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BetaShares

Etfs / Funds / Markets

Beyond Dividends: How to boost your equity income

November 24, 2021December 3, 2021 - by BetaShares

The hunt for yield in the investment world is intense, with dividend yields on global stock markets falling materially since early last year, and bond yields close to record lows.

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Etfs / Funds / LICs / Markets

ETFs v LICs: The differences you should know

October 22, 2021October 22, 2021 - by BetaShares

While both exchange traded funds (ETFs) and listed investment companies (LICs) are exchange traded products, there are some important differences. Damon Riscalla from BetaShares takes a closer look at what they are.

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Etfs / Funds / Markets / Technology

Forget Nukes, Cyber Conflict is the 21st Century Crisis

October 11, 2021October 11, 2021 - by BetaShares

The online age has heralded a new era of warfare, which pits not only sovereign nations against one another, but also cyber criminals against businesses, individuals, and their intellectual property.

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Etfs / Funds / Markets

3 Ways to Boost Your Investment Income

September 27, 2021September 27, 2021 - by BetaShares

With interest rates in low single digits, yield-hungry investors face the challenge of finding investment strategies that offer a satisfactory level of income. BetaShares’ Michael Brown has some suggestions.

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Etfs / Funds / Markets / Technology

The Move to the Cloud: No Turning Back

September 13, 2021September 13, 2021 - by BetaShares

With almost 60% of Australia currently in lockdown, and working and learning remotely, companies providing cloud computing software have been critical in allowing us some level of normality.

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ESG / Etfs / Funds / Markets / Technology

Start Your Batteries: the impact of EVs on ESG

August 16, 2021August 16, 2021 - by BetaShares

With sustainability becoming ever more crucial, Alex Cook from BetaShares explores the development and use of EVs, the outlook for the industry and its importance to the global ESG effort.

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Etfs / Funds / Markets

The Naked Truth – Returns Stripped Back

August 3, 2021August 3, 2021 - by BetaShares

Looking at headline returns is a great way to quickly ascertain how much your portfolio has increased or decreased in a certain timeframe, but there are certain caveats to keep in mind.

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Etfs / Funds / Markets

Beneath the Bonnet of the Biden Bounce

July 26, 2021July 27, 2021 - by BetaShares

Since the U.S. presidential election on 3 November 2020, the S&P 500 has staged the best performance for a new president since Franklin D. Roosevelt. BetaShares’ Jeremy Benson has a look why.

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Etfs / Funds / Markets

Turbo Charge Your Equity Income

July 8, 2021July 8, 2021 - by BetaShares

With it getting ever harder to generate income from your portfolio, investors may need to look to other asset classes to increase yields. Tony Pattison from BetaShares has some suggestions.

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Etfs / Funds / Markets / Technology

Time to Top Up on Tech?

June 16, 2021June 16, 2021 - by BetaShares

Alex Holmes from BetaShares reflects on how the growth / value rotation has played out and in particular how U.S. growth stocks have performed so far during 2020.

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Etfs / Funds / Markets

Where Is the Money Going? (May 2021 Update)

June 2, 2021June 2, 2021 - by BetaShares

Michael Brown from BetaShares revisits his article from last year that looked at some interesting data for total ASX ETF net flows across asset classes and updates it for 2021.

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Etfs / Funds / Markets

Factoring in Factors to Your Investing

April 29, 2021April 29, 2021 - by BetaShares

Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. Isaak Walkom from BetaShares explains more on the concept.

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Etfs / Funds / Markets

Value or growth? Why not both?

April 15, 2021April 16, 2021 - by BetaShares

In the vast universe of investment approaches, perhaps the largest divide is between growth investors and value investors. But why not be both, asks Adam O’Connor from BetaShares.

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Etfs / Funds / Markets

Index Methodology Explained

April 12, 2021April 12, 2021 - by BetaShares

As indexing strategies continue to gain significant inflows from all types of investors, the scrutiny of the methodologies underlying indices (and ETFs that aim to track them) has intensified considerably.

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Funds / Markets

A New Dawn in the Land of the Rising Sun

March 15, 2021March 15, 2021 - by BetaShares

After some torrid years, with the TOPIX nearly halving, things finally seem to be looking up for the Japanese market. Max Minack from BetaShares explains why.

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Funds / Markets / Technology

Cloud Computing – the Next Tech Revolution?

March 4, 2021March 4, 2021 - by BetaShares

The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Blair Modica from BetaShares explains why.

