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Commodities

Commodities / Markets

India Follows Wheat Ban with Sugar Cap

May 26, 2022 - by Glenn Dyer

After its wheat export ban, India has now capped sugar exports to safeguard its own supplies and ease inflationary pressures which threaten to trigger rising social unrest.

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Commodities / Markets / Shares

Mining Morsels: PLS, CHN

May 25, 2022May 25, 2022 - by Glenn Dyer

Plenty of action on Wednesday in the always interesting local mining sector. Here is the latest from strategic metals producers Pilbara Minerals and Chalice Mining.

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Commodities / Etfs / Funds / Markets

Gold – Hedge or Not?

May 25, 2022May 25, 2022 - by Cameron McCormack

In response to investor interest in how best to access gold and gold miners, Cameron McCormack explains why VanEck believes an unhedged exposure is the best way to do so.

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Commodities / Markets

Commodities Corner: Renewed Focus

May 22, 2022May 22, 2022 - by Glenn Dyer

The main impact of the Australian election result will be to underline the continuing importance of green products to future growth as climate change policies and spending move to centre stage.

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Commodities / Markets / Shares

Nuggets Galore from the Local Resources Sector

May 20, 2022May 20, 2022 - by Glenn Dyer

While investor attention remains focused on inflation and interest rates, activity continues to burble on across Australia’s resources sector. here’s some news from around the traps.

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EV Space / Lithium / Markets / Shares

Trafigura Taking Lithium Supply Matters into its Own Hands

May 20, 2022May 20, 2022 - by Glenn Dyer

While Elon Musk continues to whine about the cost and shortage of key renewable minerals such as lithium, one major global player is setting itself up to benefit fully from the evolving boom.

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Commodities / Etfs / Funds / Markets

Strong Dollar Grounds Gold Despite Soaring Inflation

May 20, 2022 - by VanEck Investments

Joe Foster from VanEck takes us on an in-depth look at the gold market in light of the myriad current economic and geopolitical factors at play.

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Commodities / Funds / Markets

The Surprising Case for Natural Resources

May 18, 2022May 18, 2022 - by Janus Henderson Investors

Tal Lomnitzer from JH discusses the strong demand for resources fuelled by evolving global energy needs as well as the diversification merits of a long-term allocation to the asset class.

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Commodities / Markets

Wheat Trades Limit Up after Indian Export Ban

May 17, 2022 - by Glenn Dyer

As expected global wheat prices jumped sharply Monday in the wake of Indian’s surprise ban on exports of the key grain from last Saturday.

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Commodities / Markets

Another Stay for Foreign Miners in Chile

May 16, 2022May 16, 2022 - by Glenn Dyer

It is looking increasingly likely that big miners have escaped the worst of the resource nationalism of the new Chilean government and its attempts to rewrite the country’s constitution.

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Commodities / Markets

Commodities Corner: Indian Ban Set to Chafe Wheat Market

May 15, 2022May 15, 2022 - by Glenn Dyer

World rural commodity markets have been whacked by India’s immediate ban on wheat exports and extreme volatility is forecast when trading resumes later today.

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Commodities / Markets / Technical Analysis

Kick-Starting a Russia-Free Energy Transition

May 12, 2022May 12, 2022 - by Lawrence Grech

Corporate Connect analyst Lawrence Grech takes looks at the havoc Russia’s invasion of the Ukraine has had on energy markets and how global reliance on the region can be reduced.

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Commodities / Markets / Shares

Good Time to Be the Middle Man in the Oil Game

May 12, 2022May 12, 2022 - by Glenn Dyer

Oil price strength has fattened profit margins up the production, distribution and retail chains, with local refiners Viva and Ampol among those reaping the bottom-line benefits.

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Lithium / Markets / Shares

Wesfarmers’ Low-Key Lithium Presence On Track

May 10, 2022May 10, 2022 - by Glenn Dyer

It’s far from a main earnings driver, but a rare update has confirmed that Wesfarmers’ half-owned lithium project in WA remains on track for first production in two years’ time.

