It should be really exciting times for Trigg Mining, which is working to bring onstream one of Australia’s largest deposits of Sulphate of Potash, a premium fertiliser product.
Read MoreMCP Master Income Trust offers investors direct access to a diversified pool of Australian corporate debt. Alongside wholesale funds managed by MCP, the trust will lend directly to Australian corporate borrowers, and hold a diversified exposure of loans to Australian companies, diversified by borrower, industry and credit quality.
Read MoreAmcor now operates in 45 countries, including India, Malaysia, China and Argentina as well as countries in eastern Europe. The company is a play on global economic activity, but in a relatively resilient and defensive space. About one-third of revenue comes from the faster-growing emerging markets.
Read MoreThere’s a growing group of Australian services stocks doing excellent things in the global market, and Wellcom Group Limited (WLL) is certainly in that category. Wellcom is a global advertising and marketing creative production agency specialising in content creation and design. The company designs and produces advertising and marketing material for a wide range of customers who own brands, including household-name consumer goods and services businesses.
Read MoreHaving been listed on the Australian Securities Exchange and its predecessor bodies for 132 years, BHP is an icon of the stock market. Every investor understands – or should understand – that successful participation in the stock market requires a long-term view. Even people who have no interest whatsoever in the share market could, if asked to identify an Australian stock, instantly come up with one: BHP.
Read MoreThe turnaround at Treasury has seen the shares rise to levels just under $12, which capitalises the company at $8.8 billion and has delivered shareholders a return of 52% a year over the last three years.
Read MoreWith the imminent closure of the Hazelwood power station, there may not be much in the way of good economic news in Victoria’s Latrobe Valley at the moment, but the eponymous Latrobe Magnesium (LMG) hopes to change that.
Read MoreBroo is a highly speculative stock, but it has significant upside potential in the Chinese market if consumers go for the Kangaroo-adorned beer.
Read MoreEstablished in 2015, Afterpay has developed a frictionless payments technology that enables shoppers to ‘buy now, receive now, pay later,’ in a manner that avoids using credit cards, borrowing any money, or paying any upfront fees or interest.
Read MoreA listed investment company (LIC) with a difference is heading to the Australian Securities Exchange (ASX), with the imminent listing of Plato Income Maximiser Limited. While the Plato Income Maximiser is not the first income-oriented LIC on the exchange, it will be the first to target paying monthly franked dividends.
Read MoreCatapult provides elite sporting organisations and athletes with detailed, real-time data and analytics to monitor and measure athletes. The founders behind Catapult invented this technology category in the early 2000s, in partnership with the Australian Institute of Sport (AIS) to monitor and track the physiological performance of elite athletes.
Read MoreSpring Financial Group has grown steadily by expansion since listing in March 2015. The Financial Choice acquisition is Spring’s second major deal of 2017: the first was a revenue and equity-based JV with residential property manager Tessa Residential, to provide property management, letting agency and resale services to Spring’s clients.
Read MoreAustralia’s largest retailer of residential lighting and ceiling fans, Beacon Lighting Group (BLX), has followed a path on the share market in its listed life that is similar to several other small-cap floats in recent years: a successful debut, market euphoria, sudden disappointment through a profit downgrade, and price collapse.
Read MoreThe growth of SMSFs has given rise to a whole new industry, and this is where Class Limited (CL1) operates. Class develops cloud-based software solutions for the Australian wealth accounting market, specialising in software-as-a-service (SaaS) administration solutions that automate manual workloads, driving high levels of processing efficiency and scalability.
Read MoreThe business press may be full of stories indicating that retail is struggling in Australia, in the wake of an underwhelming Christmas season, but not every sector of the market is equally gloomy.
Read MoreLike many commodities, tin had a strong 2016, rising 60% in the second half of the year, mainly on the back of increased demand from Chinese economic stimulus encountering declining supply.
Read MoreHealthcare gives every indication of being an investment no-brainer: Australia’s ageing population will provide tailwinds for decades to come, boosting the demand for drugs, surgeries, hospital beds and services such as pathology and radiology.
Read MoreAustin has manufacturing facilities in Australia, Indonesia and South America. The Australian facilities make, assemble, repair and maintain (on and off-site) products used in the mining and resources sector, with the main product lines including customised dump truck bodies, water tanks, excavator buckets and materials handling equipment.
Read MoreSpecialist financial services company Pepper Group (PEP) enjoyed a five-month honeymoon on the Australian Securities Exchange (ASX) after its July 2015 listing, but 2016 was not kind to the stock.
Read MoreOne of the quirks of the Australian stock market this year was the rediscovery by a lot of investors of the “other” stock market – the one outside the S&P/ASX 100.
Read MoreIt’s summer in Australia, which for many of us means the beach and all the enjoyment associated with it. But even though it is a very big ocean that surrounds our continent – actually, there are three of them – it is a rare beachgoer that doesn’t succumb to at least a fleeting through of the creatures with which we share those oceans.
Read MoreIt’s been a long and occasionally tough road on the Australian Securities Exchange (ASX) for medical device maker Uscom (UCM), but the company is poised for profitability, with its three major product lines selling into world markets.
Read MoreThere’s no doubting that drones are one of the technologies of the 2010s so far. As advances in technology have made drones smaller and more accessible, their use, and potential applications is swelling all the time – for purposes both good and not-so-good.
Read More“Borrow short, lend long” is the banks’ mantra, but niche lender Investors Central has turned that around – it borrows long, and lends shorter.
Read MoreMint is arguably poised for big growth, and Asia is the focus of its attention. The addressable market is huge – the company says the global mPOS terminal market will grow at a compound annual growth rate of 32 per cent from 2015 to 2019.
Read MoreAustralian manufacturing is not dead. Not when the likes of Pental Limited (PTL) are still flourishing in business.
Read More“Listed law firm” is not a phrase to gladden the heart of an investor, after Slater & Gordon’s 98 per cent plunge in just 12 months – March 2015 to March 2016 – and Shine Corporate’s 80 per cent plunge from grace, which took just a few minutes on January 29 this year.
Read MoreIt’s a fairly obvious truth in the funds management world, but not everybody wants to try it: to beat the index, you have to have a portfolio that differs from the index.
Read MoreWith Australia experiencing, in common with many other developed countries, an ageing population, the aged care business is clearly one with good prospects. Aged care and retirement living is now a hot mini-sector on the stock market, as investors hone in on the companies that offer services to the estimated four million-plus Australians born between 1946 and 1961.
Read MoreOne of the most difficult things with share investing is striking the right balance between timing and direction. As the saying goes – it’s time in the market not timing the market. Fortunately newly issued Bonus Certificates aim to provide investors with a positive return even in the event the pendulum doesn’t swing their way regarding direction and timing.
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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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