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Shane Oliver

Dr Shane Oliver, Head of Investment Strategy and Economics and Chief Economist at AMP Capital is responsible for AMP Capital's diversified investment funds. He provides economic forecasts and analysis of key variables and issues affecting all asset markets.

Shane Oliver

The Threat Of Global Deflation

January 27, 2015 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on January 21 2015 and has been republished with permission from the original author.

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Shane Oliver

2015 – A List Of Lists Regarding The Macro Investment Outlook

January 22, 2015 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on January 15 2015 and has been republished with permission from the original author.

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Shane Oliver

The Plunging Oil Price – Why & What It Means

January 15, 2015 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on January 8 2015 and has been republished with permission from the original author.

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Shane Oliver

Review Of 2014, Outlook For 2015

December 11, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on December 5 2014 and has been republished with permission from the original author.

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Shane Oliver

China Cuts Interest Rates

December 1, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 24 November 2014 and has been republished with permission from the original author.

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Shane Oliver

Starting Point Valuations Matter, A Lot

November 20, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 20 November 2014 and has been republished with permission from the original author.

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Shane Oliver

The End Is Nigh, Or Is It?

November 13, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 13 November 2014 and has been republished with permission from the original author.

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Shane Oliver

The End Of US Quantitative Easing

October 30, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 30 October 2014 and has been republished with permission from the original author.

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Shane Oliver

Sub-Par Global Growth, Aging Populations & The Search For Yield

October 23, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 23 October 2014 and has been republished with permission from the original author.

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Shane Oliver

Global Currency Gyrations & The Australian Dollar

October 15, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 14 October 2014 and has been republished with permission from the original author.

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Shane Oliver

Share Market Correction

October 7, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 7 October 2014 and has been republished with permission from the original author.

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Shane Oliver

Australian House Prices – A Bit Too Hot In Parts

September 25, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 25 September 2014 and has been republished with permission from the original author.

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Shane Oliver

The Fed, US Rates & What It Means For Investors

September 19, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 18 September 2014 and has been republished with permission from the original author.

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Shane Oliver

Profits & The Australian Economy – Not Bad!

September 3, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 3 September 2014 and has been republished with permission from the original author.

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Shane Oliver

The Global Economic Outlook

August 28, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 27 August 2014 and has been republished with permission from the original author.

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Shane Oliver

The Latest Ebola Outbreak – Investor Implications

August 18, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 18 August 2014 and has been republished with permission from the original author.

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Shane Oliver

Why I Love Dividends & You Should Too

August 14, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 13 August 2014 and has been republished with permission from the original author.

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Shane Oliver

The Medium Term Return Potential For Major Assets – Still Constrained

August 8, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 8 August 2014 and has been republished with permission from the original author.

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Shane Oliver

Investment Outlook After Another Solid Financial Year

July 23, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 22 July 2014 and has been republished with permission from the original author.

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Shane Oliver

The Power Of Compound Interest

July 17, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 16 July 2014 and has been republished with permission from the original author.

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Shane Oliver

Oliver’s Insights: Abenomics

July 10, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 9 July 2014 and has been republished with permission from the original author.

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Shane Oliver

Share Market Risks

June 26, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 26 June 2014 and has been republished with permission from the original author.

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Shane Oliver

The Bond Rally, Secular Stagnation & Now Iraq

June 19, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 19 June 2014 and has been republished with permission from the original author.

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Shane Oliver

Europe Continues To Reflate

June 12, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 11 June 2014 and has been republished with permission from the original author.

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Shane Oliver

The Structural Challenges Facing Australia

June 6, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 5 June 2014 and has been republished with permission from the original author.

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Shane Oliver

India Getting Back On Track

May 22, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 21 May 2014 and has been republished with permission from the original author.

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Shane Oliver

The Budget – Heading Back To Surplus

May 14, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 14 May 2014 and has been republished with permission from the original author.

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Shane Oliver

The US Economy, The Fed & Interest Rates

May 9, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 7 May 2014 and has been republished with permission from the original author.

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Shane Oliver

21 Great Investment Quotes

May 1, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 30 April 2014 and has been republished with permission from the original author.

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Shane Oliver

Crash Calls For Share Markets

April 17, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 16 April 2014 and has been republished with permission from the original author.

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Shane Oliver

Australian Housing To The Rescue – But Is It Too Hot?

April 4, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 3 April 2014 and has been republished with permission from the original author.

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Shane Oliver

Common Myths & Mistakes Of Investing

March 28, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 27 March 2014 and has been republished with permission from the original author.

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Shane Oliver

The Ukraine Crisis

March 18, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 17 March 2014 and has been republished with permission from the original author.

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Shane Oliver

The Critical Role Of Asset Allocation For Investors

March 14, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 12 March 2014 and has been republished with permission from the original author.

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Shane Oliver

The Australian Economy – Looking Beyond The Gloom

March 6, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 5 March 2014 and has been republished with permission from the original author.

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Shane Oliver

The US Reinvents Itself, Yet Again!

February 26, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 25 February 2014 and has been republished with permission from the original author.

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Shane Oliver

Chinese Debt Worries And Growth

February 20, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 19 February 2014 and has been republished with permission from the original author.

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Shane Oliver

Why Investors Need To Be Wary Of Crowds

February 13, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 12 February 2014 and has been republished with permission from the original author.

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Shane Oliver

The Australian Dollar – Still More To Fall

February 7, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on 6 February 2014 and has been republished with permission from the original author.

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Shane Oliver

The Threat From Emerging Markets – How Serious?

February 5, 2014 - by Shane Oliver

Note: This article was originally published on Oliver’s Insights on January 28, 2014 and has been republished with permission from the original author.

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Posts navigation

Previous 1 … 7 8
  • Beijing Looks Set to Extend NEV Subsidies
  • Biotech, Down but Absolutely Not Out
  • The Week that Was – June 20-24, 2022
  • The Plunge in Shares & Flow on to Super
  • Tough Week for Some Local Gold Producers
  • Fear of Hanging On and Quasimodo’s Dream
  • TPG – Macquarie rates the stock as Outperform
  • MTS – UBS rates the stock as Buy

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DOWNLOAD RESEARCH REPORT

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.

                SMSFBrokerFinancial Adviser

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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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