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Cameron McCormack

Cameron McCormack is a Portfolio Manager with VanEck Investments. Cameron leads investment performance analytics for the firm and is responsible for trade execution for equity and fixed income ETFs. Cameron was previously at Pacific Life Re Australia where he worked in the pricing and client solutions teams. Cameron graduated with a Bachelor of Commerce majoring in Actuarial Studies and Finance from the University of New South Wales and is an Associate of the Society of Actuaries (ASA).

Commodities / Etfs / Funds / Markets

Gold – Hedge or Not?

May 25, 2022May 25, 2022 - by Cameron McCormack

In response to investor interest in how best to access gold and gold miners, Cameron McCormack explains why VanEck believes an unhedged exposure is the best way to do so.

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Etfs / Funds / Markets

The Quality Wizard of Oz

April 21, 2022April 21, 2022 - by Cameron McCormack

Buying ‘quality’ companies seems an intuitively straightforward path to investment success. However, as VanEck’s Cameron McCormack writes, this is often easier said than done.

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Etfs / Funds / Markets

Investing through the Seasons

March 24, 2022March 24, 2022 - by Cameron McCormack

Four identifiable stages make up the economic cycle: expansion, slowdown, contraction and recovery. Cameron McCormack from VanEck looks at each in an investment context.

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Etfs / Markets

Australian Resource Companies Well Positioned in 2022

March 16, 2022March 24, 2022 - by Cameron McCormack

Geopolitical turmoil and demand from China are tailwinds for Australian resource companies, pushing commodity prices higher. VanEck’s Cameron McCormack with more.

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Funds / Markets

Relying on Outdated Perceptions: Big mistake. Huge

December 9, 2021March 24, 2022 - by Cameron McCormack

The reality is private equity investing is not the ‘baddie’ Hollywood has simplistically fashioned over the years. It’s the ‘goodie’. VanEck’s Cameron McCormack explains why.

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Etfs / Funds / Markets

Dividend Stocks Beyond Australian Blue Chips

October 25, 2021March 24, 2022 - by Cameron McCormack

2020 was a difficult year for yield chasing investors as dividends for large cap stocks fell 60% on average. Smaller-cap stocks, however, as VanEck’s Cameron McCormack reports, fared better.

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ESG / Etfs / Funds / Markets

Balancing ESG Exposure and Valuations

June 3, 2021March 24, 2022 - by Cameron McCormack

While investors typically focus on ESG screens as the criteria for investment selection, VanEck Investments believe it is more important than ever to also consider valuations and sector exposure.

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Etfs / Funds / Markets

Finding the Pawns that Will Become Queens

April 26, 2021March 24, 2022 - by Cameron McCormack

Every large company was once a small company. The hard part is to identify those small companies that will grow to be large ones. Cameron McCormack from VanEck Investments has some insights how to do so.

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Etfs / Funds / Markets

Don’t Overpay for Value

March 18, 2021March 24, 2022 - by Cameron McCormack

There are a few methods savvy investors utilise to avoid ‘value traps’. Cameron McCormack from VanEck Investments explains what they are.

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Currencies / Etfs / Funds

Currency Hedging – What to Consider

January 13, 2021March 24, 2022 - by Cameron McCormack

When investors choose to invest internationally, they also need to consider the implications of movements in the Australian dollar relative to the associated foreign currency exposure.

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  • Lunch Report: 6 July, 2022
  • Morning Report: 6 July, 2022
  • Wild and Woolly Night for Stocks, Commodities
  • Managing Portfolios in Volatile Markets
  • Defensive Stocks Not So Defensive After All?
  • Genesis of Grand Gold Merger Unveiled
  • Taiwanese Techie Talk a Tip-Off for Better Times?
  • Gold Sector Nuggets: RRL, RED, WGX

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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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