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Glenn Dyer

Glenn Dyer has been a finance journalist and TV producer for more than 40 years. He has worked at Maxwell Newton Publications, Queensland Newspapers, AAP, The Australian Financial Review, The Nine Network and Crikey.

Commodities / Markets

India Follows Wheat Ban with Sugar Cap

May 26, 2022 - by Glenn Dyer

After its wheat export ban, India has now capped sugar exports to safeguard its own supplies and ease inflationary pressures which threaten to trigger rising social unrest.

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Commodities / Markets / Shares

Mining Morsels: PLS, CHN

May 25, 2022May 25, 2022 - by Glenn Dyer

Plenty of action on Wednesday in the always interesting local mining sector. Here is the latest from strategic metals producers Pilbara Minerals and Chalice Mining.

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Markets / Shares

Industrials Intel: CGC, FPH, ALQ

May 25, 2022May 25, 2022 - by Glenn Dyer

Things were also busy across in the ASX Industrials sector. Here’s some news released during the Wednesday session by Costa Group, Fisher & Paykel Healthcare and ALS Ltd.

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Economics / Interest Rates / Markets

More Tough Love from RBNZ as Rates Go Up Again

May 25, 2022May 25, 2022 - by Glenn Dyer

No messing about with inflation across the Tasman as the RBNZ revealed its second 0.50% increase in the official cash rate, taking it to 2% – the highest it has been for six years.

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Markets / Technology

Wall Street’s Crackle Popped by Snap

May 25, 2022 - by Glenn Dyer

The hint of a steadier tone on Wall Street was ended by another surprise from the techs when Snap revealed a weak outlook on Monday after trading ended.

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BNPL / Markets / Shares

Pushpay Officially in Play after BGH Approach

May 24, 2022May 24, 2022 - by Glenn Dyer

BGH Capital has made an approach to payments group Pushpay after securing a 20% pre-bid stake and confirming that it and another shareholder are working on a bid proposal.

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Markets / Shares

Chalice Goes to Market for $100m Julimar Push

May 24, 2022May 24, 2022 - by Glenn Dyer

Chalice Mining is after a $100 million equity top up to help finance the company’s big push at its exciting Julimar prospect in WA towards a massive new global rated mining operation.

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Markets / Property / Shares

Hints of the Fading Boom Creep into McGrath Result

May 24, 2022May 24, 2022 - by Glenn Dyer

Buried in Monday’s update from Sydney-based real estate agency McGrath Limited were strong hints of the bloom going off the boom in the local property and housing market.

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Markets / Shares

TechnologyOne Transition Paying Dividends

May 24, 2022May 24, 2022 - by Glenn Dyer

Brisbane-based TechnologyOne says it has completed its transition to a software-as-a-service company as revenue leapt 19% in the March half and the dividend was boosted 10%.

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Markets / Shares

No Fallow Ground for Elders in Solid Result

May 23, 2022May 23, 2022 - by Glenn Dyer

Shares in rural giant Elders jumped 11% at one stage yesterday after a strong result for the six months to the end of March that also saw the company lift its full year earnings guidance.

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Economics / Markets / Politics

First Tick for Albo as AAA Credit Rating Confirmed

May 23, 2022May 23, 2022 - by Glenn Dyer

The change of government went off without the horses stampeding the ASX yesterday, helped by ratings group S&P Global reaffirming its AAA stable rating for the local economy.

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Markets / Shares

Two Heads Better than One for Incitec

May 23, 2022May 23, 2022 - by Glenn Dyer

Incitec Pivot is joining the now fashionable corporate ‘divorce’ trend, yesterday revealing a plan to spin off its mining explosives division from its fertiliser business by mid-2023.

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Markets / Shares

Codan Shares Surge on Surprise Upgrade

May 23, 2022May 23, 2022 - by Glenn Dyer

Advice to the ASX on Monday that the company now expects record profits for FY 2021-22 saw shares in Codan jump back to the levels they were at in early February.