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Biotechnology / Funds / Markets / Technology

Robotics and A.I.: Defeating COVID-19

February 11, 2021February 11, 2021 - by BetaShares

Alex Cook from BetaShares examines the role robotics and A.I. have played not only in developing a vaccine but also in its distribution.

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Etfs / Funds / Markets

3 Ways to ‘Stay Invested’ in 2021

February 5, 2021February 5, 2021 - by BetaShares

Are there strategies an investor can take advantage of when certain sector valuations come into question? BetaShares’ Alex Holmes offers three ways of doing so.

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Etfs / Funds / Markets / Property

Property vs. Sharemarket: The age-old debate

January 27, 2021January 27, 2021 - by BetaShares

Whilst interest rates are at record lows and are likely to remain there for several years, should you be taking advantage of the current market environment by investing in property or investing in the sharemarket?

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Etfs / Funds / Markets

Two Top Risks for 2021 and ETFs that May Benefit

January 20, 2021January 20, 2021 - by BetaShares

Alistair Mills from BetaShares gives some thoughts on how to potentially turn risks into opportunities using ETFs.

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Etfs / Funds / Markets

U.S. Elections: what does the ‘blue wave’ mean for investors?

January 13, 2021 - by BetaShares

by Adam O’Connor

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Etfs / Funds

ETFs for Christmas – what could your gift be worth in 5 years?

December 10, 2020December 10, 2020 - by BetaShares

Buying your kids the new PlayStation 5 for Christmas? If you had invested the cost in ETFs five years ago, what would be the value of your Christmas gift today?

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Etfs / Funds

DRUG – a helpful prescription?

December 2, 2020 - by BetaShares

COVID-19 and its impacts have been felt across the globe, and as we approach year’s end, promising developments in the race for a vaccine dominate the news.

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Etfs / Funds

Core strength: working the abs of your investment portfolio

November 19, 2020 - by BetaShares

A well-diversified portfolio can assist with reducing volatility and enhancing performance returns.

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Etfs / Funds

Global ETF Review Q3 2020

November 4, 2020 - by BetaShares

The global ETF industry continued its recovery in Q3 from the market turmoil earlier this year, breaking the US$7T barrier in August before retreating slightly in September as asset values fell.

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Etfs / Funds

History Repeats Itself, As Small Caps Outperform

October 28, 2020October 30, 2020 - by BetaShares

It pays to be diversified – and 2020 has been no exception. The Australian small cap market offers breadth and opportunity for those investors willing to accept the risk that comes with an investment in a basket of small companies.

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Etfs / Funds

U.S. election: Three possible scenarios, and ways investors could play them

October 28, 2020 - by BetaShares

With the U.S. Presidential election now less than a week away, many investors are currently considering how the potential result could impact their portfolios.

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Etfs / Funds

Where is the money going?

October 19, 2020October 28, 2020 - by BetaShares

by Michael Brown

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Etfs / Funds

Aussie Tech showing resilience: an update following the Q2 rebalance

September 4, 2020October 28, 2020 - by BetaShares

On 4 March 2020, we launched the BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC), the first ETF focused on providing access to Australia’s fast-growing technology sector. ATEC offers exposure to a diversified portfolio of dynamic ASX-listed tech players such as Xero, Afterpay, Seek, WiseTech Global and carsales.com.

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Etfs / Funds

Robotics and A.I. leaders spearheading the battle with COVID-19

September 4, 2020October 28, 2020 - by BetaShares

by Cameron Gleeson

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Etfs / Funds

Asian Tech: Tiger Amongst The Bears

September 3, 2020October 28, 2020 - by BetaShares

As we enter the second half of 2020, it’s clear that the steady sharemarket rise of the last 10 years has ended, and we are in a new time of volatility and uncertainty. Following the historic market sell-off in Q1 and subsequent recovery in Q2, markets have largely laid flat and trended sideways for the past few weeks.

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  • Beijing Looks Set to Extend NEV Subsidies
  • Biotech, Down but Absolutely Not Out
  • The Week that Was – June 20-24, 2022
  • The Plunge in Shares & Flow on to Super
  • Tough Week for Some Local Gold Producers
  • Fear of Hanging On and Quasimodo’s Dream
  • TPG – Macquarie rates the stock as Outperform
  • MTS – UBS rates the stock as Buy

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4Q 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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    Signs 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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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG 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 rise

        Two 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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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite 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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                    Emerging Financial Wealth Advisory Group

                    WT 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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                      Immutep Taking the Fight to Cancer

                      In 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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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (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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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (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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