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John Godfrey

John Godfrey has over 50 years of financial services experience. This has involved banking, accounting, stock broking, investment banking, lending, fund raising, financial advice, trusteeship, and adviser training.

Strategy / Video

The Principles Behind Good Business Succession Planning

October 21, 2019October 21, 2019 - by John Godfrey

If you own or are a part-owner of a business, then an exit strategy is important. Selling the business is not always an option or eventuality and death delivers the need for an outcome.

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Strategy / Video

10 Ways To Access Your Super

September 30, 2019September 30, 2019 - by John Godfrey

I’m pretty sure I’m too young to access my super so what can I do? National Seniors’ Craig Hall examines the options for drawing down on your super prior to turning 65.

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Strategy / Video

Being An Executor – Compliment Or Sentence?

August 22, 2019August 22, 2019 - by John Godfrey

Being asked to be an Executor is both a compliment and a sentence that may take some time to work through. And all because you are trusted.

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Strategy

Portfolio Basics – Fundamental Analysis

August 5, 2019August 5, 2019 - by John Godfrey

There are many financial ratios that, when combined, can display the real financial circumstances of a company. Like tools in the garden shed, each has their specific use.

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Strategy / Video

What Are The Multiple Layers of Fees Wrap Platform Users Pay?

June 20, 2019July 25, 2019 - by John Godfrey

David Ferrall is the CEO of FinClear. FinClear has recently launched a HIN based platform model for financial advisers. In this video with Informed Investor, David discusses the multiple layers of fees a client pays inside the existing platforms models.

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Strategy / Video

Why Would You Use An Advance Care Directive?

June 12, 2019July 25, 2019 - by John Godfrey

Enduring guardianships and advance care directives are legal mechanisms that may join wills and powers of attorney as a routine subject in completing a financial plan.

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Strategy / Video

How Does Superannuation Fit Into The Estate Planning Discussion

May 27, 2019July 25, 2019 - by John Godfrey

For many, super will be their largest investment. However, super differs from most other investments as it’s not necessarily distributed via your will when you die.

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Strategy / Video

Where There’s A Way There’s A Good Will

May 6, 2019July 25, 2019 - by John Godfrey

A Will is the main document to facilitate the distribution of a person’s assets after death.

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Strategy / Video

Some Hidden Benefits Of Deeming

May 6, 2019August 5, 2019 - by John Godfrey

Deeming is a key concept in the income test to be met to access the Aged Pension. This is in addition to passing the assets test, being age-eligible, and qualifying as an Australian resident. But it does have some hidden benefits.

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Strategy / Video

Powers of Attorney – Which One Is Right For You?

May 6, 2019July 25, 2019 - by John Godfrey

Appointing someone with the authority to act on your behalf is a serious decision. You need to trust the person and be confident they will always act in your best interests.

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  • Lunch Report: 17 May, 2022
  • Wheat Trades Limit Up after Indian Export Ban
  • Cooper Barrelling Along Nicely, Ups Guidance
  • Brambles Shares Surge on Takeover News
  • A Brave New World
  • Another Stay for Foreign Miners in Chile
  • Why Buying the Global Shares Dip May Make Sense
  • Woes Continue as China Reels toward Recession

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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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                Extreme price volatility post 1H FY22 result

                Despite a sharp bounce, the Laybuy Group (LBY) share price has fallen 43% over the last 3 weeks, since reporting its 1H FY22 results on 23 November. While the interim result was below expectation in some areas, the business overall is still well-positioned and tracking very positively. The extreme market reaction since the result is wholly inconsistent with this outlook.

                Broader issues around the BNPL sector and removal from the All Technology Index may be reasons for a de-rating, but LBY has already been trading at multiples materially below peers for some time. After the last 3 weeks, the market’s valuation of LBY is looking even more attractive than previously.

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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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