×
Skip to content
ShareCafe

  • Home
  • Shares
  • Financial Products
  • Video
  • Contributors
  • Community
  • About us
  • Facebook
  • Twitter
  • YouTube
  • RSS
Main Menu

Tag: APT

BNPL / Markets / Shares

Time is Money for Afterpay Shareholders

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

Nervous times for Afterpay shareholders as the value of the Block deal continues to slide as it awaits final approval from the sole remaining regulator, the Bank of Spain.

Read More
BNPL / Markets / Shares

Bid Now, Squabble Later for Afterpay

December 6, 2021December 6, 2021 - by Glenn Dyer

Afterpay shares fell again yesterday after the company revealed it would push ahead with a meeting regarding the takeover by Block without approval from a major shareholder.

Read More
Markets / Shares

ASX Snippets: PMV, LTR, APT, CWN

December 2, 2021December 2, 2021 - by Glenn Dyer

Some snippets out of Thursday’s ASX trading session from Premier Investments, Liontown Resources, Afterpay and Crown Resorts.

Read More
Broker News

APT – Credit Suisse rates the stock as Outperform

August 26, 2021 - by Broker News

Outperform rating is unchanged and the target is increased to $147 from $133.

Read More
Markets / Shares

Profit Briefs: APT, Z1P, WTC

August 25, 2021August 25, 2021 - by Glenn Dyer

Results from three key tech stocks – Afterpay, Zip Co – and Wisetech Global tell an interesting story about the future of the space in Australia once Afterpay is no more.

Read More
Markets / Shares

Square Deal Pops Up for Afterpay

August 2, 2021 - by Glenn Dyer

It’s a bid-mad Monday, as US payments platform Square offered to buy the buy now pay later pioneer, Afterpay in a multi-billion dollar all paper transaction.

Read More
Markets / Shares

Who Has BNPL Pole Position?

July 5, 2021 - by Mark Story

While the struggle continues for BNPL supremacy across three continents, the Afterpay revenue model evolves and the spectre of PayPal looms large.

Read More
Broker News

APT – Macquarie rates the stock as Outperform

July 1, 2021 - by Broker News

While maintaining an Outperform rating Macquarie acknowledges the stock is no longer looking “cheap” versus peers in the segment, but is not overpriced either. Target is raised to $140 from $120.

Read More
Broker News

APT – UBS rates the stock as Sell

June 29, 2021 - by Broker News

The re-evaluation of the sales outlook drives an increase in the target to $42 from $37. UBS maintains a Sell rating on valuation grounds.

Read More
Broker News

APT – UBS rates the stock as Sell

May 26, 2021 - by Broker News

The broker reiterates the Sell rating and raises the target to $37 from $36, acknowledging the product has resonated strongly but success was always going to attract competition.

Read More
Markets / Shares

Afterpay Touched by Bank Rotation

May 9, 2021May 9, 2021 - by Glenn Dyer

Was last week a one-off reshuffle of investor sentiment towards financials or has there been a deeper transition in the market with the big banks firmly back in favour at the expense of fintechs?

Read More
Broker News

APT – Morgans rates the stock as Hold

April 21, 2021April 21, 2021 - by Broker News

The price target falls to $121 from $125.3, while the Hold recommendation is unchanged on valuation grounds.

Read More
Broker News

APT – UBS rates the stock as Sell

April 21, 2021 - by Broker News

Sell rating with a $36 price target.

Read More
Markets / Retail / Shares

BNPL Giant Has Stars and Stripes in its Eyes

April 20, 2021April 20, 2021 - by Glenn Dyer

In its third quarter update, BNPL group Afterpay confirmed media reports earlier in the year that it was looking at a US market listing in the not-too-distant future.

Read More
Broker News

APT – Morgan Stanley rates the stock as Overweight

April 8, 2021 - by Broker News

Morgan Stanley assesses the entry of Commonwealth Bank ((CBA)) into the Australian BNPL market has put the focus on price competition. Target is reduced to $149 from $159. Overweight rating retained.

Read More
Broker News

APT – UBS rates the stock as Sell

March 18, 2021 - by Broker News

UBS cites Commonwealth Bank’s ((CBA)) foray into BNPL as evidence of competition in the space. It’s also considered to highlight risk around ‘no surcharge’ rules. Sell rating and $36 target retained.

Read More
Markets / Shares

Is Afterpay Overvalued?

March 2, 2021 - by Eva Brocklehurst

Afterpay’s rapid global expansion has taken the market by storm but not all are convinced of its value.

Read More
Broker News

APT – Macquarie rates the stock as Neutral

March 1, 2021March 6, 2021 - by Broker News

Afterpay’s first half revenues grew 89% year on year, but that was sequentially below growth of 97% and 96% in the prior two halves and short of expectation. Neutral and $140 target retained.

