Feature Articles that included our Weekly Wrap.
06 Jul 2023 – The United Nations has called for substantial investment in clean energy in developing countries, highlighting the crucial role it plays in achieving global climate goals by 2030.
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06 Jul 2023 – The value of Australia's lithium exports is expected to decrease after reaching a record $19.5 billion last year, as global production catches up with the surging demand for electric vehicles.
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05 Jul 2023 – Wyloo Metals has finalised its $760 million takeover of Mincor Resources to secure its position in the global nickel supply chain.
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05 Jul 2023 – Patriot Battery Metals Inc has announced significant advancements in its preliminary Heavy Liquid Separation testwork.
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05 Jul 2023 – Eureka Group Holdings has provided a positive update on its expected financial performance for the fiscal year ending 30 June 2023.
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04 Jul 2023 – Ahead of economic talks between China and the US, Beijing has imposed export restrictions on two minerals that are crucial for the production of semiconductors, missile systems, and solar cells.
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04 Jul 2023 – In a bid to challenge Twitter's dominance in social media, Meta Platforms will release a new microblogging app called Threads.
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03 Jul 2023 – Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses home prices.
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03 Jul 2023 – By 2025, the export earnings from key battery and renewable commodities are expected to surpass those from thermal coal, according to the Department of Industry.
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03 Jul 2023 – Aurora Metals has collapsed into administration, thrusting its north Queensland mines under uncertainty for the fifth time in just over a decade.
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30 Jun 2023 – Goldman Sachs Group has experienced a significant shift in its ranking as the leading mergers and acquisitions adviser globally. For the first time in five years, Goldman Sachs has lost its top position to JPMorgan Chase & Co. According to Bloomberg data, JPMorgan now holds the coveted No. 1 spot, boasting a 22.5% market share with credits on $284 billion worth of deals. Meanwhile, Goldman Sachs has slipped to second place, securing an 18.8% market share with its involvement in $237 billion worth of transactions.
Read More28 Jun 2023 – Retailer Harvey Norman has issued a warning, stating that it expects a significant decline in earnings for 2023. The company's chairman, billionaire Gerry Harvey, attributes this forecasted drop to the series of interest rate hikes implemented by the Reserve Bank, which has negatively impacted business and consumer sales.
Read More28 Jun 2023 – In a positive turn of events, Australia has witnessed the smallest increase in inflation in over a year.
Read More28 Jun 2023 – Identifying one of WA's most exciting lithium finds involved trawling through long-forgotten archives in the bowels of the state’s museum.
Read More28 Jun 2023 – Australian billionaire businesswoman Gina Rinehart, through Hancock Agriculture (ASX:HAN), has seized the opportunity presented by the recently signed Australia-UK free trade deal to enter the British beef market.
Read More28 Jun 2023 – Cost of living pressures have not dampened the travel industry, according to Qantas (ASX: QAN), as the airline reassures investors that its earnings remain unaffected by rising household bills and higher interest rates.
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27 Jun 2023 – Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the possible recession.
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27 Jun 2023 – Chimeric Therapeutics Limited (ASX:CHM) CEO and Managing Director Jennifer Chow discusses promising results in the company's lead therapy for glioblastoma, and the timeline for the recently launched Phase 1b trial.
Read MoreShares in Element 25, a manganese miner, experienced a surge of 23% following a supply contract with General Motors.
Read MoreMetcash (ASX:MTS) may have reported record annual sales and earnings for the year ending 30 April, but closer examination of the results reveals warning signs that cast doubt on the initial 9% surge in the retailer’s share price on Monday.
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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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