global growth and its share market is the world’s 4th largest. China’s rapid growth has resulted in considerable scepticism about its sustainability.
Read MoreA couple of weeks ago we looked at the forecasts from the United Nations Food and Agricultural Organisation's latest commentary on the outlook for food.
Read MoreLast week we looked at how the resources boom still has legs.
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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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