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Commodities / Markets

Commodities Corner: Renewed Focus

May 22, 2022May 22, 2022 - by Glenn Dyer

The main impact of the Australian election result will be to underline the continuing importance of green products to future growth as climate change policies and spending move to centre stage.

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Markets / Politics

Out of the Teal World and into the Real World

May 22, 2022May 22, 2022 - by Glenn Dyer

The local share market will likely assume a wait-and-see mindset this week as the ALP takes power and all the talk and promises from the campaign trail fall into or out of place.

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Markets

Monday Market Minutes: The Bear Facts

May 22, 2022May 22, 2022 - by Glenn Dyer

In Australia it will be the usual post-election speculation before attention switches back to the US and the way Wall Street is travelling as another week of reports from retailers looms large.

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Markets

Diary: On with the Show, This Is it

May 22, 2022May 22, 2022 - by Glenn Dyer

While the local focus and headlines will likely be on Saturday’s Federal election result and what it means moving forward, all things business and economics will continue unabated.

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Markets / Retail

Earnings Round-Up: Retail Therapy

May 22, 2022May 22, 2022 - by Glenn Dyer

After last week’s US retail shockers, this week’s reports from some of the lesser lights assume greater importance, especially after another weak result on Friday from discount chain Ross Stores.

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Markets / Property

Chinese Property Sector Slip Slidin’ Away

May 20, 2022May 20, 2022 - by Glenn Dyer

China’s collapsing housing sector is like a slow-moving train wreck – everyone knows what the situation is but no one is game to pull on the emergency cord to try and avert a disaster now well underway.

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Commodities / Markets / Shares

Nuggets Galore from the Local Resources Sector

May 20, 2022May 20, 2022 - by Glenn Dyer

While investor attention remains focused on inflation and interest rates, activity continues to burble on across Australia’s resources sector. here’s some news from around the traps.

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EV Space / Lithium / Markets / Shares

Trafigura Taking Lithium Supply Matters into its Own Hands

May 20, 2022May 20, 2022 - by Glenn Dyer

While Elon Musk continues to whine about the cost and shortage of key renewable minerals such as lithium, one major global player is setting itself up to benefit fully from the evolving boom.

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Markets

Where are All the Chairs Now the Music Has Stopped?

May 20, 2022May 20, 2022 - by Glenn Dyer

2022 may come to be retrospectively regarded as the mess we had to have. Are there any safe havens left in the face of soaring inflation and volatile markets? If so, they sure are hard to find.

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Markets / Retail / Shares

Woolies Takes Controlling Stake in MyDeal

May 20, 2022May 20, 2022 - by Glenn Dyer

Woolworths has offered to buy an 80% controlling stake in the online department store business MyDeal for $271 million, or $1.05 a share cash.

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Economics / Markets

Small Net Gain in Jobs as Labour Shortage Persists

May 19, 2022May 19, 2022 - by Glenn Dyer

Despite only showing a net gain of 4,000, 92,400 new full-time jobs were created and 88,400 part time jobs ended in April – presumably as most of the latter became the former.

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Markets / Shares

Merger Approved, Climate Dissent at Woodside AGM

May 19, 2022May 19, 2022 - by Glenn Dyer

Woodside shareholders approved the $63bn merger with BHP Petroleum on Thursday while at the same time delivering a strong rebuke to management over the company’s climate policy.

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Markets / Shares

Bourse Discourse: WEB, NUF

May 19, 2022May 19, 2022 - by Glenn Dyer

Thursday’s ASX rout made it a tough day to be releasing results, but the show must go on. Here’s the latest from travel firm Webjet and agricultural chemical company Nufarm.

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Markets / Shares

Majestic Half Year Helps Aristocrat Buck the Trend

May 19, 2022May 19, 2022 - by Glenn Dyer

Shares in Aristocrat Leisure managed to ride out Thursday’s battering after the gaming company revealed a solid rise in revenues, earnings and dividend for the six months to March.

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Markets

Sellers Target the Street with Gusto

May 19, 2022 - by Glenn Dyer

Another tough trading day in store as US markets collapsed, triggered by weak numbers from retail stalwart Target.

