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Staff Writers

Biotechnology / Markets / Shares / Video

Due Diligence Webinar – Antisense Therapeutics (ASX: ANP)

November 24, 2021November 24, 2021 - by Staff Writers

In a first time exclusive hear from Antisense Therapeutics (ASX: ANP) Managing Director & CEO – Mark Diamond, Chair – Charmaine Gittleson & Non-Executive Director – Gill Price.

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Markets / The Week that Was

The Week that Was – November 15-19, 2021

November 19, 2021November 19, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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BNPL / Markets / Shares

Fast-Growing Laybuy Trading at a Discount to Peers

November 12, 2021November 12, 2021 - by Staff Writers

Corporate Connect analyst Joh Snyman has today released a research report on Laybuy, valuing the BNPL company at $A0.96 per share vs the stock’s current trading price of $A0.45.

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Markets / The Week that Was

The Week that Was – November 8-12, 2021

November 12, 2021November 12, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Commodities / Markets / Shares / Video

$1 Coal Acquisition Now the Jewel in TerraCom’s Crown

November 10, 2021 - by Staff Writers

ShareCafe’s Tim McGowen speaks with TerraCom’s executive chairman Craig Ransley about their debt refinancing, South African mines and its Queensland cash cow Blair Athol.

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Commodities / Markets / Shares / Video

Allegiance Coal (ASX: AHQ) Ramping up US Coal Production

November 9, 2021November 11, 2021 - by Staff Writers

Allegiance Coal (ASX:AHQ), whose investment focus is on advanced, near production, or producing steelmaking coal projects in countries with low political risk, has announced an expansion to its US operations.

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Commodities / Markets / Shares

Oil Price Rise Drives Increased Price Target for Calima Energy

November 5, 2021November 5, 2021 - by Staff Writers

Corporate Connect analyst Lara Smith has released an updated research report on Australian exploration and production company Calima Energy (ASX: CE1), increasing the 12-month price target to $0.71 per share.

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Markets / The Week that Was

The Week that Was – November 1-5, 2021

November 5, 2021November 5, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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BNPL / Markets / Shares / Video

BNPL Player Laybuy Growing Strongly in the UK

October 29, 2021November 12, 2021 - by Staff Writers

ShareCafe’s Tim McGowen speaks with Gary Rohloff, Co-Founder and MD of BNPL company Laybuy, an innovative, fully integrated payment platform designed with simplicity at its core.

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Markets / The Week that Was

The Week that Was – October 25-29, 2021

October 29, 2021October 29, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Lithium / Markets / Shares / Video

Due Diligence Webinar – Lake Resources (ASX: LKE)

October 27, 2021November 18, 2021 - by Staff Writers

Lake Resources NL is a clean lithium developer utilising clean, direct extraction technology for the development of sustainable, high purity lithium from its flagship Kachi Project, as well as three other lithium brine projects in Argentina.

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Markets / The Week that Was

The Week that Was – October 18-22, 2021

October 22, 2021October 22, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Markets / Property / Video

Tailwinds v Headwinds in the Australian Residential Property Market

October 20, 2021October 20, 2021 - by Staff Writers

The attached webinar on the current state of the Australian residential property market was presented by CoreLogic’s Tim Lawless, one of Australia’s most popular property market analysts and commentators.

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Markets / Shares

WTL in a Strong Position to Consolidate or Be Acquired

October 18, 2021October 19, 2021 - by Staff Writers

Corporate Connect analyst Paresh Patel has today released an in-depth research report on emerging ASX-listed financial services company WT Financial Group (ASX: WTL).

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Markets / The Week that Was

The Week that Was – October 11-16, 2021

October 15, 2021October 15, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Biotechnology / Markets / Shares / Video

Diagnosing COVID Via a Smartphone App

October 15, 2021October 16, 2021 - by Staff Writers

ResApp Health (ASX: RAP) is developing digital healthcare solutions to assist doctors and empower patients to diagnose and manage respiratory disease.

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Biotechnology / Markets / Shares

Immutep Taking the Fight to Cancer

October 13, 2021October 13, 2021 - by Staff Writers

Following on from his previous report on the company, Corporate Connect analyst Marc Sinatra has today published an updated analysis of ASX-listed biotech Immutep Ltd (ASX: IMM), valuing IMM at $A2.20 per share.

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Markets / Shares

Plenti Delivers 140% YoY Growth, Brings Forward Profitability

October 12, 2021 - by Staff Writers

ASX-listed fintech Plenti Group has today released its Q2FY22 quarterly report, which shows strong growth despite the COVID-induced lockdowns during the period.

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Markets / The Week that Was

The Week that Was – October 4-9, 2021

October 8, 2021October 8, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Commodities / Markets / Potash / Shares

Lake Throssell Potash Project Looking Good for Trigg

October 8, 2021October 8, 2021 - by Staff Writers

A Scoping Study on Trigg Mining’s flagship Lake Throssell Sulphate of Potash project demonstrates a compelling business case with the potential for strong financial returns.

