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Markets / Video

Webinar Recap – HPC, PTX, AR9 & MEK

August 15, 2022 - by Company News

Catch up on the full webinar presentations from The Hydration Pharmaceutical Company (ASX HPC), Prescient Therapeutics (ASX: PTX), archTIS (ASX: AR9) & Meeka Metals (ASX: MEK)

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Markets / Shares / Video

Meeka Metals (ASX: MEK) – Webinar Presentation

August 15, 2022August 15, 2022 - by Company News

Tim Davidson – CEO & MD – Meeka Metals is a gold and rare earths company with a portfolio of high quality 100% owned projects across Western Australia.

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Markets / Shares / Video

archTIS (ASX: AR9) – Webinar Presentation

August 15, 2022 - by Company News

Daniel Lai – CEO – ArchTIS is a global provider of innovative software solutions for the secure collaboration of sensitive information.

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Markets / Shares / Video

Prescient Therapeutics (ASX: PTX) – Webinar Presentation

August 15, 2022 - by Company News

Steven Yatomi-Clarke – CEO & MD – Prescient Therapeutics is focused on developing novel, personalised therapies for a range of cancers.

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Markets / Shares / Video

Hydration Pharmaceutical Co. (ASX: HPC) – Webinar Presentation

August 15, 2022 - by Company News

Oliver Baker – CEO – The Hydration Pharmaceuticals Company Limited owns and operates Hydralyte North America, a company that markets and sells a range of liquid, tablet and powder Healthy Hydration Solutions products.

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Markets / Video

Webinar Recap – TD1, MYL, C1X & HCT

August 8, 2022 - by Company News

Catch up on the full webinar presentations from TALi (ASX: TD1), Mallee Resources (ASX: MYL), Cosmos Exploration (ASX: C1X) & Holista Colltech (ASX: HCT) 

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Markets / Shares / Video

TALi (ASX: TD1) – Webinar Presentation

August 8, 2022 - by Company News

Mary Beth Brinson – CEO – TALi is a pioneering digital therapeutic company developing solutions to assess, monitor and enhance cognitive function and treat cognitive impairment.

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Markets / Shares / Video

Holista Colltech (ASX: HCT) – Webinar Presentation

August 8, 2022 - by Company News

Dr Rajen Manicka – Chairman and CEO – Holista is dedicated to delivering first-class natural ingredients and wellness products, and leads in research on herbs and food ingredients.

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Markets / Shares / Video

Cosmos Exploration (ASX: C1X) – Webinar Presentation

August 8, 2022 - by Company News

Jeremy Robinson – Non-Executive Director – Cosmos Exploration engages in the acquisition, exploration, and development of mineral resource projects in Australia.

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Markets / Shares / Video

Mallee Resources (ASX: MYL) – Webinar Presentation

August 8, 2022 - by Company News

John Lamb – MD – Mallee’s vision is to build a high value business by sustainably supplying critical minerals for an electric future.

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Markets / Video

Webinar Recap – BFC, KWR & M2R

August 1, 2022August 2, 2022 - by Company News

Catch up on the full webinar presentations from Beston Global Food Company (ASX: BFC), Kingwest Resources (ASX: KWR) & Miramar Resources (ASX: M2R)

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Markets / Shares / Video

Miramar Resources (ASX: M2R) – Webinar Presentation

August 1, 2022August 1, 2022 - by Company News

Mr Allan Kelly – Executive Chair – Miramar Resources is a Western Australian focused mineral exploration company with projects in the Eastern Goldfields, the Murchison and Gascoyne regions.

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Markets / Shares / Video

Beston Global Food Company (ASX: BFC) – Webinar Presentation

August 1, 2022August 1, 2022 - by Company News

Fabrizio Jorge – CEO – Beston Global Food Company aims to provide natural and verifiably safe food and beverages to global markets.

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Markets / Shares / Video

Kingwest Resources (ASX: KWR) – Webinar Presentation

August 1, 2022 - by Company News

Ed Turner – CEO – Kingwest Resources Limited is a mining and exploration company focused on advancing its gold projects into production as well as discovering new gold resources in its highly prospective projects.

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Markets / Shares / Video

Clean TeQ Water (ASX: CNQ) – Webinar Presentation

July 23, 2022 - by Company News

Willem Vriesendorp – CEO – Clean TeQ Water is one of the world’s most innovative water treatment companies. The company provides a wide range of water treatment solutions to customers around the world.

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Markets / Shares / Video

Flynn Gold (ASX: FG1) – Webinar Presentation

July 23, 2022 - by Company News

Sam Garrett – Executive Director – Flynn Gold is a mineral exploration company targeting gold in two emerging gold camps – WA’s Pilbara region and northeast Tasmania.