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Economics / Markets

Real Wages a Case of For Richer, for Poorer

May 18, 2022May 18, 2022 - by Glenn Dyer

While today’s April jobs data will be solid, it won’t offset the disappointment in another quarter of weak wages growth which has left most of us even further behind the inflationary curve.

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Markets / Shares

Twiggy Back Atop the Tree in Fortescue Restructure

May 18, 2022May 18, 2022 - by Glenn Dyer

Andrew Forrest will once again take the reins at Fortescue as part of a restructuring that will see its green energy business Fortescue Future Industries gain equal ranking at board level.

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Markets

US Funds’ Cash Holdings Highest Since 9/11

May 18, 2022May 18, 2022 - by Glenn Dyer

The Bank of America May survey shows investors are currently hoarding cash at the highest rate since 9/11 in a reflection of “extremely bearish” sentiment among asset managers.

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Markets / Shares

Wednesday Whispers: BSL, BLD, APE

May 18, 2022May 18, 2022 - by Glenn Dyer

A fair bit of news around the ASX on Wednesday, and here’s all the latest from steelmaking giant BlueScope, Kerry Stokes-controlled Boral and local automative retailer Eagers.

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Markets

Wall St Ignores Walmart, Fed to Close Higher

May 18, 2022 - by Glenn Dyer

Wall Street ignored the shock slide in quarterly earnings from Walmart and yet another warning from an increasingly hawkish Fed chair Jay Powell to post a second straight gain.

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Markets / Shares

Trading Tidbits: MSV, UMG, OZL / HAV

May 17, 2022May 17, 2022 - by Glenn Dyer

It was a case of The Good, the Bad and the Ugly on Tuesday for miners Havilah Resources and OZ Minerals, distiller United Malt Group, and drilling contractor Mitchell Services.

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Markets

Berkshire Filing Makes for Fascinating Reading

May 17, 2022May 17, 2022 - by Glenn Dyer

Even though Berkshire Hathaway got plenty of publicity for some of their moves in the March quarter, the fund manager’s filing with the SEC revealed more intriguing dealings.

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Markets / Shares

James Hardie’s Upbeat Talk Falls on Deaf Ears

May 17, 2022May 17, 2022 - by Glenn Dyer

A chunky dividend payout and plenty of upbeat talk from James Hardie couldn’t stop its share price weakness continuing, with the stock falling more than 3% in Tuesday’s ASX session.

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Markets / Shares

Caveat Emptor as the Brambles Plot Thickens

May 17, 2022May 17, 2022 - by Glenn Dyer

Just a day after Brambles did the right thing and confirmed media reports of a takeover approach from private equity firm CVC, the vulture has flown the coop, blaming ‘market volatility’.

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Commodities / Markets

Wheat Trades Limit Up after Indian Export Ban

May 17, 2022 - by Glenn Dyer

As expected global wheat prices jumped sharply Monday in the wake of Indian’s surprise ban on exports of the key grain from last Saturday.

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Markets / Shares

Cooper Barrelling Along Nicely, Ups Guidance

May 16, 2022May 16, 2022 - by Glenn Dyer

Shares in Copper Energy jumped sharply yesterday after it lifted its earnings guidance nearly 10% for the year to June because of the lift in global gas demand and prices.

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Markets / Shares

Brambles Shares Surge on Takeover News

May 16, 2022May 16, 2022 - by Glenn Dyer

Shares in logistics multinational Brambles jumped more than 11% in Monday’s ASX session after it gave notice of a takeover approach from offshore private equity company CVC.

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  • Bell Potter LIC Weekly: Quality Growth – Going, Going, Gone
  • S32 – Citi rates the stock as Buy
  • ALQ – Morgan Stanley rates the stock as Equal-weight
  • SLC – Morgans rates the stock as Add
  • FPH – Citi rates the stock as Buy
  • ALQ – Macquarie rates the stock as Outperform
  • NAN – Morgans rates the stock as Add
  • Lunch Report: 26 May, 2022

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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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