The uptake of medicinal cannabis products in Australia continues to boom, but most providers of the herbaceous material are not reaping the benefits because of oversupply, commoditised pricing and investor indifference.
Read More
A sales deal between a hearing assistance company and a maker of loud percussion instruments may seem incongruous, but to the ASX-listed Audeara (ASX:AUA) the transaction sends out all the right notes – loud and clear.
Read More
Despite innovative technology, Memphasys (ASX:MEM) has been swimming against the tide in recent times. But with the company poised to bank $4.23 million in a capital raising and having signed expanded distribution agreements, wary investors can expect better times as the company shifts from a research and development focus to commercialisation.
Read More
Little Green Pharma (ASX:LGP) chief executive Paul Long attests to official data showing the rapid uptake of medical cannabis in Australia – albeit with some informal anecdotal observations.
Read More
Perth-headquartered rock phosphate producer CI Resources has a unique claim to fame: it’s the only ASX-listed entity to operate on Christmas Island, the remote Australian territory in the Indian Ocean that is much closer to Jakarta than Canberra.
Read More
When it comes to cancer diagnostics, the ‘tried and trusted’ methods are often not the best ones, but merely the techniques clinicians are familiar with. For the ASX-listed INOVIQ (ASX:IIQ), the field is ripe for disruption and the company is wasting no time progressing its precision diagnostics based on two separate platform technologies – SubB2M and EXO-NET.
Read More
20 Jul 2023 – Altan Rio Minerals works on the simple ethos that ‘the best place to find a gold mine is next to a gold mine’.
Read More28 Jun 2023 – Identifying one of WA's most exciting lithium finds involved trawling through long-forgotten archives in the bowels of the state’s museum.
Read MoreLike its Australian Rules footballer namesake, Cazaly Resources has always flown high over the crowded pack of small-cap explorers since listing two decades ago.
Read MoreMining services provider Babylon Pump & Power has had a few setbacks over the last couple of years, but it is beginning to bear the fruits of management’s recapitalisation and refocusing effort.
Read MoreFor rare earths hopeful ABx Group, the ability to extract the coveted material economically is just as important as having a well-located deposit with the right size and grade in the first place.
Read MorePreviously focused on the Asian nation of Myanmar, Mallee Resources has refocused its efforts about 8000 kilometres south, in the mining-friendly jurisdiction of Tasmania.
Read MoreSigns of life are emerging in the global biotech sector after the longest and sharpest downturn in history that was so severe it left hundreds US companies trading below cash backing.
Read MoreWhen Michael Shelby and some colleagues formed Babylon Pump & Power in 2017, all he had was a good reputation in the sector spanning many decades. How things have changed.
Read MoreWhen you’re a small cap resources explorer on a tight budget, drawing on previous work on the same ground helps to shorten the odds of success – especially when they leave the riches behind.
Read MoreKalgoorlie Gold Mining sees no reason to stray beyond the storied WA gold region that shares its name. Tim Boreham takes a look into the recently listed miner.
Read MoreASX-listed small cap companies are flocking to the ATM for a ready source of cash, at a time and amount of their choosing. Not, as Tim Boreham explains, the sort of ATM you might be thinking.
Read MoreMy Foodie Box sold its first meal kits in 2019 to 35 subscribers but now has an active subscriber base of more than 2000, with expectations of doubling this number by the end of 2022.
Read MoreAmong the various projects it currently has on the go, Tasmanian-based miner ABx Group is serving up rare earth treats for investors from its four Tasmanian super magnet metals prospects.
Read MoreCurrently a $10 million market cap tiddler, NickelX hopes to join the WA nickel big league with its acquired Cosmos South project, at the north-east end of the Fraser Range.
Read MoreKnown more as an Australian-focused medical cannabis minnow when it listed two years ago, Little Green Pharma now has access to more than half of the addressable EU market.
Read MoreThe sharp retreat in global biotech valuations is creating rare buying opportunities as investors flee ‘riskier’ sectors on the back of rising rates, dwindling liquidity and heightened geopolitical tensions.
Read MoreSometimes it’s the supposedly smaller things that can grind industry to a halt, such as the current shortage of the obscure diesel additive AdBlue. ABx Group may just have a solution.
Read MoreArdiden’s Pickle Lake Gold Project in the gold-rich province of Ontario is just down the road from mines operated by the likes of Evolution Mining, Newmont Mining and Barrick Gold.
Read MoreFor VIP Gloves, a pre-pandemic decision to expand its Malaysian production capacity has proved a positive strategic move capitalising on Malaysia’s dominant global glove manufacturing industry.
Read MoreIn his progression from student entrepreneur to founder of one of the world’s fastest growing online travel companies, 41-year-old Melburnian Adam Schwab has tackled plenty of business challenges.
Read MoreHumanity has a profound demographic problem and it’s not overpopulation. On the contrary, men are becoming more infertile and the quality of their sperm is deteriorating, leading to health problems.
Read MoreThe US Food and Drug Administration’s approval of a new treatment for Alzheimer’s disease suggests a sea change in the regulator’s attitude to green-lighting novel drugs for difficult-to-treat illnesses.
Read MoreSpirit Technology Solutions has undergone an acquisition and organic sales-fuelled metamorphosis, selling an array of I.T. and telco add-on services to small to mid-sized businesses and not-for-profit clients.
Read MoreIt has been a rocky corporate journey for the ASX-listed Anteris Technologies, but with its revolutionary heart technology Anteris has the ticker to be the next Aussie medical device giant.
Read MoreTim Boreham has a look at Australian oil and gas developer Calima Energy (ASX: CE1) after its acquisition of Canadian producer Blackspur Oil and recent capital raising.
Read MoreLittle Green Pharma has become one of the few Australian cannabis companies with full approvals from both the TGA and the Office of Drug Control.
Read MoreTwo announcements from drug developer Antisense Therapeutics have raised hopes of an expedited path to market for its novel candidate to treat a genetic muscular disorder that affects only boys and is regressive, fatal, and poorly treated.
Read MoreKazia Therapeutics has been trialling its lead drug paxalisib (formerly GDC-0084) to treat the aggressive and complex disease. Paxalisib inhibits a signalling pathway called PI3K which is expressed in 85 per cent to 90 per cent of glioblastoma tumours. After years of quiet development, Kazia in August achieved two key milestones.
Read MoreWith Immutep’s largest and most advanced trial in breast cancer patients, AIPAC, the company is running it alone. Otherwise, its clinical activities revolve around partnerships with big pharmaceutical houses, which reduce the risk and cost of big-ticket drug development.
Read MoreAs a pioneer of advanced battery materials the ASX listed technology house Novonix is playing a key role in cracking the battery equivalent of Roger Bannister’s four-minute-mile in 1954.
Read MoreWhile local investors are unfamiliar with psychedelic therapy, this is likely to change given the burgeoning interest in North America, where no fewer than 20 companies are actively involved in the field.
Read MoreAssuming the lack of a bad debt apocalypse, the big banks certainly look cheap. But the smaller banks look even cheaper, which suggests there’s better value at the minnow end which is more oriented to mortgages than business lending.
Read MoreThe age-old notion of Australians betting on anything that crawls has been supported by the behaviour of sports punters during the virus lockdown that has stymied most professional sporting events.
Read More|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Error: Contact form not found. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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. |
|
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. |
|
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. |
|
|
|
|
|
|
|
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. |
|
|
|
|
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.
|
|
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. |
|
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. |
|
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. |
DOWNLOAD RESEARCH REPORT
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