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Markets / Shares / Video

Strike Energy (ASX: STX) – Webinar Presentation

July 23, 2022 - by Company News

Stuart Nicholls – CEO & Managing Director – Strike Energy is a Western Australian Company building an integrated, low-carbon energy and fertiliser business, through its access to Perth Basin gas and geothermal resources.

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Markets / Shares / Video

NeuRizer (ASX: NRZ) – Webinar Presentation

July 23, 2022 - by Company News

Justyn Peters – Executive Chairman – NeuRizer is leading the world in the development of responsible inputs for food production. The company is Australia’s first carbon neutral producer of urea fertiliser – the building block of crop production around the world.

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Markets / Video

Webinar Recap – STX, CNQ, NRZ & FG1

July 23, 2022 - by Company News

Catch up on the full webinar presentations from Strike Energy (ASX: STX),  Clean TeQ Water (ASX: CNQ), NeuRizer (ASX: NRZ) & Flynn Gold (ASX: FG1)

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Markets / Shares / Video

Skin Elements (ASX: SKN) – Webinar presentation

July 16, 2022 - by Company News

Peter Malone – Executive Chairman – Skin Elements is dedicated to designing and formulating natural, organic, health and wellness products for the global market.

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Markets / Shares / Video

Selfwealth (ASX: SWF) – Webinar presentation

July 16, 2022 - by Company News

Cath Whitaker – CEO – Selfwealth is an independent, Australian-owned and operated company that runs Australia’s most popular low-cost share trading platform.

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Markets / Shares / Video

Killi Resources (ASX: KLI) – Webinar presentation

July 16, 2022July 19, 2022 - by Company News

Kathryn Cutler – Chief Executive Officer – Killi Resources is a gold, copper and rare earths explorer applying modern exploration techniques to under-explored provinces in WA & QLD. 

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Markets / Video

Webinar Recap – SKN, SWF, KLI & ADN

July 16, 2022July 19, 2022 - by Company News

Catch up on the full webinar presentations from Skin Elements (ASX: SKN), Selfwealth (ASX: SWF), Killi Resources (ASX: KLI) & Andromeda Metals (ASX: ADN)

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Markets / Shares / Video

Andromeda Metals (ASX: ADN) – Webinar presentation

July 16, 2022 - by Company News

James Marsh – Managing Director – Andromeda Metals’ vision is to lead the world in the sustainable supply of superior quality industrial minerals and advancement of nanotechnologies.

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Markets / Shares / Video

Orthocell (ASX: OCC) – Webinar presentation

July 11, 2022 - by Company News

Paul Anderson – Managing DIrector – Orthocell is a world-leading regenerative medicine company providing innovative products to restore mobility, function and performance. 

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Markets / Shares / Video

Los Cerros (ASX: LCL) – Webinar presentation

July 11, 2022 - by Company News

Jason Stirbinskis – Managing DIrector – Los Cerros is committed to exploring, developing and operating mining projects within world-class mineral provinces, with a focus on copper and gold. 

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Markets / Shares / Video

PainCheck (ASX: PCK) – Webinar presentation

July 11, 2022 - by Company News

Philip Daffas – CEO & MD – PainChek is transforming pain management by using facial recognition and artificial intelligence to detect pain.  

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Markets / Shares / Video

icetana (ASX: ICE) – Webinar presentation

July 11, 2022 - by Company News

Matt Macfarlane – CEO & MD – icetana is a global SaaS software company providing video analytics technology designed to identify abnormal events and unexpected behaviour for large-scale surveillance networks

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Markets / Video

Webinar Recap – Shaw & Partners, MGT, AD1 & VRX

July 4, 2022July 4, 2022 - by Company News

Catch up on the full webinar presentations from Shaw and Partners, Magnetite Mines (ASX: MGT), AD1 Holdings (ASX: AD1) & VRX Silica (ASX: VRX)

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Markets / Shares / Video

Magnetite Mines (ASX: MGT) – Webinar Presentation

July 4, 2022July 4, 2022 - by Company News

Stephen Weir – CEO – Magnetite Mines Limited is a development-stage company advancing the Razorback High-Grade Iron Ore Concentrate Project located in the Braemar, Australia’s emerging iron ore mining region

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Markets / Shares / Video

AD1 Holdings (ASX: AD1) – Webinar Presentation

July 4, 2022July 4, 2022 - by Company News

Brendan Kavenagh – CEO – AD1 Holdings is a technology company focused on creating and investing in market-leading software businesses.