Read More
Markets / Shares

Afterpay, Zip Declare Losses Now, Hope for Profits Later

February 25, 2021February 25, 2021 - by Glenn Dyer

While Afterpay shares were suspended until Monday to allow the company to raise $1.25 billion, shares in BNPL rival Zip took a hammering after an unimpressive interim report.

Read More
Markets / Shares

Afterpay Gathering Troops for US Escalation

February 25, 2021 - by Glenn Dyer

Afterpay is building up its forces to step up its attack on the US retail credit market, revealing on Thursday that it will spend $373 million on increasing its ownership of the company’s rapidly growing US business.

Read More
Markets / Shares

UK Regulator Set to Tighten BNPL Rules

February 3, 2021February 3, 2021 - by Glenn Dyer

Fears about the rapid rise in buy now pay later schemes being offered by companies such as Afterpay have led the UK’s Financial Conduct Authority to take steps aimed at reining them in.

Read More
Broker News

APT – Morgan Stanley rates the stock as Overweight

December 3, 2020December 3, 2020 - by Broker News

Underlying sales in November were ahead of Morgan Stanley’s forecasts by 15%. The broker forecasts $9.6bn in first half sales, or growth of 102%.

Read More
Funds / Markets

Word of the Year – 2021?

November 26, 2020November 27, 2020 - by Yarra Capital Management

Dion Hershan, Head of Australian Equities at Yarra Capital Management, looks at the opportunities that are emerging from a bleak 2020.

Read More
Funds / Shares

Is The Sharemarket Correctly Pricing In Fundamentals?

November 12, 2020November 13, 2020 - by Anton Tagliaferro

Anton Tagliaferro and Daniel Moore analyse the fundamentals of Amcor, Brambles and Orica and seek to provide an objective insight into the ‘blue sky’ being factored into Afterpay’s share price.

Read More
Funds / Shares

Key Tenets for Managing Small-Cap Risk

November 4, 2020November 6, 2020 - by Investors Mutual

With certain sectors at extreme valuations, managing risk is more important than ever when investing in small caps. Marc Whittaker and Phillip Gray from Investors Mutual discuss their key tenets for managing risk in the small-cap sector.

Read More
Shares

Afterpay Hits All-Time High As Active Customers Top 11 Million

October 29, 2020October 28, 2020 - by Glenn Dyer

Shares in Afterpay, the buy now, pay later company ended at an all-time high yesterday after a bullish quarterly update. The shares rose 7.3% to end at $102.97, up slightly from last week’s record close of $102.25.

Read More
Shares

Westpac Tie-Up Pushes Afterpay Shares To New All-Time High

October 21, 2020October 20, 2020 - by Glenn Dyer

Shares in buy now pay later group, Afterpay hit an all-time high of $105.80 yesterday after it announced a new partnership with Westpac. The deal will see Westpac granting Afterpay customers a savings account that can be used as an ordinary savings account but will also be mined for behavioural data.

Read More
Shares

Afterpay Clears AUSTRAC Hurdle

October 15, 2020October 14, 2020 - by Glenn Dyer

The key financial regulator, AUSTRAC will not be taking regulatory action against the buy now pay later pioneer, Afterpay over its money laundering disclosures.

Read More
Shares

Competition Heats Up In Buy Now Pay Later

September 2, 2020September 2, 2020 - by Eva Brocklehurst

Competition in the Buy Now Pay Later market is accelerating, as rivals are attracted to the economics generated by first mover Afterpay. How well can the two local providers withstand the onslaught?

Read More
Shares

Customer Numbers Double As Afterpay Halves Losses

August 28, 2020August 28, 2020 - by Glenn Dyer

Shares in Afterpay slowed their rapid rise of recent days yesterday despite the buy now pay later company revealing a solid set of results for the year to June and plans for more expansion this financial year.

Read More
Shares

Retail Shareholders Line Up As Afterpay Completes Institutional Placement

July 9, 2020July 8, 2020 - by Glenn Dyer

Given the very positive reaction from investors to the Kogan retail issue, buy now pay later group, Afterpay will be knocked down in the rush from its retail base when its offer opens shortly.

Read More
Broker News

APT – UBS rates the stock as Sell

July 8, 2020 - by Broker News

UBS was not surprised by the $800m capital raising and the $250m sell-down by the company’s co-founders, assessing this is understandable in the current situation.

Read More
Shares

Founders Sell Down As Afterpay Raises $800m

July 8, 2020July 7, 2020 - by Glenn Dyer

Buy now, pay later group Afterpay will raise $800 million in fresh capital as part of a strategy to speed up its global expansion, while co-founders Anthony Eisen and Nicholas Molnar will sell $250 million in shares as an add-on to the raising.

Read More
Broker News

APT – UBS rates the stock as Sell

July 6, 2020July 6, 2020 - by Broker News

The company continues to benefit from a shift to online because of the pandemic restrictions while government stimulus is also helping boost consumption.

