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Retail

Markets / Retail / Shares

Mall Owner Still in the Vicinity of Confident

June 20, 2022June 20, 2022 - by Glenn Dyer

Vicinity Centres, the country’s second biggest shopping mall group, has reaffirmed its confidence in the Australian consumer in its updated guidance for FY 2021-22.

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Markets / Retail / Shares

Surprise Downgrade Leaves Mosaic on the Tiles

June 8, 2022June 8, 2022 - by Glenn Dyer

Shares in women’s fashionwear retailer Mosaic Brands were crunched 55% Wednesday after the company sprung a bad news downgrade and loss for the year to June on investors.

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Markets / Retail

Retailers at the Crossroads

June 3, 2022June 3, 2022 - by Glenn Dyer

All sorts of mixed messages from retailers both off- and online over the past few weeks with many different factors at play. So here’s an in-depth look at where things currently stand for the sector.

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Economics / Markets / Retail

Economics Wrap: Hey, Big Spender!

May 29, 2022May 29, 2022 - by Glenn Dyer

Ahead of the March quarter economic growth figures this week, data Friday confirmed that household consumption remained solid in April, even though inflation was clearly evident.

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Markets / Retail

Earnings Round-Up: Retail Therapy

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

After last week’s US retail shockers, this week’s reports from some of the lesser lights assume greater importance, especially after another weak result on Friday from discount chain Ross Stores.

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Markets / Retail / Shares

Woolies Takes Controlling Stake in MyDeal

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

Woolworths has offered to buy an 80% controlling stake in the online department store business MyDeal for $271 million, or $1.05 a share cash.

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Markets / Retail / Shares

Upbeat Retailers Find Market a Tougher Sell

May 4, 2022May 4, 2022 - by Glenn Dyer

A number of leading retailers of all sizes presented trading updates to the Macquarie investment conference yesterday. Some numbers were solid but investors remained unimpressed.

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Economics / Markets / Retail

Confidence, Spending Remain Surprisingly Buoyant

May 4, 2022May 4, 2022 - by Glenn Dyer

Nothing wrong with household spending and confidence in early 2022, according to data on retail sales and lending finance released yesterday by the Australian Bureau of Statistics.

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Markets / Retail / Shares

Woolies Chief Calls for CPI-Adjusted Wage Rise

May 3, 2022May 3, 2022 - by Glenn Dyer

Woolworths chief Brad Banducci has broken ranks with other executives, calling for an increase in retail workers’ wages to keep up with the rapidly rising inflation across the industry.

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Markets / Retail / Shares

Coles Update Confirms Price Pressures

April 28, 2022April 28, 2022 - by Glenn Dyer

Coles’ quarterly trading update on Thursday provided a timely confirmation of the ubiquity of rising cost pressures and their upward effect on consumers’ ongoing cost of living.

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Markets / Retail

The Poignant Death Rattle of a US Retail Giant

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

Sixty years after the three of them opened in the US within a 12-month period, Walmart and Target continue to survive and thrive, while Kmart’s downfall is playing out its final act.

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Economics / Markets / Retail

Retailers Seen as the Budget’s Big Winners

March 30, 2022March 30, 2022 - by Glenn Dyer

Analysts see retailers and other stocks selling goods or services to consumers as the main sharemarket beneficiaries of Tuesday night’s incentive-packed federal budget.

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Economics / Markets / Retail

Retail Continues on Road to Recovery

March 29, 2022March 29, 2022 - by Glenn Dyer

Retail sales jumped a stronger than forecast 1.8% in February with shoppers continuing to spend up as the Covid Omicron fears of December and early January dissipated.

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Markets / Retail / Shares

McPherson’s, Chemist Warehouse in Quid Pro Quo

March 24, 2022March 24, 2022 - by Glenn Dyer

In an unusually generous deal, McPherson’s is placing almost 10% of its capital with the giant Chemist Warehouse Group in exchange for a major distribution agreement.

