Investors remained cautious ahead of the release of producer price data late Tuesday and consumer price data late Wednesday. Both data points are seen as critical to the outlook for US interest rates.
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In the third incident of its type in 11 months, Rio Tinto (ASX:RIO) has suffered a major incident with one of its autonomous iron ore trains in the Pilbara overnight Monday.
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BHP (ASX:BHP) has made a second attempt to buy Anglo American, offering a revised bid worth 34 billion pounds or $US42.7 billion — and Anglo immediately rejected it for a second time.
Read MoreInvestors remained cautious ahead of the release of producer price data late Tuesday and consumer price data late Wednesday. Both data points are seen as critical to the outlook for US interest rates.
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On Monday, the sharemarket closed with minimal change as gains in consumer stocks counterbalanced losses in energy, setting a cautious tone ahead of the federal budget that could influence the Reserve Bank's stance on maintaining high interest rates amidst inflation concerns.
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Ahead of Tuesday’s federal budget, the Australian economy eased in April, with business conditions and confidence back around long-term readings, but retail still remains very weak.
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Bendigo and Adelaide Bank (ASX:BEN) has confirmed the appointment of Vicki Carter as the bank’s permanent chair, three weeks after David Foster stepped aside in the wake of his decision to stand down as chair of embattled casino owner Star Entertainment.
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ARN Media (ASX:A1N) still harbors ambitions for control of Southern Cross Austereo (SCA), even though it lost its partner, private equity group Anchorage Capital, in its bid.
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Ramelius (ASX:RMS) announced that it will now have a third million-ounce mine project at its Mt Magnet area of interest in WA’s midwestern goldfields.
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The Australian sharemarket edged downwards, primarily driven by losses in financials, anticipating a federal budget presentation by Treasurer Jim Chalmers from the Labor government, expected to offer cost-of-living relief to households amidst a focus on maintaining high interest rates by the Reserve Bank in the fight against inflation, alongside a projected consecutive surplus.
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A snapshot of the stocks on the move, featuring Anax Metals (ASX:ANX), Brightstar Resources (ASX:BTR) and Element 25 (ASX:E25).
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Lithium Universe's CEO Alex Hanly unveils the company's strides in 2024 towards North American lithium independence.
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Private equity group Anchorage Capital Partners has stunned investors, including ARN, with its shocking decision to drop out of the bid for Southern Cross Austereo. This move will likely kill the $250 million offer.
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A solid finish to the stock markets on Friday, but today will see a more circumspect ASX re-open.
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China's consumer prices rose for a third straight month in April, while producer prices extended their declines, as cost pressures remained mixed across a stuttering economy.
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For all the noise and punditry about Tuesday night’s 2024-25 federal budget, investors will be looking later in the week to see what happened with US consumer inflation in April.
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A test this week marks the last days of the US March quarterly reporting season. Only a handful of S&P 500 companies might be reporting, but a couple are going to be pretty influential, especially in the consumer sectors, with mighty Walmart and Home Depot, America’s biggest DIY group, both reporting on Thursday.
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Gold prices rose on Friday for their strongest week in six, as bets of an interest rate cut from the Federal Reserve again moved into the center stage.
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The weakness in US oil drilling continued last week with another fall in operating oil rig numbers.
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US consumer sentiment data released on Friday kept a lid on consumer enthusiasm as the data suggested inflation remains a key concern for consumers.
Read MoreUS consumer sentiment data released on Friday kept a lid on consumer enthusiasm as the data suggested inflation remains a key concern for consumers.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
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Andrew Rowe – Managing Director – Mayfield Group Holdings (ASX:MYG) owns a portfolio of complementary, innovative companies, each with a unique value-proposition in the provision of electrical and telecommunications products and services.
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Dr Mark Cooksey – Managing Director & CEO – ABx Group (ASX:ABX) is a uniquely positioned, high-tech Australian company delivering materials for a cleaner future. The two current areas of focus are: creation of an ionic adsorption clay rare earth project in northern Tasmania, and establishment of a plant to produce hydrogen fluoride and aluminium fluoride from recycled industrial waste.
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Alex Hanly – CEO – Lithium Universe (ASX:LU7) is establishing itself as a prominent lithium project builder. The company's flagship Apollo project is located in James Bay in Canada.
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Major insurer QBE (ASX:QBE) is poised for a solid first half result when it reports in August, judging by its March quarter trading update on Friday.
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Australians just don’t seem to like gold as an investment—or rather, they don’t seem to like investing in the metal like investors in India, China, the US, and many other countries do.
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Empire Energy Group's journey toward Beetaloo Basin production and its strategic moves, including asset sales and capital raises, shaping Australia's gas sector landscape.
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A snapshot of the stocks on the move, featuring State Gas (ASX:GAS), Kingsgate (ASX:KCN) and Gladiator Resources (ASX:GLA).
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On Friday, Australian shares opened higher, mirroring a positive trend on Wall Street fueled by reinforced expectations of interest rate cuts in the US.
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De Grey Mining (ASX:DEG) has successfully raised most of the more than $600 million it sought earlier this week to fund its share of the cost of the $1 billion plus Hemi gold mining project in WA’s Pilbara.
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Exploring tin's revival: Elementos CEO & MD Joe David discusses market trends and project developments.
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Meeka Metals (ASX:MEK) is aiming to be ready to push the button on it’s the development of its Murchison gold project in Western Australia by mid-year.
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In the current landscape of the oil industry, mergers and acquisitions have emerged as a predominant theme. Notable players such as Exxon Mobil, Chevron, Diamondback Energy, and Occidental Petroleum have engaged in substantial oil deals over the past year, collectively exceeding $150 billion in value.
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US markets rallied on Thursday following a rise in jobless claims that rekindled investor hopes that the Fed will cut rates in the second half of this year.
Read MoreUS markets rallied on Thursday following a rise in jobless claims that rekindled investor hopes that the Fed will cut rates in the second half of this year.
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Amid China’s unexpected 8% surge in imports, iron ore shipments into the country stood out with a stronger-than-expected outcome, while oil and coal imports were also solid.
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As we approach the end of the week, what’s the score from central bank meetings this week?
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Over the past four years, consumers were forced to rapidly change their shopping habits. Where do we stand now? We insights on the trends in e-commerce growth and highlights how Amazon, the largest online retailer, continues to expand, adapt and innovate to market demands.
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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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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 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 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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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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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 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 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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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 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 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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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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