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James Tao

Markets / Video

Morning Report: Wall Street pushes higher reclaiming earlier losses

September 24, 2021 - by James Tao

The Dow Jones index rose by 506.5 points or 1.5%. The S&P 500 index gained 1.2% and the Nasdaq index added 155 points or 1%.

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Markets / Video

Lunch Report: ASX following Wall Street higher at lunch

September 23, 2021 - by James Tao

The Aussie sharemarket is lifting for a third consecutive day with the ASX 200 on track for its best daily performance since August 2. Gains have been broad with IT, energy & financials leading improvements while healthcare is dragging.

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Markets / Video

Lunch Report: ASX rises as Evergrande agrees to repay bondholders

September 22, 2021 - by James Tao

The Aussie market has enjoyed a slight resurgence approaching lunch on news that Chinese property group Evergrande has negotiated a plan to repay bondholders.

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Markets / Video

Morning Report: Wall Street ends mixed in attempted market rebound

September 22, 2021 - by James Tao

The Dow Jones index fell by 51 points or 0.2%. The S&P 500 index lost 0.1%. But the Nasdaq index added 32.5 points or 0.2%.

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Markets / Video

Evening Report: ASX recovers from Monday’s sharp losses

September 21, 2021 - by James Tao

The Aussie market has managed to improve on Tuesday following heavy selling on local and overseas markets over the past 24 hours.

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Markets / Video

Evening Report: ASX slides 2% to 2-month lows

September 20, 2021 - by James Tao

The Aussie market got off to a tough start to the week with the ASX 200 suffering its worst day since February 26 this year as it tumbled 155 points or 2.1% to 7,248.

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Markets / Video

Evening Report: ASX lifts to overcome weak jobs release

September 16, 2021 - by James Tao

Aussie shares closed higher on Thursday despite a weaker than expected August employment release. While the ASX 200 eased from morning highs, it still added 43 points or 0.58% to 7,460.

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Markets / Video

Lunch Report: Broad improvements help lift ASX

September 16, 2021 - by James Tao

The Aussie market is rebounding from yesterday’s falls with the ASX 200 well higher around lunch. While the disappointing August jobs numbers have weighed slightly, most sectors are higher led by materials, energy & communications.

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Markets / Video

Evening Report: Down day for local shares led by energy & mining losses

September 15, 2021 - by James Tao

The Aussie market has ended its recent winning run of three sessions after the ASX 200 fell 20pts or 0.27% to 7,417. 

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Markets / Video

Lunch Report: ASX falls on banking & resources losses

September 15, 2021 - by James Tao

At lunch, the benchmark index is down roughly 30 points but was down as much as 55 points or 0.75% at its earlier lows.

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Markets / Video

Evening Report: ASX weaker led by mining & tech stocks

September 8, 2021 - by James Tao

Aussie shares ended lower for the first time since last Thursday with the ASX 200 dropping 18 points or 0.25% to 7,512. Mining, IT & consumer staples weighed most while financials lead the improvements.

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Markets / Video

Lunch Report: ASX drops early but Macquarie rises on update

September 8, 2021 - by James Tao

The Aussie market has again opened lower but is attempting a slight revival around lunch. The ASX 200 is down 24 points or 0.3% approaching midday with selling across most sectors.

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Markets / Video

Evening Report: ASX finished flat as RBA keeps rates steady

September 7, 2021 - by James Tao

The Aussie market managed to rally late to finish flat for the day. The ASX 200 added just 1.8pts to 7,530 with miners weighing on the market.

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Markets / Video

Lunch Report: Miners & banks weigh most as ASX falls

September 7, 2021 - by James Tao

The Aussie market is in the red by ~0.5% at lunch on Tuesday. Heavyweight miners are a major weight with the iron ore price tumbling 9% overnight while banks are also weaker ahead of the RBA September interest rate decision at 2.30pm AEST.

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Markets / Video

Evening Report: ASX falls as heavyweights trade ex-dividend

September 2, 2021 - by James Tao

The Aussie market has continued its weaker start to September with the ASX 200 falling a second successive session. The benchmark index lost 41pts or 0.55% to 7,485.

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Markets / Video

Lunch Report: ASX continues weak start to September

September 2, 2021 - by James Tao

The ASX 200 is down 75pts  ~1% near lunch on Thursday as it continues a weak start to September. The market is predominantly being weighed down by heavyweight names trading ex-dividend.

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Markets / Video

Evening Report: ASX 200 rises for an 11th consecutive month

August 31, 2021 - by James Tao

Aussie shares ended August with a solid performance. The ASX 200 added 30 points or 0.4% to 7,535 and rising 1.9% for the month. It is now 11 consecutive monthly gains for the Aussie market, the best run since 1943.

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Markets / Video

Lunch Report: ASX on track for 11th consecutive monthly gain

August 31, 2021 - by James Tao

The ASX 200 is slightly higher at lunch on Tuesday with gains led by IT & healthcare offsetting energy and financial losses. Harvey Norman (HVN) lifted its FY21 profit by 75% but its shares are down with lockdowns impacting its July /Aug trading.

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Markets / Video

Evening Report: ASX buoyed by mining gains

August 30, 2021 - by James Tao

The Aussie market managed a slight improvement to start the week with the ASX 200 lifting 16 points or 0.22% to 7,504.5 on Monday. Materials were the standout in what was a mostly underwhelming session for the market.

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Markets / Video

Evening Report: ASX drops on busy day of company profits

August 26, 2021 - by James Tao

The Aussie market fell for the first time this week as the ASX 200 ended its 3-day winning streak with a loss of 40 points or 0.54% to 7,491. It was a busy day for company profits as we near the end of August.