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Commodities / Markets / Shares

Aurelia Given Green Light to Expand Peak Site

May 9, 2022May 9, 2022 - by Glenn Dyer

Local miner Aurelia Metals says the NSW government has given the company the green light for it to expand its existing Peak gold and base metals operation at a cost of $65 million.

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Commodities / Markets

Chile Cools for Now on Nationalisation Plans

May 8, 2022May 8, 2022 - by Glenn Dyer

Companies with interests in Chile’s huge mining sector have received a temporary reprieve over proposals that could have seen them lose control of their mines and the minerals they contain.

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Commodities / Markets

Commodities Corner: Situation Normal, All Frothed Up

May 8, 2022May 8, 2022 - by Glenn Dyer

Situation normal for markets given the volatility since Russia’s late February invasion of Ukraine, as traders try to work out just where prices will be heading in the wake of a rough week.

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Commodities / EV Space / Lithium / Markets

Mixed Fortunes Across the Lithium Space

May 6, 2022May 6, 2022 - by Glenn Dyer

The usual high news traffic for the lithium and EV space this week – here are some updates from Albemarle, Livent and battery giant Contemporary Amperex Technology to get you up to speed.

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Commodities / Markets / Shares / Video

Asra Minerals’ Rare Earths Find One of a Kind

May 5, 2022May 19, 2022 - by Staff Writers

Asra Minerals Limited (ASX: ASR) Executive Chairman Paul Summers and Senior Geologist Claudio Sheriff discuss the significance of the company’s rare earths discovery.

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Commodities / Funds / Markets

Mining Stocks Buoyed by Base Metal Strength

May 2, 2022May 4, 2022 - by Perpetual

After a March that saw some metal prices touch new highs, Perpetual’s Clarke Wilkins looks at the major commodities and the sectors and stocks that have caught his eye.

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Commodities / Markets

Indonesian Palm Oil Ban Set to Wreak Havoc

April 29, 2022April 29, 2022 - by Glenn Dyer

Of utmost concern for investors and consumers alike is news that Indonesia has just banned the export of a key food ingredient and cooking product for billions of people around the globe.

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Commodities / Markets

Boddington, Tanami Continue to Drive Newmont

April 29, 2022April 29, 2022 - by Glenn Dyer

The 1Q22 financial results from Newmont have again confirmed the world’s biggest gold miner can’t do without its two big Australian mines – Boddington in WA and Tanami in the NT.

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Commodities / Markets / Shares

Newcrest Ticks Up Guidance but Concerns Remain

April 29, 2022April 29, 2022 - by Glenn Dyer

Newcrest has lifted its gold production guidance slightly along with an increase in output for the March quarter, but warned of continuing concerns here and at its mines in PNG and in Canada.

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Commodities / Markets / Shares

ABx Serving Up Rare Earth Treats for Investors

April 28, 2022April 28, 2022 - by Tim Boreham

Among 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.

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Commodities / Markets / Shares

Oil & Gas Outtakes: WPL, BPT

April 26, 2022April 26, 2022 - by Glenn Dyer

External pressures and the market’s bearish mood totally quashed any positive sentiment to be gleaned from upbeat quarterly updates released on Tuesday by Woodside and Beach Energy.

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Commodities / Funds / Markets

A Strategic Case for Commodities

April 26, 2022April 26, 2022 - by MFS Investment Management

MFS explains how commodities can be an important diversifier during periods of higher inflation and why the asset class could be an integral component of multi-asset portfolios.

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Commodities / Markets

Commodities Corner: Oil on the Skids

April 25, 2022April 25, 2022 - by Glenn Dyer

After its recent strength, oil’s upward march has been slowed and now reversed by increasing headwinds as demand weakens and the initial shock from the Ukraine invasion wears off.

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Commodities / EV Space / Lithium / Markets / Technology

Lithium Space Abuzz with Mexican Nationalisation News

April 22, 2022April 22, 2022 - by Glenn Dyer

Never a dull moment in the lithium space, and this week was no different as Mexico made the decision to nationalise its industry in the metal and Elon Musk had plenty more to say about pricing pressures.

