Despite the inverse relationship between the US dollar and commodities prices, the copper market has proven itself to be resilient in the face of a rising dollar. When a market does not move lower in the face of a traditionally bearish influence, it tends to be a sign of fundamental strength.
Read MoreWe look forward to additional results from all the various projects where drilling is currently taking place in Australia and Peru. AQD currently has ten projects operating within its Strategic Alliance Agreement (SAA) with South32.
Read MoreThe Citadel joint venture arrangement with Rio Tinto provides near-term funding certainty and active exploration. Things are certainly hotting up in the Paterson Province
Read MoreCopper’s price resilience over recent years, despite near-term uncertainty related to rising interest rates and the US currency, is a reflection of sound copper market fundamentals. Demand is being driven by both traditional and new-age applications, whilst the supply-side reflects challenges around a market that’s heavily reliant on ageing mines.
Read MoreTodd River Resources – (ASX: TRT, Share Price: $0.082, Market Cap: $10m, coverage initiated @ $0.115 in Nov 2017).
Read MoreOngoing drilling to test EM conductors at the Investigators Prospect has over the past week returned respectively both the highest-grade and the widest intercepts of nickel-copper sulfide mineralisation
Read MoreThe Australian dollar gold price continues to go from strength to strength, continuing its consistent performance of the past 20 years. The incredible rise in the A$ gold price might surprise some investors and is providing strong margins for domestic producers.
Read MoreThe Dalgaranga Gold Project has the potential to transform GCY into a gold producer, with a subsequent share price re-rating.
Read MoreTalisman Mining – (ASX: TLM, Share Price: $0.295, Market Cap: $55m, coverage initiated @ $0.49 in Sep 2015)
Read MoreWalkabout has been a solid performer since our coverage initiation during April 2016, having generated a 25% share price gain. Nevertheless, it hasn’t been an easy ride.
Read MoreKibaran Resources has recently announced a series of very important project developments. T
Read MoreSFX’s share price has firmed solidly (but without much fanfare) since September 2017 on the back of growing market appreciation of its Thunderbird project, hitting a record high this week.
Read MoreOKU has been a success story since our initial coverage back in late 2015, with its share price at one stage hitting an all-time high of $0.50 during January 2018, prior to the recent sector-wide pull-back.
Read MoreCDV’s early-stage drilling activities at its Ndongo Prospecting License are encouraging indeed, particularly given the prospective gold-bearing geological structures and strategic location just 15km from its 6.5Moz Namdini deposit.
Read MoreWalkabout Resources – (ASX: WKT, Share Price: $0.165, Market Cap: $45m, coverage initiated @ $0.12 in April 2016 – current gain of 38%).
Read MoreTodd River Resources – (ASX: TRT, Share Price: $0.11, Market Cap: $8m, coverage initiated @ $0.115 in Nov 2017)
Sheffield Resources – (ASX: SFX, Share Price: $0.89, Market Cap: $142m, coverage initiated @ $0.50 in Sep 2015 – current gain of 78%)
Read MoreSt George Mining – (ASX: SGQ, Share Price: $0.135, Market Cap: $40m, coverage initiated @ $0.175 in May 2016)
Read MoreThe maiden RC drill program at Itapitanga has delivered solid results, highlighting both the quality of the discovery and the speed with which CTM has been able to delineate such a sizeable and strategic new asset. Drilling continues to identify shallow, high‐grade nickel‐cobalt mineralisation from surface over an extensive area with more than 3,000 metres so far drilled.
Read MoreOrion Minerals – (ASX: ORN, Share Price: $0.037, Market Cap: $55m, coverage initiated @ $0.027 in Oct 2015 – current gain of 37%)
Read MoreSt George Mining – (ASX: SGQ, Share Price: $0.15, Market Cap: $41m, coverage initiated @ $0.175 in May 2016)
Read MoreAusQuest – (ASX: AQD, Share Price: $0.031, Market Cap: $16m, coverage initiated @ $0.017 in Sep 2015 – current gain of 82%)
Read MoreNot surprisingly, LEG says it will continue with its systematic exploration approach, involving the evaluation of aeromagnetic and gravity datasets, which have identified the targets identified so far. This strategy has so far proven to be successful and a comprehensive geophysical review of all data from Area D is currently underway.
Read MoreCopper’s price resilience over recent years is a reflection of sound market fundamentals. Demand is being driven by both traditional and new-age applications, whilst the supply-side reflects challenges around a market that’s heavily dependent upon ageing mines. The path of least resistance suggests a continuation of copper’s price strength that began back in late 2015, with prices close to a five year-high.
Read MoreHighlands Pacific – (ASX: HIG, Share Price: $0.145, Market Cap: $138m, coverage initiated @ $0.085 in Oct 2015 – current gain of 71%)
Read MoreLegend Mining – (ASX: LEG, Share Price: $0.034, Market Cap: $70m, coverage initiated @ $0.011 in Sep 2015 – current gain of 210%)
Read MoreMilestone copper drilling program set to commence at Chololo Copper Project in Peru, under Strategic Alliance with South32 (ASX: S32)
Read MoreEgan Street Resources – (ASX: EGA, Share Price: $0.275, Market Cap: $36m, coverage initiated @ $0.27 in August 2017 – current gain of 2%)
Read MoreSilver does not experience the same level of investor awareness as gold. For this reason, silver’s prospects often get ignored by the mainstream media and the investment community generally. Gold dominates investor sentiment in the precious metals space, mainly because the metal is more heavily traded and there are many more listed companies offering exposure to gold than for silver.
Read MoreOrinoco Gold – (ASX: OGX, Share Price: $0.11, Market Cap: $117m, coverage initiated @ $0.105 in Sep 2015 – current gain of 5%)
Read MoreWest African Resources – (ASX: WAF, Share Price: $0.415, Market Cap: $241m, coverage initiated @ $0.08 in Sep 2015 – current gain of 419%)
Read MoreOklo Resources – (ASX: OKU, Share Price: $0.435, Market Cap: $133m, coverage initiated @ $0.08 in Nov 2015 – current gain of 444%).
Read MoreAustralian Potash – (ASX: APC, Share Price: $0.092, Market Cap: $24m, coverage initiated @ $0.098 in Feb 2018)
Read MoreSt George Mining – (ASX: SGQ, Share Price: $0.22, Market Cap: $55m, coverage initiated @ $0.175 in May 2016 – current gain of 26%).
Read MoreRimfire Pacific Mining – (ASX: RIM, Share Price: $0.03, Market Cap: $28m, coverage initiated @ $0.023 in Oct 2016 – current gain of 30%)
Read MoreOklo Resources – (ASX: OKU, Share Price: $0.35, Market Cap: $110m, coverage initiated @ $0.08 in Nov 2015 – current gain of 337%).
Read MoreSt George Mining – (ASX: SGQ, Share Price: $0.335, Market Cap: $84m, coverage initiated @ $0.175 in May 2016 – current gain of 91%)
Read MoreHigh-grade gold results from diamond drilling at Crown Prince prospect, Garden Gully WA.
Read MoreMinotaur Exploration – (ASX: MEP, Share Price: $0.09, Market Cap: $23m, coverage initiated @ $0.06 in Sep 2015 – 50% gain since initial coverage).
Read MoreWest African Resources – (ASX: WAF, Share Price: $0.39, Market Cap: $226m, coverage initiated @ $0.08 in Sep 2015 – gain of 387%)
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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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