Scott Kelly from DNR Capital shares his thoughts with Informed Investor on the potential implications should any of the proposed changes to franking credit treatment become reality through a Labor election win.
Read MoreLocal shares retreated in early trade on Tuesday reflecting the weaker tone on Wall Street overnight. Banks weighed the most, although property names fared better by comparison.
Read MoreStephen Arnold from Aoris Investment Management explains to Informed Investor his firm’s preference for proven and established businesses over the new hot stock on the block.
Read MoreLink Group (ASX: LNK) is a leading provider of outsourced administration services platforms to the Australian superannuation industry and shareholder services to listed companies around the globe. Earlier this year they completed their acquisition of PEXA, Australia’s first (and, at present, only) online property exchange. Scott Kelly, Manager of DNR Capital’s Australian Equities Income Portfolio, explains why they see LNK as a core holding.
Read MoreETF Securities has urged investors to consider the benefits of gold as mounting uncertainty in 2019 calls for portfolio diversification and a keen focus on reducing losses.
Read MoreIn this video, Matt Williams from Airlie Funds Management gives Informed Investor some insights into what’s been happening at Australian furniture importer and retailer Nick Scali (ASX: NCK).
Read MoreIn this Informed Investor video James McBeath, Portfolio Manager at Paradice Investment Management explains what is behind the current volatility in global markets and examines the macroeconomic factors set to impact markets in 2019.
Read MoreIn this Informed Investor video Sam Twidale, Portfolio Manager at DNR Capital explains why the sell-off in ARB Corporation Limited might be overdone (ASX:ARB).
Read MoreDouglas Isles from Platinum Asset Management explains how teamwork is just as much a key to success at the investment desk as it is on the sporting field.
Read MoreIn this article, Michael Collins from Magellan Asset Management discusses how another eurosceptic and indebted country is testing Brussels’s power over the eurozone project.
Read MoreAs 2018 draws to a close with continued volatility in global equity markets, consistent returns and solid long-term growth are becoming increasingly difficult to find. Steven Hall, Head of Direct Property at Australian-based fund manager Charter Hall, proposes Direct Property as an asset class that may fill that bill.
Read MoreDow up 370, down -200, up 100, closing up 44. Is Wall Street trying to find a bottom?
Read MoreIn this video interview with Informed Investor, Scott Kelly, Portfolio Manager at DNR Capital, explains what retirees can do to reduce their exposure to sequencing risk.
Read MoreIn this video interview with Informed Investor, David Williams from My Longevity discusses the importance of longevity in the financial planning process.
Read MoreIn this video interview with Informed Investor, David Ho from the ASX discusses how the mFund platform has performed so far and what the future holds for this ASX-run trade execution and settlement service.
Read MorePerennial Value Managing Director John Murray sees calendar year 2018 as a turning point for value investing, with a switch out of momentum and growth stocks a logical move given stock prices and yields of value stocks.
Read MoreThe Dow Jones fell by 127 points or 0.5% after holding in a 325 point range. The S&P500 index fell by 0.4% but the Nasdaq index gained 20 points or 0.3%.
Read MoreIn this video ETF Securities Gemma Weeks examines the key movements over the past week in the Australian ETF market.
Read MoreAustralian biotech Invion Limited has had a busy 2018, and it expects to keep that momentum going in 2019.
Read MoreIn this video ETF Securities Nicola Culey examines the key movements over the past week in the Australian ETF market.
Read MoreIn this video, Jamie Nicol from DNR Capital gives Informed Investor some insights into the Australian banking sector post the Royal Commission and tells us which bank they believe currently offers the best value for investors.
Read MoreIn this video, Emma Goodsell from Airlie Funds Management gives Informed Investor her views on Australian building products manufacturer James Hardie (ASX: JHX).
Read MoreMichael Cantara from MFS discusses ESG factors and the role they play in today’s investment process.
Read MoreIn this video ETF Securities Kris Walesby examines the key movements over the past week in the Australian ETF market.
Read MoreThe ASX 200 is up about 0.5% in early trade, helped by strength in the mining & financial stocks. As rally on Wall Street also helped boost investor sentiment.
Read MoreIn this video insight Andrew discusses President Trump’s escalating trade war and the US monetary policies. These two categories include drivers that have led to the equity market rotation we are currently observing.
Read MoreThe Australian sharemarket is down 0.4% in early trade, weighed down by falls from retail, energy and financial stocks. Banks are under pressure after Westpac announced discounts on new loans in an effort to win over new customers.
Read MoreIn this video ETF Securities Gemma Weeks looks over the key movements over the past week in the Australian ETF market.
Read MoreIn this Informed Investor video Sam Twidale, Portfolio Manager at DNR Capital explains why the market might be underestimating software solutions provider Bravura Solutions (ASX:BVS).
Read MoreThe local sharemarket is a touch higher at mid-session, helped by gains in the financial, telco and energy sectors.
Read MoreIn this video ETF Securities Kris Walesby examines the key movements over the past week in the Australian ETF market.
Read MoreThe local sharemarket edged lower by just two points on Monday, held back by weakness from the banks and telcos. It’s the eighth straight session of declines.
Read MoreThe local sharemarket is fairly flat, with gains from healthcare and retail stocks offset by losses from the banks & miners.
Read MoreIn this Informed Investor video Hugh MacNally, Director and founder of Private Portfolio Managers explains why the firm continues to hold Amcor in their portfolios.
Read MoreIn this Informed Investor video Steven Bennet, Head of Direct Property at Charter Hall examines the current dynamics of the industrial property market
Read MoreIn this video ETF Securities Kanish Chugh examines the key movements over the past week in the Australian ETF market.
Read MoreSarah Shaw from Bennelong’s 4D boutique Fund talks with Informed Investor about how the different investment choices within infrastructure make it a more flexible asset class than investors understand.
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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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