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Commodities / Markets / Shares

Ore Solid, but BHP Not Immune to Covid

April 21, 2022April 21, 2022 - by Glenn Dyer

BHP did much better in its key iron ore business than rival Rio Tinto did, although the surge in WA Covid infections and associated labour shortages in hit its nickel and copper operations.

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Commodities / Markets / Shares

Pilbara Ore Weakens for Rio, No Word on Jandar

April 20, 2022April 20, 2022 - by Glenn Dyer

A weak March quarter production report from Rio Tinto so far as its Pilbara iron ore operations are concerned, while only ominous silence about the future of its Jandar Serbian lithium mine.

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Commodities / EV Space / Markets / Shares

Washington Funds US Expansion Plans for Syrah

April 19, 2022April 19, 2022 - by Glenn Dyer

Like Lynas and its rare earths operation in Texas, rival Syrah Resources has won financial support from the American government to help expand its operations in that country.

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Commodities / Funds / Markets

How Important is Russian Oil and Gas as Further Sanctions Loom?

April 13, 2022April 13, 2022 - by Schroders

As the EU considers further sanctions on Russia, Schroders looks at the importance of Russian energy supplies and asks fund manager Malcolm Melville about the implications.

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Commodities / Markets

Big Jump in Hedland Ore Export Numbers

April 12, 2022April 12, 2022 - by Glenn Dyer

The solid performance last month for companies using Port Hedland capped an equally good March quarter which saw a nice rise in prices and volumes for the key steelmaking raw material.

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Commodities / Markets

The US’ Missing Barrels – Refined Exports at Risk

April 12, 2022April 12, 2022 - by Lawrence Grech

The US downstream petroleum industry has adjusted and mostly thrived in response to major structural changes. Can it now meet the new missing million-barrel refining gap?

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Markets / Potash / Shares / Video

Trigg’s Potash Resources Helping Secure Australian Food Supply

April 12, 2022 - by Staff Writers

Trigg Mining CEO / MD Keren Paterson discusses the global demand for potash, the difference between sulphate of potash and muriate of potash, and the company’s flagship project at Lake Throssell in WA.

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Lithium / Markets / Shares / Video

Lake Resources and Ford Motor Company Sign Non-Binding MoU

April 11, 2022April 13, 2022 - by Staff Writers

Lake Resources has announced an offtake proposal for approximately 25,000 tonnes per annum of lithium from the Kachi Project in a non-binding agreement with Ford Motor Company.

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Commodities / Markets

Commodities Corner: Oil Remains the Focal Point

April 10, 2022April 10, 2022 - by Glenn Dyer

Oil was once more the focus of commodity markets over the past seven days and will be again this week due to its role in what will be another big rise in US inflation.

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Commodities / Lithium / Markets

Musk Hints at Tesla Entry into Lithium Mining

April 10, 2022April 10, 2022 - by Glenn Dyer

So concerned is Elon Musk about the rising price of lithium, he says Tesla may get into the lithium mining and refining business directly and at scale to try and control the cost.

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EV Space / Lithium / Markets

The Downside to the Electric-Powered Bandwagon

April 8, 2022April 8, 2022 - by Glenn Dyer

The Federal Government’s March Resources and Energy update has provided a handy rule of thumb for investors looking at electric vehicles as well as the usage and demand for renewable minerals.

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EV Space / Lithium / Markets

Lithium: Good if you can get it

April 8, 2022April 8, 2022 - by Glenn Dyer

Strong demand for lithium is currently resulting in shortages of spodumene, lithium hydroxide and lithium carbonate, pushing spot prices for all three commodities to record levels.

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  • Evening Report: 26 May, 2022
  • Bell Potter LIC Weekly: Quality Growth – Going, Going, Gone
  • S32 – Citi rates the stock as Buy
  • ALQ – Morgan Stanley rates the stock as Equal-weight
  • SLC – Morgans rates the stock as Add
  • FPH – Citi rates the stock as Buy
  • ALQ – Macquarie rates the stock as Outperform
  • NAN – Morgans rates the stock as Add

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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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