Gavin Rutherford, General Manager, Western Yilgarn NL (ASX:WYX) is an early-stage mineral exploration company, engaged in the evaluation and development of highly prospective projects across WA. The Company is focusing on the Yilgarn Craton Region of Western Australia and currently has two lead projects, targeting highly prospective broad zones of nickel-cobalt, copper and PGE mineralisation.
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Po Valley Energy Limited is an emerging Oil & Gas exploration and development Company with an expanding portfolio of hydrocarbon assets in northern Italy.
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Iggy Tan, Managing Director, Altech Batteries (ASX:ATC) is a specialty battery technology company that has a joint venture agreement with world leading German battery institute Fraunhofer IKTS to commercialise the revolutionary CERENERGY® Sodium Chloride Solid State Battery.
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With a few A-REITs releasing their December 2024 Half Year Results this week, next week sees a number of the larger REITs' result which will provide a broader picture of the health of the property sector.
Read MoreStocks were mixed during Thursday trading, with the S&P 500 on the brink of breaching the 5,000 milestone for the first time ever.
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CEO and Managing Director Mark Freeman and Portfolio Manager David Grace discuss the FY24 half-year results of Australian Foundation Investment Company (ASX:AFI).
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Mark Freeman, Managing Director, CEO and Portfolio Manager of AMCIL (ASX:AMH), discusses FY24 half-year results.
Read MoreThe S&P 500 rose Wednesday and edged closer to the 5,000 level for the first time, hitting a new intraday record as investors parsed through another slate of quarterly results that signalled a flourishing economy.
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Fund Manager Chris Pedersen discusses Megaport, Pinnacle Investment Management Group, Origin Energy and GQG Partners.
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The Dow Jones Industrial Average climbed on Tuesday as Wall Street assessed the latest batch of corporate earnings and the timeline for rates cuts from the Federal Reserve.
Read MoreThe Dow Jones Industrial Average climbed on Tuesday as Wall Street assessed the latest batch of corporate earnings and the timeline for rates cuts from the Federal Reserve.
Read MoreStocks fell Monday as Treasury yields spiked higher on concerns that the Federal Reserve may not cut rates as much as expected. Lacklustre results from McDonald’s also dampened investor sentiment.
Read MoreThe S&P 500 notched a fresh record high on Friday as quarterly results from technology companies including Facebook-parent Meta topped expectations and the January jobs report came in much better than expected.
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Dr Michael Winlo – Managing Director & CEO – Emyria (ASX:EMD) accelerates drug development by bringing together patients, clinicians, researchers and medical innovators.
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Adam Kiley – CEO – Frontier Energy (ASX:FHE) is an Australian company developing the large-scale Bristol Springs Solar Project in the heart of Western Australia.
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Mark Cooksey – Managing Director & CEO – ABx Group (ASX:ABX) is a uniquely positioned high-tech Australian company delivering materials for a cleaner future.
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David Stamler – CEO – Alterity Therapeutics (ASX:ATH) is a clinical-stage biotechnology company dedicated to creating an alternate future for people living with neurodegenerative diseases.
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Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.
Read MoreThe Dow Jones Industrial Average rose Thursday as stocks recover from a dismal day for the major averages after the Federal Reserve held steady on rates but signalled that a March cut is unlikely.
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CEO and Managing Director Mark Freeman and Portfolio Manager Kieran Kennedy discuss the FY24 half year results of Mirrabooka Investments (ASX:MIR).
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CEO and Managing Director Mark Freeman and Portfolio Manager Brett McNeill discuss the FY24 half year results of Djerriwarrh Investments (ASX:DJW).
Read MoreThe S&P 500 fell on Wednesday as Alphabet led a sell-off in technology shares. The market gyrated in afternoon trading as investors evaluated the latest Federal Reserve rate decision.
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Fund Manager Chris Pedersen discusses ETFs vs unlisted funds, Japan outperforming China, Harvey Norman and IAG.
Read MoreThe S&P 500 was flat Tuesday as Wall Street waits for the latest Federal Reserve decision on interest rates.
Read MoreThe S&P 500 closed slightly lower Friday, but clinched weekly gains as the latest economic data added to a positive picture of the economy.
Read MoreThe S&P 500 rose Wednesday as a number of big tech stocks rallied, pushing the broader market to new heights.
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Fund Manager Chris Pedersen discusses the 'Magnificent Seven' tech giants, and dives deeper into three companies: Lynas Rare Earths (ASX:LYC), NextDC (ASX:NXT) and IDP Education (ASX:IEL).
Read MoreThe Dow Jones Industrial Average fell Tuesday, pulling back from record-breaking highs as traders pored through the latest batch of corporate earnings.
Read MoreUS stocks rose overnight as investors built on the previous session’s historic move to record highs.
Read MoreThe S&P 500 closed at an all-time high on Friday as investors returned to buying equities in force following a short-lived market stumble to start the new year.
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Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.
Read MoreTech companies, led by Apple, powered the market Thursday and pulled the major averages into positive territory.
Read MoreStocks fell Wednesday as Treasury yields tracked higher following the release of stronger-than-expected U.S. economic data.
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The recent COP28 conference held in Dubai, being colloquially referred to as the Nuclear COP, was the first of the regular series of events held by the United Nations where the nuclear industry was welcomed with open arms as a critical factor in achieving global net zero.
Read MoreThe Dow Jones Industrial Average fell on Tuesday as rates ticked higher and Wall Street pored through the latest batch of fourth quarter earnings.
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Australian equity markets opened weaker taking their lead from Europe after news of soft GDP numbers from Germany overnight.
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European stocks closed lower Monday as US markets were closed for a holiday and investors in the region gear up for the World Economic Forum in Davos, Switzerland.
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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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