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Markets / Retail / Shares

Story of Two Halves this Year for KMD

March 23, 2022March 23, 2022 - by Glenn Dyer

KMD Brands met the downgraded guidance from its January 25 update yesterday, confirming that Covid had damaged revenues and earnings, but not returns to shareholders.

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Markets / Retail / Shares

Kathmandu Consolidates into KMD Brands

March 16, 2022March 16, 2022 - by Glenn Dyer

Outdoors retailer Kathmandu has completed a rebranding to ‘KMD Brands’, of which it has a few, not to mention a new CEO looking to put his stamp on his new company.

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Markets / Retail

Amazon Split First Step in Much-Needed Revamp

March 11, 2022March 11, 2022 - by Glenn Dyer

No longer the terroriser of retailers it has been since 1997, Amazon has reached middle age and needs a good sprucing up to keep it in the megatech capital gains game.

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Markets / Retail / Shares

Myer Set to Pay First Dividend in Five Years

March 10, 2022March 10, 2022 - by Glenn Dyer

Department store operator Myer will pay shareholders a dividend for the first time in five years despite the company’s profits falling by 25% through the first half of the financial year.

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Economics / Markets / Retail

Spending Spree Pushes Oz Annual GDP Above 4%

March 2, 2022March 2, 2022 - by Glenn Dyer

Australian consumers spent heavily coming out of the Covid Delta lockdowns in the last quarter of 2021 and dragged the economy to a very solid 4.2% rise in annual GDP for 2021.

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Economics / Markets / Retail

Dead Cat Bounce for Retail Sales

February 28, 2022February 28, 2022 - by Glenn Dyer

Retail sales bounced in January, rising 1.8% in seasonally adjusted terms, but that still left them well adrift of December’s huge 4.4% slump.

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Markets / Retail / Shares

Price Check Problems Hit Woolies

February 23, 2022February 23, 2022 - by Glenn Dyer

Higher costs – especially at its core supermarkets business – hit Woolworths in the half year to December as Covid, labour shortages and supply chain problems impacted its operations.

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Markets / Retail / Shares

Retail Rumblings: COL, BST, CGC

February 22, 2022February 22, 2022 - by Glenn Dyer

Mixed results yesterday from three retailers or suppliers to the sector – Coles, Best and Less, and Costa Group – but all saw their shares rise, going against the broader market selloff.

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Markets / Retail

Earnings Round-Up: Retail a Hard Sell

February 20, 2022February 20, 2022 - by Glenn Dyer

While the Australian jobs market remains solid in the face of Covid Omicron, costs associated with handling the impact of the pandemic are making life tough for the retail sector.

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Markets / Retail / Shares

JB Hi-Fi Buyback News Well Received

February 14, 2022February 14, 2022 - by Glenn Dyer

Investors loved the news that shareholders in consumer electronics retailer JB Hi-Fi will get a $250 million ‘gift’ via a buyback to help make up for a lower interim dividend.

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Markets / Retail / Shares

Cost Blowout Hits Temple & Webster

February 9, 2022February 9, 2022 - by Glenn Dyer

Online furniture and homewares group Temple & Webster spent more on marketing and consulting services in the half year as net earnings dropped to $7.2 million, a fall of 40.2%.

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Markets / Retail / Shares

Bourse Discourse: CTT, ALL

February 3, 2022February 3, 2022 - by Glenn Dyer

A disappointing sales report on Thursday saw shares in online retailer Cettire fall more than 20%, while poker machine giant Aristocrat suffered a setback to its expansion plans.

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Markets / Retail / Shares

Global Supply Chain Bottleneck Nicks Scali

February 3, 2022February 3, 2022 - by Glenn Dyer

Furniture retailer Nick Scali has warned investors that persistently high international shipping costs will likely cut earnings in the current second half of the of the June 30 financial year.

