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LICs

LICs / Markets

Bell Potter LIC Weekly: Quality Growth – Going, Going, Gone

May 26, 2022 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Quality Growth – Going, Going, Gone

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LICs / Markets

Bell Potter LIC Weekly: Discounts widening with the sell-off

May 18, 2022May 26, 2022 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Discounts widening with the sell-off.

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LICs / Markets

Bell Potter LIC Weekly: Sector regulatory update, thoughts and caveats

May 11, 2022 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Sector regulatory update, thoughts and caveats.

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LICs / Markets

Bell Potter LIC Weekly: Well Done and Done Well

April 1, 2022 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Well Done and Done Well

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LICs / Markets

Bell Potter LIC Weekly: PIMCO Global Income Opportunities Trust (PMX)

March 23, 2022 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: PIMCO Global Income Opportunities Trust (PMX)

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LICs / Markets

Bell Potter LIC Weekly: Straight from the corporate playbook

March 9, 2022 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Straight from the corporate playbook

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LICs / Markets / Shares

Higher Dividend Income Lifts Argo Payout

February 7, 2022February 7, 2022 - by Glenn Dyer

A one-off bonanza for the six months to December from the country’s second-biggest LIC Argo Investments has come with a warning that the good times are unlikely to reoccur.

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LICs / Markets

Bell Potter LIC Weekly: Earnings, free-cash-flow and dividends

February 2, 2022March 9, 2022 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Earnings, free-cash-flow and dividends.

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Funds / LICs / Shares

AFIC Profit Up, Outperforms ASX-200 in First Half

February 2, 2022February 2, 2022 - by Australian Foundation Investment Company

AFIC Managing Director, Mark Freeman, discusses the LIC’s strong performance for the first half of the 2021/22 financial year and outlines what the outlook is for the future.

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Funds / LICs / Markets

Bell Potter LIC Weekly: Forager Australian Shares Fund (FOR)

January 25, 2022January 25, 2022 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Forager Australian Shares Fund (FOR).

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LICs / Markets / Shares

Earnings Surge but Dividend Steady for AFIC

January 24, 2022January 24, 2022 - by Glenn Dyer

Unlike its smaller associate Djerriwarrh Investments, Australian Foundation Investment Co (AFIC) did not lift the company’s interim dividend, despite a surge in income and earnings.

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LICs / Markets / Shares

Things Looking on the Up for LICs

January 23, 2022January 23, 2022 - by Glenn Dyer

Friday’s December half figures from Djerriwarrh Investments gave us a good idea of the way most of the listed investment company sector will report their interim results.

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Funds / LICs / Markets

A Positive Year for the Banks

November 29, 2021February 2, 2022 - by Australian Foundation Investment Company

It’s been a good year for the ‘Big Four’ banks as they have returned to pre-pandemic profit levels, and AFIC has benefited from a higher level of dividends reflective of the better outlook.

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Funds / LICs / Markets

Bell Potter LIC Weekly: A contrarian look at Magellan

October 25, 2021January 25, 2022 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: A contrarian look at Magellan

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Etfs / Funds / LICs / Markets

ETFs v LICs: The differences you should know

October 22, 2021October 22, 2021 - by BetaShares

While both exchange traded funds (ETFs) and listed investment companies (LICs) are exchange traded products, there are some important differences. Damon Riscalla from BetaShares takes a closer look at what they are.

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Funds / LICs / Shares

Three Key Reasons to Hold Private Equity in Your SMSF

October 11, 2021October 11, 2021 - by Pengana Capital

Attractive long-term performance coupled with lower risk / correlation to listed equities, as well as improved resilience through market cycles, makes this once hard-to-access asset class increasingly important.

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Funds / LICs / Markets

Bell Potter LIC Weekly: Why Culture Matters

September 17, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Why Culture Matters.

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LICs / Markets / Shares

Milton Announces Special Dividend

September 16, 2021 - by Glenn Dyer

Shareholders of Milton Corporation will get a fully franked special dividend of 37 cents a share once the investment house’s proposed merger with Washington H. Soul Pattinson is finalised next week.

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Funds / LICs / Markets / Shares

The Listed Private Equity Revolution

September 13, 2021September 14, 2021 - by Pengana Capital

A recent structural innovation now allows retail investors the ability to access global private equity investments via securities traded on major stock exchanges, as Steven Milch from Pengana explains.

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Funds / LICs / Markets

Bell Potter LIC Weekly: Flagship to issue convertible notes

September 8, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Flagship to issue convertible notes.