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Markets / Video

Shaw and Partners – Market Update

July 4, 2022July 4, 2022 - by Company News

A keynote presentation  provided by Martin Crabb – Chief Investment Officer – Shaw and Partners discussing the key issues facing investors in 2022, including the volatility in global equity markets.

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Markets / Shares / Video

VRX Silica (ASX: VRX) – Webinar Presentation

July 4, 2022 - by Company News

Bruce Maluish – Managing Director – VRX Silica is focused on supplying the global demand for silica sand.

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Markets / Video

Webinar Recap – LKE, S3N, AUC & CPO

June 27, 2022June 28, 2022 - by Company News

Catch up on the full webinar presentations from Lake Resources (ASX: LKE), SensOre (ASX: S3N), Ausgold (ASX: AUC) & Culpeo Minerals (ASX: CPO)

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Markets / Shares / Video

Ausgold (ASX: AUC) – Webinar Presentation

June 27, 2022 - by Company News

Matthew GreenTree – Managing Director – Ausgold Limited is a gold exploration and development company with a suite of projects located in some of Australia’s most prospective mineral provinces.

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Markets / Shares / Video

Lake Resources (ASX: LKE) – Webinar Presentation – 24/06/22

June 27, 2022June 27, 2022 - by Company News

Stu Crow  – Executive Chairman – Lake Resources is a lithium developer utilising clean, direct extraction technology for the development of sustainable, high purity lithium from its flagship Kachi Project. 

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Markets / Shares / Video / Webinars

Culpeo Minerals (ASX: CPO) – Webinar Presentation

June 27, 2022June 30, 2022 - by Company News

Max Tuesley – Managing Director – Culpeo Minerals is a copper exploration and development focused in Chile, the world’s number one copper producer. 

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Markets / Shares / Video

SensOre (ASX: S3N) – Webinar Presentation

June 27, 2022 - by Company News

Richard Taylor – Executive director & CEO – SensOre aims to become the top performing minerals targeting company in the world through exploration that combines AI technology, big data and vast geoscientific expertise. 

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Markets / Video

Webinar Recap – RAP, WBE & KNO

June 20, 2022June 20, 2022 - by Company News

Catch up on the full webinar presentations from Resapp (ASX: RAP), Whitebark Energy (ASX: WBE) and Knosys (ASX: KNO)

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Markets / Shares / Video

Whitebark Energy (ASX: WBE) – Webinar Presentation

June 20, 2022 - by Company News

Simon Brearley – Interim Chief Executive Officer – Whitebark Energy Limited engages in the exploration, development, and production of oil and gas properties in Australia and Canada.

Read More

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Paxalisib Misses AGILE Hurdle, but Very Significant Value Remains

Investors Over-React, Smart Ones Will Profit

Kazia Therapeutics (KZA) announced yesterday morning that paxalisib did not meet the threshold to move into stage 2 of the GBM AGILE clinical trial (NCT03970447). The study was an adaptive trial designed to assess the potential of new therapeutics to treat the highly aggressive brain cancer glioblastoma (GBM) in a cost-effective manner. Demonstrating efficacy in GBM is an extremely high hurdle as shown by the fact that there is only one approved drug for the disease, temozolomide, and it is only effective in 1/3 of patients.

Given the high nature of the hurdle, in our original initiating coverage report on KZA, we only gave paxalisib a small chance of returning a positive result from the overall study. That is the nature of drug development with one group estimating only 6% to 7% of new chemical entities that commence clinical trials reach launch (Dowden & Munro (2019) Nat Rev Drug Discov). The small percentage that do make it to launch, however, more than make up for the cash spent on those that don’t.

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    The Cash keeps coming

    Terracom will report their FY2022 results in September 2022. In the last two months there have been a number of company announcements that have given us improved visibility on our earnings forecasts and valuation metrics so we have taken this opportunity to update our numbers.

    With the combination of geopolitical factors in the northern hemisphere as well as disruption from other supply regions, we believe the visibility on export coal prices over the next 12 months has also improved since our March note.

      SMSFBrokerFinancial Adviser

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      Acquisitions underpin strong near term growth opportunities not reflected in share price

      Stealth Global Holdings (SGI) provides direct exposure to the growing industrial consumables market, driven by favourable conditions across key industries, expanding industrialisation and improving workplace safety regulations. Around 95% of revenue is attributable to non-discretionary items.

      Based on our current forecasts, we derive a DCF equity value for SGI of $0.33 per share, with potential upside if full synergies can be extracted. We note SGI is currently trading on very undemanding forward multiples.

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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.

              SMSFBrokerFinancial Adviser

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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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                  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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