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Markets / Retail / Shares

Kogan.Comes Up Short Again in December Half

January 27, 2022January 27, 2022 - by Glenn Dyer

Shares in online retailer Kogan.com fell more than 12% to $6.15 on Thursday after another weak trading update and soft early figures on earnings for the December half.

The shares

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Markets / Retail / Shares

Premier Bucks the Trend with Strong Result

January 27, 2022January 27, 2022 - by Glenn Dyer

Solomon Lew’s Premier Investments has gone against the trend of weak updates from Australian retailers with a solid early report on its performance in the first half of 2021-22.

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Markets / Retail / Shares

Myer Joins the Queue of Struggling Retailers

January 25, 2022 - by Glenn Dyer

Myer has become the latest retailer to warn of the damage done to earnings from last year’s lockdowns and the sudden advance of the omicron variant of Covid in December through January.

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Markets / Retail / Shares

Adairs Slumps 20% on Sales Downturn

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

Adairs shares slumped more than 20% yesterday after the company joined the list of retailers warning of damage done to sales and earnings by last year’s Covid-driven lockdowns.

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Markets / Retail / Shares

JB HiFi Shares Jump 6% as Sales Hold Up

January 18, 2022January 18, 2022 - by Glenn Dyer

Shares in leading electronics and whitegoods retailer JB Hi-Fi rose strongly yesterday after it unveiled a better-than-expected result for the first half of the new financial year.

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Markets / Retail / Shares

Redbubble Forever Blowing It

January 18, 2022January 18, 2022 - by Glenn Dyer

Yet another disappointing trading update from online retailer Redbubble saw the company’s shares hammered more than 20% in Tuesday’s trading session.

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Markets / Retail / Shares

Wesfarmers Shares Jump Despite Cagey Update

January 17, 2022January 17, 2022 - by Glenn Dyer

Wesfarmers shares rose sharply yesterday despite a substantial downgrade for sales growth and profits as Covid Omicron took a toll on sales in two key chains – Kmart and Officeworks.

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Markets / Retail / Shares

Wesfarmers Makes a Stand with API Holding

December 15, 2021December 15, 2021 - by Glenn Dyer

Wesfarmers’ decision yesterday not to sell its 19% stake in API is seen by most market pundits as effectively being a blocking move against the bid from rival Woolworths.

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Markets / Retail / Shares

New Normal Catches Up with Woolworths

December 14, 2021December 14, 2021 - by Glenn Dyer

Shares in Woolworths were whacked hard on Tuesday after the company revealed a shock first half earnings downgrade because of soaring Covid-related costs.

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Economics / Markets / Retail

Strong Retail Sales Data Now Yesterday’s News

November 28, 2021November 28, 2021 - by Glenn Dyer

Ahead of the dramatic impact of the new Covid variant on world markets Friday, October retail sales data showed Australian shoppers spent heavily once the Delta lockdowns were eased.

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Markets / Retail

US Retailers in Need of Some Therapy

November 26, 2021November 26, 2021 - by Glenn Dyer

It was a miserable week for America’s second tier retailers ahead of the huge end-of-year selling season, with poor sales and earnings reports seeing dramatic falls in share prices ranging from 14% to 29%.

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Markets / Retail / Shares

Harvey Norman Slump a Sign of Broader Retail Malaise

November 24, 2021November 24, 2021 - by Glenn Dyer

The big slide in sales and profits reported by Harvey Norman yesterday is a ‘tell’ for investors thinking about how the retail sector will fare in next February’s interim reporting season.

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Markets / Retail

US Retail Figures Show Inflationary Creep

November 17, 2021 - by Glenn Dyer

There’s no denying inflation was evident in the data, but the surge in US retail sales was very real in October and shows that consumption remains buoyant heading into Thanksgiving-Christmas.

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  • TPG – Macquarie rates the stock as Outperform
  • MTS – UBS rates the stock as Buy

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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.

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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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