Read More
Broker News

APT – Morgans rates the stock as Downgrade to Hold from Add

June 1, 2020 - by Broker News

The stock is trading at its highest multiples compared with historical averages. Morgans upgrades earnings forecasts for the next two years because of improved revenue and bad debt assumptions, based on recent trends.

Read More
Broker News

APT – UBS rates the stock as Sell

May 25, 2020 - by Broker News

Afterpay has indicated there are now more than 5m active customers in the US. No update on other markets was provided.

Read More
Shares

The BNPL Sector Faces Its Sternest Test

March 27, 2020March 27, 2020 - by Tim Boreham

The New Criterion’s Tim Boreham assesses what the virus and lockdown mean for Afterpay and other listed buy now, pay later companies.

Read More
Shares

Virus Havoc: Myer Slumps, Nine & Bluescope Drop Guidance, Afterpay Under Siege

March 20, 2020March 19, 2020 - by Glenn Dyer

Shares in troubled department store Myer plunged by more the 44% yesterday for no apparent reason.

Read More
Shares

Banks Underperform As Afterpay Soars In 2019

January 7, 2020January 8, 2020 - by Glenn Dyer

If you exclude the likes of Afterpay Touch, then the financial sector did not help the wider market in 2019.

Read More
Broker News

APT – UBS rates the stock as Sell

December 6, 2019 - by Broker News

Pursuant to yesterday note, in which the broker reiterated its Sell rating for Afterpay Touch based on a perceived high credit risk for the BNPL sector, and higher still for Afterpay individually, the broker has increased its sales forecasts following yesterday’s update from management.

Read More

Posts navigation

1 2 Next
  • Bell Potter LIC Weekly: Quality Growth – Going, Going, Gone
  • S32 – Citi rates the stock as Buy
  • ALQ – Morgan Stanley rates the stock as Equal-weight
  • SLC – Morgans rates the stock as Add
  • FPH – Citi rates the stock as Buy
  • ALQ – Macquarie rates the stock as Outperform
  • NAN – Morgans rates the stock as Add
  • Lunch Report: 26 May, 2022

Subscribe to ShareCafe

The daily resource for hands-on investors. Market insights and investment ideas delivered free to your inbox.

Copyright 2020 Informed Investor Pty Ltd ABN 42 162 871 589. All rights reserved.
No portion of this website maybe reproduced, copied or in any way released without written permission.
Share Cafe is a Corporate Authorised Representative (001283561) of Sequoia Asset Management Pty Limited who holds an Australian Financial Services Licence (Number: 341506)

Terms of Service | Privacy Policy | Contact | Advertise

DOWNLOAD RESEARCH REPORT

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.

    SMSFBrokerFinancial Adviser

    Please prove you are human by selecting the House.

    DOWNLOAD RESEARCH REPORT

    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.

      SMSFBrokerFinancial Adviser

      Please prove you are human by selecting the Truck.

      DOWNLOAD RESEARCH REPORT

      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

        Please prove you are human by selecting the Cup.

        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.

        DOWNLOAD RESEARCH REPORT

          SMSFBrokerFinancial Adviser

          Please prove you are human by selecting the Heart.

          DOWNLOAD RESEARCH REPORT

          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.

            SMSFBrokerFinancial Adviser

            Please prove you are human by selecting the Car.

            DOWNLOAD RESEARCH REPORT

            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.

              SMSFBrokerFinancial Adviser

              Please prove you are human by selecting the Flag.

              DOWNLOAD RESEARCH REPORT

              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.

                SMSFBrokerFinancial Adviser

                Please prove you are human by selecting the Plane.

                DOWNLOAD RESEARCH REPORT

                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.

                  SMSFBrokerFinancial Adviser

                  Please prove you are human by selecting the Star.

                  DOWNLOAD RESEARCH REPORT

                  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.

                    SMSFBrokerFinancial Adviser

                    Please prove you are human by selecting the Car.

                    DOWNLOAD RESEARCH REPORT

                    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.

                      SMSFBrokerFinancial Adviser

                      Please prove you are human by selecting the Heart.

                      DOWNLOAD RESEARCH REPORT
                      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.

                        SMSFBrokerFinancial Adviser

                        Please prove you are human by selecting the Car.

                        DOWNLOAD RESEARCH REPORT

                        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.

                          SMSFBrokerFinancial Adviser

                          Please prove you are human by selecting the Flag.

                          DOWNLOAD RESEARCH REPORT

                          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.

                            SMSFBrokerFinancial Adviser

                            Please prove you are human by selecting the Plane.

                            DOWNLOAD RESEARCH REPORT

                            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.

                              SMSFBrokerFinancial Adviser

                              Please prove you are human by selecting the Star.