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LICs / Markets / Shares

Argo Down but Naught Out

August 16, 2021 - by Glenn Dyer

Adelaide-based LIC Argo Investments has cut its dividend payout to shareholders after reporting a 12% plus slide in earnings for the year to June.

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Funds / LICs / Markets

Bell Potter LIC Weekly: Qualitas Real Estate Income Fund

August 3, 2021August 6, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Qualitas Real Estate Income Fund (QRI)

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Funds / LICs / Markets

Bell Potter LIC Weekly: WAM Leaders Entitlement Offer

July 29, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: WAM Leaders Entitlement Offer

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Funds / LICs / Markets / Video

AFIC 2021 Full Year Result Briefing

July 26, 2021July 26, 2021 - by Australian Foundation Investment Company

General Manager Geoff Driver, Managing Director Mark Freeman and Portfolio Manager David Grace give a summary of AFIC’s full year result to 30 June 2021.

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Funds / LICs / Markets / Shares

Does Size Matter for Listed Investment Companies?

July 23, 2021July 23, 2021 - by Australian Foundation Investment Company

With some merger and acquisition activity starting to happen in the LIC space recently ‒ investors may be wondering if size matters with LICs. Well, according to AFIC, it does and it doesn’t.

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Funds / LICs / Markets

Bell Potter LIC Weekly: Sector outlook and picks for FY22

July 21, 2021July 21, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Sector outlook and picks for FY22.

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LICs / Markets / Shares

Djerriwarrh Makes Good on Final Payout

July 19, 2021July 19, 2021 - by Glenn Dyer

Melbourne-based Listed Investment Company Djerriwarrh Investments lifted its final dividend to soften the impact of a lower interim dragging down its full year payout to shareholders.

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LICs / Markets / Shares

Mirrabooka Cashed Up and Ready to Pounce

July 14, 2021July 14, 2021 - by Glenn Dyer

LIC Mirrabooka Investments remains cashed up and ready to exploit what it says will be times when stocks “temporarily’ fall out of favour with investors in the coming year.

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LICs / Markets

LIC Sector Grows 32% over Past Year

July 13, 2021 - by LICAT

At the end of June, the Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) sector had seen its market capitalisation rise 32% from a year ago.

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Funds / LICs / Markets

Succeeding Over the Long Term

June 23, 2021June 23, 2021 - by Australian Foundation Investment Company

Australian Foundation Investment Company (AFIC) Managing Director Mark Freeman explains why AFIC has held some stocks for 90 years and how it benefits investors.

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Funds / LICs / Markets

Bell Potter LIC Weekly: Positive prospects for dividends

June 2, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Positive prospects for dividends.

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LICs / Markets

Bell Potter LIC Weekly: Dissecting the fee structures of LICs and LITs

May 19, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Dissecting the fee structures of LICs and LITs

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LICs / Markets

Bell Potter LIC Weekly: Bailador validates PE valuations

May 4, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Bailador validates PE valuations

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Funds / LICs / Markets

The Advantages of a Traditional LIC

May 3, 2021May 3, 2021 - by Australian Foundation Investment Company

Amid the massive boom in Listed Investment Companies (LICs) and Trusts (LITs) over recent years, there’s a lot to be said about the advantages of a ‘traditional’ LIC, such as AFIC.

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LICs / Markets

Bell Potter LIC Weekly: KKR investment incentives

April 28, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: KKR investment incentives, Metrics institutional placement.

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LICs / Markets

Bell Potter LIC Weekly: NAOS Asset Management Spotlight

April 20, 2021April 20, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: NAOS Asset Management Spotlight.

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LICs / Markets

Bell Potter LIC Weekly: ALF Suspended

March 23, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: ALF suspended.

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Funds / LICs / Markets / Video

AFIC Answers Shareholder Questions

March 19, 2021March 24, 2021 - by Staff Writers

Geoff Driver, Mark Freeman and David Grace from Australian Foundation Investment Company (ASX: AFI) discuss their company’s portfolio and some changes implemented over the past year.

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LICs / Markets

Bell Potter LIC Weekly: ESG integration, dispersion and performance

March 17, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: ESG integration, dispersion and performance.

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LICs / Markets

Bell Potter LIC Weekly: Macroeconomic activity and two equity LICs to watch

March 11, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Macroeconomic activity and two equity LICs to watch.

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1 2 … 4 Next
  • 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
  • Lunch Report: 26 May, 2022

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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.

        SMSFBrokerFinancial Adviser

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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.

              SMSFBrokerFinancial Adviser

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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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