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ESG / Markets / Shares

Vanadium Set for Strategic Role in the Energy Transition

October 7, 2021October 7, 2021 - by Staff Writers

Corporate Connect analyst Lawrence Grech has today released a report on Australian mineral processing technology company TNG Limited, project developer of the 100% owned Mount Peake Project in the NT.

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Biotechnology / Markets / Shares

Antisense Duchenne’s Trial Set for Approval?

October 5, 2021October 5, 2021 - by Staff Writers

Corporate Connect analyst Marc Sinatra has released an update of his previous research report on Antisense Therapeutics, placing a 12-month price target on the company of $A0.48.

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Markets / The Week that Was

The Week that Was – September 27-October 2, 2021

October 1, 2021October 1, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Commodities / Markets / Shares

New Funding Boosts Re-Rating Potential for TerraCom

September 29, 2021September 30, 2021 - by Staff Writers

Corporate Connect analyst Lawrence Grech has today released an updated analysis of TerraCom Limited, in which he has upgraded the target price from $A0.24 to $A0.31 and placed an NPV on the company at $A0.37.

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Markets / The Week that Was

The Week that Was – September 20-24, 2021

September 24, 2021September 24, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Commodities / EV Space / Lithium / Markets / Shares / Video

Lake’s JV Partner Secures A Grade Investors

September 23, 2021September 23, 2021 - by Staff Writers

Lake Resources has announced that its clean technology partner Lilac Solutions Ltd (Lilac) will join the Argentinian Kachi project, earning up to 25% at the asset level, subject to performance hurdles.

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Markets / The Week that Was

The Week that Was – September 13-17, 2021

September 17, 2021September 17, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Commodities / Lithium / Markets / Shares

Lake Resources Announces Low-Cost Funding Pathway

September 17, 2021September 17, 2021 - by Staff Writers

Di Brookman, analyst at Corporate Connect, has written a report on clean lithium producer Lake Resources after the company’s announcement regarding a financing agreement for its flagship Kachi project.

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Commodities / Markets / Shares / Video

Is Calima Energy the Best Way to Play the Rising Oil Price?

September 14, 2021September 14, 2021 - by Staff Writers

Calima owns a 100% interest in more than 60,000 acres of drilling and production rights in the Montney Formation (in British Columbia, Canada), one of the top ranked resource plays in North America.

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Markets / The Week that Was

The Week that Was – September 6-10, 2021

September 10, 2021September 10, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Markets / The Week that Was

The Week that Was – August 30-September 3, 2021

September 3, 2021September 3, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Commodities / Markets / Shares / Video

Euro Manganese (ASX: EMN) Investor Update

August 31, 2021 - by Staff Writers

A video investor update from ASX-listed, Canadian-based manganese producer Euro Manganese.

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Markets / The Week that Was

The Week that Was – August 23-27, 2021

August 27, 2021August 27, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Markets / The Week that Was

The Week that Was – August 16-20, 2021

August 20, 2021August 20, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Markets / Shares / Technology

Harris Technology: a great eCommerce investment opportunity

August 18, 2021 - by Staff Writers

Harris Technology is riding a wave of record success accelerated by the effects of COVID-19 driving demand and the country’s growing adoption of online shopping.

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Biotechnology / Markets / Shares / Technology

Nanoveu’s Nanoshield Proving to Be Simply Brilliant

August 18, 2021 - by Staff Writers

Sometimes the most brilliant ideas can also seem like the simplest.

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Biotechnology / Markets / Shares / Technology

For a Life Free of Pain

August 18, 2021 - by Staff Writers

Regenerative medicine company Regeneus is at the forefront of providing a novel, stem cell-based therapy for knee osteoarthritis which afflicts hundreds of millions of people worldwide.

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Markets / The Week that Was

The Week that Was – August 9-13, 2021

August 13, 2021August 13, 2021 - by Staff Writers

We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.

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Markets / Shares / Technology

Strategic Investor in Novonix Drives Valuation Higher

August 13, 2021August 12, 2021 - by Staff Writers

Corporate Connect analyst Di Brookman has released a new research report on Novonix, after the company announced a strategic investment by US multinational energy company Phillips 66.

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Biotechnology / Markets / Shares / Technology

Genetic Signatures: Australia’s Rapid Growth Diagnostics Company

August 11, 2021 - by Staff Writers

Genetic Signatures’ growth strategy is about building its customer numbers, the range of its proprietary tests for COVID-19 and a range of viral, protozoan, fungal and bacterial infections.

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Posts navigation

Previous 1 2 3 … 8 Next
  • FNN Video Test 1
  • Chinese Property Sector Slip Slidin’ Away
  • Nuggets Galore from the Local Resources Sector
  • The Falls in Share Markets – the Bad News and the Good
  • Trafigura Taking Lithium Supply Matters into its Own Hands
  • Where are All the Chairs Now the Music Has Stopped?
  • The Week that Was – May 16-20, 2022
  • CGF – Credit Suisse rates the stock as Neutral

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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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