With Newcrest Mining (ASX:NCM) set to be acquired by Newmont in the coming weeks, Evolution Mining (ASX:EVN)and Northern Star (ASX:NST) emerge as the remaining local majors, gaining increasing attention from investors seeking direct exposure to gold and copper.
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Newcrest Mining's (ASX:NCM) final quarterly report as an independent company has revealed a disappointing three-month period, with gold and copper production declining due to maintenance work and lower grades at some mines.
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Newmont Corporation announced on Thursday (Sydney time) that over 96% of shareholder votes favored the proposed $A26 billion all-paper bid for Newcrest (ASX:NCM).
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Newmont's $A29 billion all-paper takeover of Newcrest (ASX:NCM) has proven to be a far more significant deal than initially anticipated.
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Shareholders in Newcrest Mining (ASX:NCM) will receive a fully franked special dividend of US$1.10 ($A1.58) per share as part of the takeover deal with Newmont.
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Gold miner Newmont Corp has taken a significant step toward acquiring Newcrest (ASX:NCM) with its $26 billion all-paper takeover offer, as Australia's Foreign Investment Review Board (FIRB) has approved the deal.
Read More24 Jun 2023 – There are some significant developments taking place in relation to the potential merger between Newcrest and Newmont, as well as the future of the Havieron gold copper prospect. However, it is important to present the information in a more positive and optimistic light.
Read More22 Jun 2023 – Newcrest Mining (ASX:NCM) has been ordered to immediately cut the amount of dust pollution being produced by its huge Cadia gold-copper mine in the NSW Central West – even if it means cutting production.
Read More21 Jun 2023 – Newmont has started cutting its planned investment spending on new projects in the wake of the proposed US$17.8 billion takeover of Newcrest.
Read MoreThere’s an enormous chance for Australian miners to get global scale by positioning themselves to buy mines Newmont wants to flick after it takes control of Newcrest.
Read MoreNewmont didn’t need all of its extra week of due diligence to nail down its all-paper $US17.8 billion dollar takeover of Newcrest Mining.
Read MoreThe weak production effort and 40% slump in net profit from Newmont in the first quarter of this year explains why it really wants Australia’s Newcrest Mining.
Read MoreNewcrest Mining reported that, while gold production held up OK in the March quarter, problems at one of its mines left copper output down nearly 10%.
Read MoreThe chances of Newcrest Mining falling to foreign control rose on Tuesday after Newmont recast the terms of its February bid, effectively boosting it to a smidge under $A30 billion.
Read MoreLooking at the 2022 annual report and accounts from Newmont it is not hard to work out why it wants Newcrest, but only under the terms of its $A24.4 billion all-share bid.
Read MoreNewcrest rejected the Newmont bid yesterday, while also revealing a special one-off payment to minimise the dip in its dividend payout to shareholders for the December half year.
Read MoreRatings group Moody’s has given a tick to Newmont’s $A24 billion proposed offer for local gold miner Newcrest, positively glowing about the benefits to predator of prey.
Read MoreLittle surprise Newmont shares fell Monday after announcing its bid for Newcrest – some investors in the Australian company don’t like it, and neither does putative rival Barrick Gold.
Read MoreNewcrest shares closed more than 9% higher Monday after Newmont launched a bid over the weekend to buy all of Newcrest’s shares at a 22% premium to its previous closing price.
Read MoreNewmont, the world’s biggest gold miner, has made two tentative bids for local rival Newcrest in a deal worth more than $24 billion.
Read MoreNewcrest is looking at a sharp rise in interim earnings after another solid quarterly report as the company benefited from the contribution from the rich Brucejack mine in Canada.
Read MoreA belated $173 million New Year’s gift for Newcrest Mining in the form of an early repayment of the gold credit facility arrangement it has with Canada’s Lundin Gold.
Read MoreNewcrest Mining took two big decisions this week to assure its future and keep gold production above its 2-million-ounce annual production target.
Read MoreIs Newcrest having second thoughts about the development of its Havieron deposit in the East Pilbara, or is the seemingly rapid growth in size simply forcing a rethink about strategy?
Read MoreNewcrest Mining is going to be under enormous pressure to try and avoid falling short on full year gold and copper guidance after a weak opening for the 2022-23 financial year.
Read MoreNewcrest Mining posted an expected drop in earnings for the year to June 30 as it was caught in the pincers of rising costs, lower output and gold and copper prices.
Read MoreNewcrest’s gold and copper production and sales saw the anticipated improvement in the 4th quarter but it wasn’t enough to prevent the company from finishing short of 2020-21’s levels.
Read MoreThe Havieron JV between Newcrest Mining and London-listed Greatland Gold continues to grow, with the gold/copper resource extending over at least 1 km of continuous mineralisation.
Read MoreNewcrest has lifted its gold production guidance slightly along with an increase in output for the March quarter, but warned of continuing concerns here and at its mines in PNG and in Canada.
Read MoreNewcrest has staked much of its future success on the ability of its $A3.7b Canadian gold mine called Brucejack to live up to its potential as one of the richest known mines in the world.
Read MoreNewcrest Mining was playing all coy on Friday in the wake of Greatland Gold’s sharp upgrade to reserves at their Havieron gold copper prospect in the eastern Pilbara of WA.
Read MoreThe report card for the country’s three major ASX-listed gold miners – Newcrest, Northern Star and Evolution Mining – for the six months to December can be regarded as a pass mark at best.
Read MoreThe December quarter bought the usual flood of updates from miners on their exploration, development and production operations – here are a few of the key highlights.
Read MoreThe broker expects gold production and headline costs at Cadia to normalise in the 2H of 2022 and maintains its Add rating while easing its target price to $26.05 from $27.18.
Read MoreInvestors should look anew at Newcrest’s Havieron WA prospect, the potential of which to be a major find looks to have improved following the latest end of year exploration update.
Read MoreA Buy rating is retained for Newcrest Mining. The $27 target price is unchanged.
Read MoreMoody’s ratings agency likes Newcrest’s $3.7 billion move to expand its Canadian gold mine portfolio with Pretivm Resources, despite it involving the company taking on more debt.
Read MoreThe Add rating and $30.43 target price are maintained.
Read MoreOutperform rating and $31 target maintained.
Read MoreGold miner Newcrest has struck a $US2.8 billion ($A3.7 billion) deal to acquire Toronto-listed rival miner Pretivm Resources, marking a significant step in the company’s expansion plans.
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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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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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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 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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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 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 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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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 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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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 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 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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