Oil prices surged towards $100 per barrel as US storage hub stockpiles hit critical lows, with West Texas Intermediate trading near $94 per barrel after a 3.6% jump, driven by Cushing, Oklahoma inventories falling to their lowest levels since July the previous year.
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Shares in Washington H. Soul Pattinson (ASX:SOL, SoulPatts or WSHP) fell nearly 6% yesterday as investors hesitated over its full-year figures and those from its partially owned associate, Brickworks.
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The Reserve Bank is unlikely to make any hasty decisions during its upcoming meeting next week, despite a mixed bag of news from the August consumer inflation report.
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Shares of China Evergrande, the beleaguered property developer, tumbled on Wednesday following a Bloomberg report revealing that its chairman had been detained by Chinese authorities over a month ago and was currently "being held" at an undisclosed location in China.
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While oil prices remained resilient against a strong US dollar and rising bond yields, gold investors panicked, causing Comex futures prices to dip below $1,900 per ounce.
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A critical US oil town, Cushing, Oklahoma, is grappling with a dire oil shortage that is sending shockwaves through energy markets, pushing US oil prices above $94 per barrel for the first time since August 2022.
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The Dow Jones Industrial Average fell Wednesday, building on the steep losses from the previous session, as an uptick in Treasury yields and oil prices dented investor sentiment.
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Five days ago, Perth-based Mineral Resources (ASX:MIN) issued a comprehensive update on its various mines and prospects in Western Australia, particularly in lithium and iron ore.
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The Australian stock market didn't react significantly to a 5.2 percent increase in inflation because it was in line with expectations.
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The embattled Sydney-based casino operator, Star (ASX:SGR), has successfully convinced investors to contribute hundreds of millions of dollars for the second time this year, in a desperate attempt to keep the business afloat.
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The Australian wine industry, once a thriving sector and a major contributor to the nation's exports, finds itself in a state of upheaval due to punitive tariffs imposed by China and shifting global market dynamics.
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The monthly consumer price index in Australia increased to 5.2% for the 12 months ending in August, up from 4.9% in July, according to the Australian Bureau of Statistics, matching market expectations.
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Geoff Selig, Executive Chairman of IVE Group Limited (ASX:IGL), discusses FY23 results and the acquisition of Ovato.
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A snapshot of the stocks on the move, featuring Tamboran Resources (ASX:TBN), NOVONIX (ASX:NVX) and ABx Group (ASX:ABX).
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Executive Directors Sam Beaton and Leandro Ravetti from Cobram Estate Olives (ASX:CBO) discuss the company's FY23 full year results.
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America's Federal Trade Commission (FTC) and 17 states are suing Amazon over allegations that the e-commerce giant abuses its marketplace dominance to inflate prices both on and off its platform, overcharge sellers, and stifle competition.
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The Dow Jones Industrial Average fell Tuesday after the latest home sales and consumer confidence reports stoked concern over the state of the US economy.
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Today, airports around the world collectively cater for over four billion passengers annually, with growth driven by improvements in technology, the expansion of low-cost carriers and globalisation. For most investors, the listed market is the only way to gain access to airport infrastructure that has underpinned this growth.
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Investing in infrastructure is about investing in the companies that provide
essential services to society, and earning predictable, reliable returns in
the process.
The cleanup and rehabilitation of the Ranger uranium mine in the Northern Territory serve as a stark reminder that nuclear power is not as clean as its proponents claim. Similar to coal mining, uranium mining leaves significant holes in the ground. However, the cleanup and rehabilitation of uranium mines come with added complexities and costs, particularly the challenge of safely handling radioactive materials left behind.
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On Tuesday, the Australian stock market experienced a decline primarily due to a sell-off in technology and real estate stocks.
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Linius Technologies (ASX:LNU) specialises in the development and commercialisation of SaaS solutions for video, particularly for the sports market. Linius Media Solutions is a portfolio of products that enables their customers to unlock the value of their vast video archives post-live, curating and publishing higher quality content, and enabling truly personalized and immersive viewing experiences for fans.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses investment costs VS. factors of their growth and returns.
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At noon, the S&P/ASX 200 is 0.49 per cent lower at 7,042.10, primarily driven by losses in property and tech sectors.
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A snapshot of the stocks on the move, featuring Lake Resources (ASX:LKE), Talon Energy (ASX:TPD) and Actinogen Medical (ASX:ACW).
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Australian-US coking coal miner and exporter, Coronado Global Resources (ASX:CRN), welcomes a new major shareholder as America's Energy and Minerals Group (EMG) sells its 51% stake to a Czech private equity group.
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Air New Zealand (ASX:AIZ) has joined its trans-Tasman rival, Qantas, in warning of the increasing pressures resulting from higher oil and fuel prices.
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As hard-right Republicans push the US government towards a shutdown on Sunday afternoon Sydney time, ratings agency Moody's has cracked, warning that its AAA rating on US debt is in danger of being removed.
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Gina Rinehart has raised her stake in Liontown Resources (ASX:LTR) to over 10%, a move that prevents Albemarle from proceeding with its $6.6 billion takeover offer through compulsory acquisition.
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Reports from China today indicate that "multiple current and former executives of China Evergrande Group and its subsidiaries" have become embroiled in a government investigation into the company's collapse, further unsettling Chinese property shares.
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The S&P 500 climbed on Monday to kick off the final week in September. All three major averages snapped four-day losing streaks.
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Consolidation has kicked off in the vanadium sector, with two WA explorers agreeing to a $217 million all-paper merger. The merger is driven by the desire for single ownership of the same highly prospective orebody and the goal of both companies to gain more scale in the eyes of investors.
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Minority shareholders in Melbourne-based packaging company Pact Group (ASX:PGH) find themselves at a crossroads in the face of a 68 cents per share cash buyout offer from the company's chairman and largest shareholder, Ralph Geminder. Just thirteen months ago, the share price stood at approximately $1.44, but with the recent buyout proposal, it has plummeted to 68 cents.
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The ASX experienced a midday rally in tech stocks, which helped it recover from earlier losses in the materials sector, driven by concerns related to China's economic growth.
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Wally Graham of Resources Roadhouse at the New World Metals Conference, speaking with Andrew Worland, Managing Director of International Graphite (ASX:IG6)
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Wally Graham of Resources Roadhouse at the New World Metals Conference, speaking with Brett Grosvenor, Executive Chair at Firetail Resources (ASX:FTL).
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Wally Graham of Resources Roadhouse at the New World Metals Conference, speaking with Chris Evans, Managing Director of Winsome Resources (ASX:WR1).
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Wally Graham of Resources Roadhouse at the New World Metals Conference, speaking with Andrew Radonjic, Managing Director of Venture Minerals (ASX:VMS).
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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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