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Tag: LOV

Broker News

LOV – Morgans rates the stock as Add

March 10, 2022 - by Broker News

The Add rating and $24 target are retained.

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Broker News

LOV – Morgans rates the stock as Add

February 25, 2022 - by Broker News

Add retained, target rises to $24.00 from $22.24.

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Markets / Shares

Lovisa is a Many-Splendored Thing

November 22, 2021November 22, 2021 - by Glenn Dyer

Global jewellery and accessories group Lovisa says it is continuing to see a sharp recovery in sales around the world, despite ongoing lockdowns and other disruptions.

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Broker News

LOV – Morgan Stanley rates the stock as Overweight

October 13, 2021 - by Broker News

The $21 price target and Overweight rating are unchanged.

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Economics / Markets / Retail

Retail Not So Breezy the Second Pandemic Around

July 20, 2021September 21, 2021 - by Glenn Dyer

The current spate of lockdowns will make 2020-21 annual reports look out-of-date if the update and comments from electronics and homegoods retailer JB Hi-Fi yesterday is any guide.

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Broker News

LOV – Citi rates the stock as Neutral

December 2, 2020 - by Broker News

Lovisa has announced the acquisition of 30 beeline stores in France as part of its existing agreement. This increases the estimated FY21 store count by 5%.

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Retail / Shares

New Wave Of Lockdowns Hits Lovisa

November 3, 2020November 2, 2020 - by Glenn Dyer

Lovisa told the ASX it had temporarily closed all 24 of its stores in France and 40 in the United Kingdom after governments reintroduced new lockdowns to try and control the latest wave of COVID-19 infections.

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Retail / Shares

Lovisa Eyes Retail Recovery As Sales Slump Slows

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

Shares in jewellery retailer Lovisa eased a touch yesterday even though the company revealed an improvement in first-quarter sales performance.

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Shares

Retail Shutdown Takes Shine Off Lovisa

August 27, 2020August 26, 2020 - by Glenn Dyer

COVID-19 related lockdowns whacked the 2019-20 revenue and earnings of mass-market jewellery chain Lovisa in the year to June, closing stores, halting sales to the point where nearly 60 stores in its 440-plus global network still closed and the company has decided to exit the Spanish market.

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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.

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Broker News

LOV – Morgans rates the stock as Add

August 23, 2019 - by Broker News

Lovisa Holdings’ FY19 result outpaced Morgans estimates by roughly 3% to 5%, thanks to strong revenue from acceleration in like for like sales.

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Shares

Lovisa Adds To Retail Pain

October 31, 2018 - by Glenn Dyer

Shares in jewelry retailer Lovisa fell more than 20% yesterday after it revealed its strong sales growth momentum of the past four years had come to a sudden halt in the early weeks of the 2018-19 financial year.

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Shares

Growing Retailer Lovisa Loses CEO

April 4, 2018 - by Glenn Dyer

Shares in fast growing budget jewellery retailer Lovisa will be under pressure today after the company revealed after trading yesterday that CEO, Steve Doyle was quitting.

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Shares

Investors Fall Out With Lovisa

August 24, 2016 - by Glenn Dyer

Shares in jewellery retailer, Lovisa (LOV), fell 8% at one stage yesterday after it once again disappointed investors with a weak result.

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Shares

Shine Goes Off Lovisa

January 29, 2016 - by Glenn Dyer

Ouch, another retailer hits the dump button with an earnings downgrade from budget jewellery retailer Lovisa (LOV), and down went the shares.

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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

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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.

        SMSFBrokerFinancial Adviser

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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.

              SMSFBrokerFinancial Adviser

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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.

                SMSFBrokerFinancial Adviser

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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.

                            SMSFBrokerFinancial Adviser

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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.

                              SMSFBrokerFinancial Adviser

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