Rob Hattersley, Group Head of Capital at MaxCap Group, provides an overview of the company, discussing the funding gap in the Australian credit market, managing risk, the tailwinds for commercial real estate debt, and opportunities within the residential and logistics property markets.
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Lithium Universe Limited (ASX:LU7) CEO Alex Hanly discusses the company's prefeasibility study, operational costs and development timeline.
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Hazer Group Limited (ASX:HZR) CEO Glenn Corrie provides an update on the company, discussing IP protection and moving into commercialisation.
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Australian shares saw a modest increase on Friday, driven primarily by gains in the mining sector due to rising commodity prices, bringing the S&P/ASX 200 closer to a record high. At 11:30am, the S&P/ASX 200 is 0.23 per cent higher at 8,222.
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A snapshot of the stocks on the move, featuring 4DMedical (ASX:4DX), Douugh (ASX:DOU) and Black Canyon (ASX:BCA).
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US stocks climbed overnight, with the S&P 500 reaching a new record following the release of encouraging U.S. economic data.
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QX Resources Limited (ASX:QXR) Managing Director Steve Promnitz discusses the company's renegotiation of the option agreement for the Liberty Lithium Brine Project, which now allows for opportunities in two additional lithium projects in Nevada and Utah. He highlights the strategic importance of being positioned in the US lithium market amid growing demand for battery minerals.
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At 11:45am, the S&P/ASX 200 is 0.56% higher at 8,172 driven by a broad rally across all the sectors, led by consumer discretionary stocks.
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Haley Devine, the Director of Wealth Management for MaxCap Group, discusses why investors should consider adding an investment in commercial real estate debt to their portfolios.
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The Dow Jones Industrial Average and S&P 500 both slipped on Wednesday, retreating from their recent record highs.
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The number of companies going public in Australia has hit its lowest point since the global financial crisis 15 years ago, with a Mexican fast-food chain standing out as the largest listing in a market once dominated by new mining and energy stocks.
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Chinese markets have reacted positively, albeit briefly, to Beijing’s "unprecedented" measures aimed at stabilizing capital markets and boosting investor sentiment. However, the bigger question remains whether these initiatives will be enough to reignite the faltering real economy.
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Australian shares opened modestly higher, tracking a positive finish in New York as investors assessed comments from several US policymakers regarding the interest rate outlook. At 11:45am, the S&P/ASX 200 is 0.14 per cent lower at 8,141.40, driven by gains in the materials and energy sectors.
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The S&P 500 reached a new all-time closing high on Monday, extending last week's momentum following the Federal Reserve's recent interest rate cut.
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Immutep Limited (ASX:IMM) CEO and Executive Director Marc Voigt discusses the company's latest results in head and neck cancer.
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The Australian sharemarket experienced a decline from record highs, primarily due to investor concerns regarding the Reserve Bank's potential delay in interest rate cuts, expected to remain steady at 4.35 per cent for the seventh consecutive meeting. At 11:40am, the S&P/ASX 200 is 0.68 per cent lower at 8,153.90.
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The Dow Jones Industrial Average recorded a modest gain, closing at a record high on Friday, marking a significant rally for the week following the Federal Reserve's first major easing of interest rate policy in four years.
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Aus shares have reached a record high, while Myer highlights challenging market conditions.
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US stocks jumped overnight, with the Dow Jones Industrial Average and the S&P 500 rising to new all-time highs, as traders cheered the Federal Reserve’s Wednesday decision to lower interest rates by half a percentage point.
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US stocks experienced a volatile trading session overnight, ultimately closing lower despite an unexpected half-percentage-point interest rate cut by the Federal Reserve.
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The S&P 500 narrowly edged higher overnight, reaching a new all-time high as investors eagerly awaited the Federal Reserve's interest rate decision.
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At 11:40am, the S&P/ASX 200 is 0.23 per cent higher at 8,140.50.This comes amid expectations of a significant 50 basis point interest rate cut by the Federal Reserve later this week, with JPMorgan predicting the move and CME Futures data indicating a 67% probability. The Dow and equal-weight S&P 500 also hit record highs overnight, though gains were modest.
