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Tag: ALU

Markets / Shares

Altium Shareholders Laugh Last, Laugh Best

November 25, 2021November 25, 2021 - by Glenn Dyer

Shareholders in Altium who have stuck with the company this year are entitled to a solid chuckle when they read the latest quarterly results for the company’s one-time US suitor Autodesk.

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Broker News

ALU – Macquarie rates the stock as Underperform

September 1, 2021 - by Broker News

The broker decreases its rating to Underperform from Neutral and it’s felt market confidence will be reduced around the company’s lack of visibility on the longer-term outlook. The target price falls to $27.60 from $30.

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Markets / Shares

A Touch of Altitude Sickness for Altium

August 30, 2021August 30, 2021 - by Glenn Dyer

Monday, August 30 was a day that listed software maker Altium will probably not forget for quite a while, as the company’s shares plunged 14% after an unimpressive earnings report.

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Markets / Shares / Technology

Four Mini Bytes from the Tech Sector

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

Four Australian techs had varying experiences in yesterday’s ASX trading session, with releases from hummgroup, Empired, Altium and Data #3 receiving the gamut of responses from traders.

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Broker News

ALU – Credit Suisse rates the stock as Outperform

June 11, 2021 - by Broker News

The Outperform rating is retained and the target price increases to $42.00 from $35.00. 

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Markets / Shares / Technology

A Lively Old Day Indeed for the Tech Sector

June 7, 2021June 7, 2021 - by Glenn Dyer

The local tech sector came alive Monday, with a $5bn move on Altium from American giant Autodesk and a $1.3bn offer from local private equity group BBGH Capital for Hansen Technologies.

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Markets / Shares

Improved Confidence Yet To Play For Altium

February 16, 2021 - by Eva Brocklehurst

Risks implied in second half forecasts suggest Altium is not completely out of the woods, although longer-term growth appears solid.

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Broker News

ALU – Credit Suisse rates the stock as Outperform

February 16, 2021 - by Broker News

With revenue pre-released, Credit Suisse found no surprises in Altium’s top line numbers. Outperform rating retained with a target of $35.

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Broker News

ALU – Credit Suisse rates the stock as Outperform

January 13, 2021 - by Broker News

Earnings estimates have been reduced and the analysts conclude their initiation of coverage with an Outperform rating and $42 price target has proved to be “a half too early”.

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Broker News

ALU – UBS rates the stock as Neutral

December 15, 2020 - by Broker News

Altium has divested its non-core tasking division. UBS notes the divestment is consistent with Altium’s focus on its Altium 365 platform and realignment to cloud. Neutral and $36 target retained.

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Shares

Cash-Strapped SMEs Put Pressure On Altium

May 15, 2020 - by Eva Brocklehurst

Increasing stress on small businesses has made customer acquisition and subscriber growth difficult for software designer Altium, and achieving FY20 revenue targets now appears unlikely.

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Shares

Why Altium Shares Can Continue To Outperform

May 7, 2020May 7, 2020 - by Michael Gable

Shares in Altium (ASX: ALU) were hit hard during the onset of COVID-19. However, they have recovered extremely well, with no signs yet of slowing down. How much more upside can we expect from the share price?

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Shares

Long-Term Opportunity In Altium

March 18, 2020March 18, 2020 - by Eva Brocklehurst

Altium may have slightly lowered FY20 guidance but brokers are confident there is a long-term opportunity in the stock, and the valuation is attractive.

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Broker News

ALU – UBS rates the stock as Upgrade to Buy from Neutral

March 18, 2020 - by Broker News

UBS upgrades to Buy from Neutral as the valuation appears highly attractive for the long-term growth trajectory. A commercialisation of the relationship with Dassault is a material near-term catalyst.

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Shares

Three Businesses To Weather The Storm

March 16, 2020March 16, 2020 - by Andrew Page

Andrew Page of Strawman.com highlights three Australian companies with net cash and zero debt that should offer safe harbour at this time.

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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.

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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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