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Markets / Video

Lunch Report: ASX lifting at lunch led by energy & mining

August 24, 2021 - by James Tao

The ASX 200 is firmer for a second consecutive session at lunch. Mining and energy stocks have been supported by firmer commodity prices with technology stocks also lifting. Consumer stocks are among the main decliners, particularly supermarkets.

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Markets / Video

Evening Report: ASX starts the week in the red

August 16, 2021 - by James Tao

The Aussie market has eased from record highs set last Friday. The ASX 200 dropped 46 points or 0.6% to 7,582 as financials and energy underperformed the market most.

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Markets / Video

Lunch Report: ASX falls as banks lead losses

August 16, 2021 - by James Tao

It has been a soft start to the new week with the ASX 200 weighed by losses across the majority of the market. The major drag has been falls among major lenders while Bendigo & Adelaide (BEN) slides 10% on its FY21 profit result.

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Markets / Video

Evening Report: ASX notches another record high to end the week

August 13, 2021 - by James Tao

The ASX 200 extended its winning run to a fourth consecutive session with a gain of 40 points or 0.54% to 7,628, hitting new all-time highs and a record close in the process.

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Markets / Video

Lunch Report: ASX 200 reaches fresh all-time highs

August 13, 2021 - by James Tao

The Aussie market is extending its winning run into a fourth day with the ASX 200 hitting fresh all-time highs at lunch on Friday. Gains have been rather broad across the market with only materials in the red.

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Markets / Video

Evening Report: ASX 200 inches to another record closing high

August 12, 2021 - by James Tao

The Aussie market struggled for direction on what was a busy day of company profit results. The ASX 200 managed a small gain of 4pts to another record closing high of 7,588.

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Markets / Video

Evening Report: ASX 200 climbs to be records in best week since late May

August 6, 2021 - by James Tao

A late push saw the ASX 200 hit new record highs as the local market added 27pts or 0.36% to 7,538. The index climbed nearly 2% for the week as technology stocks were the standouts led by Afterpay.

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Markets / Video

Evening Report: Back-to-back gains and record highs for the ASX 200

August 5, 2021 - by James Tao

Aussie shares manage a small improvement to notch back to back record highs for the ASX 200 index. Fortescue (FMG) shares fell after a contractor tested positive to COVID19 at its Cloudbreak mine in WA.

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Markets / Video

Lunch Report: ASX 200 lifts to new record highs

August 5, 2021 - by James Tao

Aussie shares have had a choppy start to Thursday but has still managed to hit a new record high of 7,517 before lunch. Most sectors are improving but energy and materials are lagging.

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Markets / Video

Evening Report: ASX eases while RBA stays the course

August 3, 2021 - by James Tao

The local sharemarket eased back from Monday,’s record highs work the ASX 200 slipping 17pts to 7,474.5. Afterpay enjoyed another strong gain following yesterday’s proposed takeover.

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Markets / Video

Evening Report: Afterpay helps push ASX 200 to all new highs

August 2, 2021 - by James Tao

The Aussie market has hit new record highs as technology led broad improvements. Afterpay was a standout as it received a $39b takeover offer. Banks, retailers and healthcare were also decent winners for the day.

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Markets / Video

Evening Report: More records tumble for the ASX 200

July 27, 2021 - by James Tao

It was a gold medal performance for the ASX 200 as it hit new record highs. Heavyweights like financials and materials were supportive of the broader market mood while technology and health stocks lagged.

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Markets / Video

Evening Report: Aussie market snaps 2-day losing run

July 21, 2021 - by James Tao

The ASX 200 managed to climb 56.5pts or 0.78% to 7,308 as banking, mining & healthcare stocks added most to the benchmark index.

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Markets / Video

Evening Report: ASX falls again weighed by mining losses

July 20, 2021 - by James Tao

The Aussie market has extended Monday’s losses as investors continue to weigh up the economic impact of the spreading COVID-19 delta strain.

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Markets / Video

Evening Report: ASX falls as major banks & miners weigh

July 19, 2021 - by James Tao

The Aussie market has started the week in the red with the ASX 200 down 62pts or 0.85% to 7,286.

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Markets / Video

Evening Report: ASX falters with more COVID restrictions introduced

July 15, 2021 - by James Tao

The Aussie market has faltered in afternoon trade with the ASX 200 dropping 19pts or 0.26% to 7335.9.

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Markets / Video

Evening Report: ASX overcomes tech & travel losses to rise

July 14, 2021 - by James Tao

Local shares managed to lift even as Sydney’s lockdown was extended but at least two weeks. Most sectors improved with gold miners and utilities among some of the stronger performers.

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Markets / Video

Evening Report: ASX falls as RBA takes steps to pare back stimulus

July 6, 2021 - by James Tao

The ASX 200 has closed at the lows of the day with the index falling 53pts or 0.73% to 7261 on Tuesday following the RBA rate decision this afternoon.

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Markets / Video

Evening Report: ASX declines to start new month & financial year

July 1, 2021 - by James Tao

The ASX 200 finished the first day of July at the lows of the session with loss of 47 points or 0.65% to 7,265. Losses were broad with only the material sector managing a small improvement.

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Markets / Video

Evening Report: ASX 200 closes out financial year with a modest improvement

June 30, 2021 - by James Tao

While the ASX 200 ended the financial year with a small improvement, it was a much more significant gain over the past 12 months. The benchmark index rallied 24% in FY21 while the broader All Ordinaries index had its best financial year since 1987.

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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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