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Tag: NCM

Commodities / Markets / Shares

Newcrest Ticks Up Guidance but Concerns Remain

April 29, 2022April 29, 2022 - by Glenn Dyer

Newcrest has lifted its gold production guidance slightly along with an increase in output for the March quarter, but warned of continuing concerns here and at its mines in PNG and in Canada.

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Commodities / Markets / Shares

Brucejack a Pillar in Newcrest’s Future

March 18, 2022March 18, 2022 - by Glenn Dyer

Newcrest has staked much of its future success on the ability of its $A3.7b Canadian gold mine called Brucejack to live up to its potential as one of the richest known mines in the world.

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Commodities / Markets / Shares

Newcrest Playing Wait and See with Havieron

March 4, 2022 - by Glenn Dyer

Newcrest Mining was playing all coy on Friday in the wake of Greatland Gold’s sharp upgrade to reserves at their Havieron gold copper prospect in the eastern Pilbara of WA.

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Commodities / Markets / Shares

Mixed Bag of Results from Gold Giants

February 18, 2022February 21, 2022 - by Glenn Dyer

The report card for the country’s three major ASX-listed gold miners – Newcrest, Northern Star and Evolution Mining – for the six months to December can be regarded as a pass mark at best.

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Commodities / Markets / Shares

Digging into the Mining Scene

February 4, 2022February 4, 2022 - by Glenn Dyer

The December quarter bought the usual flood of updates from miners on their exploration, development and production operations – here are a few of the key highlights.

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Broker News

NCM – Morgans rates the stock as Add

January 31, 2022 - by Broker News

The broker expects gold production and headline costs at Cadia to normalise in the 2H of 2022 and maintains its Add rating while easing its target price to $26.05 from $27.18. 

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Commodities / Markets / Shares

Newcrest’s Havieron Worth a Second Look

December 17, 2021December 17, 2021 - by Glenn Dyer

Investors should look anew at Newcrest’s Havieron WA prospect, the potential of which to be a major find looks to have improved following the latest end of year exploration update.

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Broker News

NCM – UBS rates the stock as Buy

December 10, 2021 - by Broker News

A Buy rating is retained for Newcrest Mining. The $27 target price is unchanged.

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Commodities / Markets / Shares

Moody’s Approves of Newcrest’s Canadian Move

November 16, 2021November 16, 2021 - by Glenn Dyer

Moody’s ratings agency likes Newcrest’s $3.7 billion move to expand its Canadian gold mine portfolio with Pretivm Resources, despite it involving the company taking on more debt.

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Broker News

NCM – Morgans rates the stock as Add

November 16, 2021 - by Broker News

The Add rating and $30.43 target price are maintained.

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Broker News

NCM – Credit Suisse rates the stock as Outperform

November 11, 2021 - by Broker News

Outperform rating and $31 target maintained.

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Commodities / Markets / Shares

Newcrest Takes out Canadian Rival with Acquisition

November 9, 2021November 16, 2021 - by Glenn Dyer

Gold miner Newcrest has struck a $US2.8 billion ($A3.7 billion) deal to acquire Toronto-listed rival miner Pretivm Resources, marking a significant step in the company’s expansion plans.

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Commodities / Markets / Shares

Newcrest Untroubled by Production Blip

October 28, 2021October 28, 2021 - by Glenn Dyer

Newcrest says it produced less gold, copper and silver during its first fiscal quarter because of mostly planned maintenance and upgrade work, but expects output to improve this quarter.

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Broker News

NCM – Macquarie rates the stock as Outperform

October 14, 2021 - by Broker News

Outperform rating and $30 target retained.

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Broker News

NCM – Morgan Stanley rates the stock as Overweight

October 13, 2021 - by Broker News

Overweight rating and $30 price target are retained.

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Commodities / Markets / Shares

Newcrest to Expand Copper Operations

October 12, 2021October 12, 2021 - by Glenn Dyer

Copper has moved to centre stage for Australia’s biggest gold miner Newcrest Mining, as the company revealed its future direction and plans for four major projects on Tuesday.

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Markets / Shares

Profit Briefs: NCM, S32, EVN, ORG

August 19, 2021August 19, 2021 - by Glenn Dyer

With peak reporting season upon us, here are snippets from the results announced yesterday by resource companies Newcrest, South32, Evolution Mining and Origin Energy.

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Commodities / Markets / Shares

Newcrest Sees Gold in the East Pilbara Hills

August 13, 2021August 13, 2021 - by Glenn Dyer

Newcrest has sent a big message to the market about the growing importance of the East Pilbara gold and copper finds like its Havieron joint venture and Rio Tinto’s Winu.

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Broker News

NCM – Morgans rates the stock as Add

July 23, 2021 - by Broker News

The broker retains its Add rating and reduces its target price to $30.53 from $30.95.

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Commodities / Markets / Shares

Telfer, Cadia Help Newcrest Soar to Glittering Year

July 22, 2021July 22, 2021 - by Glenn Dyer

Australia’s biggest gold miner Newcrest Mining had a good 2020-21 as its gold and copper production reached guidance targets in the year to June, with Telfer and Cadia leading the way.

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Commodities / Markets / Shares

Newcrest’s Cadia Shaken, Not Stirred

July 5, 2021July 5, 2021 - by Glenn Dyer

Newcrest Mining says part of its huge Cadia gold/copper mine in central NSW had been rattled by a “small seismic event” that seems to have left the mine a bit shaken but not all that stirred.