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The S&P 500 inched higher overnight as investors awaited the Federal Reserve’s highly anticipated policy meeting, where central bankers are expected to lower interest rates for the first time since 2020. Meanwhile, the Dow Jones Industrial Average climbed to a new all-time high.
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The Australian sharemarket briefly touched a new record high on Monday, mirroring a surge in US stocks. Banks and gold stocks led the gains, while energy and health sectors lagged. At the closing bell, the S&P/ASX 200 was 0.27 per cent higher at 8,121.60, driven by optimism about a potential interest rate cut by the Federal Reserve
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At 11:35am, the S&P/ASX 200 is 0.37 per cent higher at 8,130.20, buoyed by a rally on Wall Street driven by gains in tech and gold stocks.
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Investors have significantly raised their expectations for a half-percentage-point interest rate cut by the Federal Reserve next week, as the central bank prepares to reduce borrowing costs for the first time in over four years.
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The impending sale of Anglo American's Australian coal portfolio is poised to be one of the most significant transactions of the year, offering a crucial barometer for industry sentiment on the future of steel production and its supporting commodities. The sale is expected to provide valuable insights into the sector's outlook, particularly for metallurgical (met) coal, a key component of steel production.
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Oil prices have dropped sharply from their year-long trading range as investors grow increasingly concerned about weakening demand from the world’s largest economies. Brent crude, which had been fluctuating between $73 and $92 since last October, fell to $68.68 on Tuesday—the lowest since December 2021. The decline follows a report showing that China’s oil imports are still trailing behind last year’s levels, amplifying worries over global demand.
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US stocks surged on Friday, with the S&P 500 and Nasdaq Composite securing their strongest week of 2024, buoyed by anticipation for an upcoming Federal Reserve rate cut.
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Australian shares continued their upward trajectory, following Wall Street's rally, driven by rising commodity prices in the energy and mining sectors. At 11:30am, the S&P/ASX 200 is 0.53 per cent higher at 8,118.90, close to its all-time high.
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US stocks rallied overnight as investors continued to shrug off a rocky start to September and snapped up tech stocks in anticipation of a Federal Reserve rate cut next week.
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Australian shares rose shortly after the market opened, driven by broad gains led by the tech and energy sectors, mirroring a rally on Wall Street. At 11:35am, the S&P/ASX 200 is 0.7 per cent higher at 8,043.80, approaching its all-time high of 8148.7 set in August.
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In the midst of a volatile yen crisis, a global carry trade sell-off, and anticipation surrounding the Jackson Hole symposium, global physically-backed gold ETFs continued to show confidence in the precious metal during August, adding another US$2.1 billion in inflows. This marked the fourth consecutive month of positive inflows, with Western funds standing out, according to a World Gold Council (WGC) survey.
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Newmont Mining (ASX:NEM) has taken a significant step in its strategy to divest non-core assets by agreeing to sell its Telfer mine and a 70% stake in the nearby Havieron project in Western Australia to Greatland Gold (LSE:GGP).
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The much-anticipated wave of gold sector consolidation is finally gathering momentum. While some notable deals, such as Newmont’s $19 billion bid for Newcrest last year, have made headlines, mergers and acquisitions in the gold space have been relatively sporadic. However, AngloGold Ashanti’s recent £1.9 billion bid for UK-listed Centamin signals that pressure for consolidation is mounting.
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The Federal Reserve has significantly scaled back its proposed increase in capital requirements for the largest U.S. banks following pushback from the banking industry and lawmakers.
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The S&P 500 marked its second consecutive winning session on Tuesday as Wall Street worked to stabilise during a turbulent September.
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Australian shares rebounded on Tuesday, reflecting a rally on Wall Street as investors cautiously re-entered the market following last week’s sell-off. At 11:30am, the S&P/ASX 200 is 0.86 per cent higher at 8,057.10, driven by gains in banks and mining companies due to higher commodity prices.
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US stocks surged overnight as investors bought the dip following Wall Street's worst week of the year, with hopes that a potential Federal Reserve rate cut later this month would help support a slowing economy.
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Enthusiasm surrounding artificial intelligence (AI) is overshadowing broader struggles across the technology sector, with many companies still grappling with the slowdown that began in 2022, according to investors and recent financial reports.
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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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