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Commodities / Markets / Shares

All Aboard the Commodities Express

May 10, 2021May 10, 2021 - by Glenn Dyer

Resource stocks surged on the ASX in Monday trading with some of the majors and the broader market reaching new highs thanks to record iron ore and copper prices.

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Commodities / Markets / Shares

Newcrest Joins the Running of the Bulls

April 29, 2021April 29, 2021 - by Glenn Dyer

Newcrest Mining, Australia’s biggest gold producer, has joined the generally upbeat parade of Australian resource companies in reporting a solid performance for the three months to March.

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Funds / Markets / Shares

Red Chris Rolling Along for Newcrest

March 31, 2021March 31, 2021 - by Glenn Dyer

Newcrest Mining has produced more reserves data for its emerging Red Chris gold mining complex in Canada as it prepares a major statement on the future development of the area for release in September.

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Commodities / Markets

Red Chris Good as Gold for Newcrest

March 11, 2021March 11, 2021 - by Glenn Dyer

Newcrest seems to have found a whole new area of interest at its 70% owned Red Chris gold and copper mine in British Columbia in Western Canada.

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Broker News

NCM – Credit Suisse rates the stock as Outperform

February 12, 2021 - by Broker News

Newcrest Mining beat Credit Suisse’s forecasts with respect to first-half net profit result with cash flow of US$439m setting a new record for the December half. Outperform retained. Target rises to $33.90 from $33.20.

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Markets / Shares

Investors Embrace Newcrest Dividend Shift

February 11, 2021February 11, 2021 - by Glenn Dyer

The Newcrest share price went for a nice run yesterday on news that the company intends to increase its dividend payouts for the foreseeable future.

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Commodities / Markets / Shares

Glad Tidings from Newcrest Drowned out by Market Noise

January 28, 2021January 28, 2021 - by Glenn Dyer

Newcrest Mining shares dipped 2.8% on Thursday in the day’s market wide sell-off and lower gold prices as investors ignored what was good news from the country’s top gold miner.

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Markets / Shares

Newcrest Tips $146m into Haverion JV

January 14, 2021January 13, 2021 - by Glenn Dyer

Gold miner Newcrest has agreed to invest $146 million in the first stage of the Havieron Project in Western Australia, which it owns in a joint venture with UK firm Greatland Gold. Newscrest shares rose 3.1% to $26.94.

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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.

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Commodities / Shares

Newcrest Advances Its Options

October 13, 2020 - by Eva Brocklehurst

Newcrest Mining will move to expand Cadia and upgrade recoveries at Lihir, both of which should underpin long-term production for Australia’s bellwether gold stock.

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Broker News

NCM – Citi rates the stock as Upgrade to Buy from Neutral

October 12, 2020 - by Broker News

Newcrest Mining will move to the second stage at the Cadia expansion project. This US$175m expansion should be completed in late FY22.

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Commodities / Shares

Newcrest Doubles Down On Gold Boom

October 12, 2020October 11, 2020 - by Glenn Dyer

The boom in gold prices has seen the country’s biggest miner, Newcrest up its investments in its two major mines to eke out small, but important gains in gold and copper output.

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Broker News

NCM – Morgans rates the stock as Hold

August 17, 2020 - by Broker News

Morgans describes Newcrest Mining’s FY20 result as steady, but says Lihir’s outlook disappointed and questions whether Lihir will ever post a consistent performance. FY21 guidance for Lihir points to both an unexpected drop in grade and mill recoveries, explains the broker.

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Commodities / Shares

High Gold Price Helps Newcrest Navigate Lower Production

August 14, 2020 - by Glenn Dyer

Like its larger foreign rival, Barrick, Australia’s largest gold and copper miner, Newcrest, lifted its profit in the year to June by 15%, despite gold output falling 13%.

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Broker News

NCM – UBS rates the stock as Buy

June 12, 2020June 12, 2020 - by Broker News

Newcrest has results of drilling at Red Chris and Havieron which reinforce the emerging value in these projects. UBS is of the view that the results from Havieron increase the likelihood it will be mined, which could change the economics of Telfer.

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Commodities / Shares

More Upside Likely For Oz Gold Equities

May 20, 2020 - by Eva Brocklehurst

A rising US dollar gold price is taking global gold equities higher and brokers note Australian gold stocks are lagging the move.

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Broker News

NCM – Credit Suisse rates the stock as Neutral

May 1, 2020May 1, 2020 - by Broker News

Newcrest is raising $1-1.1bn in equity with the placement issue price at a -7.0% discount to the last traded price. Proceeds of $704m will be used to acquire the gold streaming and financing of Fruta del Norte, the Ecuadorian gold mine in which the company has 32% equity share.

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Commodities / Shares

Newcrest Taps Shareholders For Growth Push

April 30, 2020April 30, 2020 - by Glenn Dyer

Newcrest Mining wants to raise up to $1.1 billion of new capital from shareholders to expand its interest in gold produced from mine in South America and to expand its existing mines.

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Commodities / Shares

Gold Stocks A Beacon In The Dark

March 30, 2020March 31, 2020 - by Eva Brocklehurst

Gold equities have suffered from the liquidity-driven global sell-off over recent weeks but several brokers suggest the outlook is much brighter, as flight-to-safety concerns take over.

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Posts navigation

1 2 … 4 Next
  • Evening Report: 26 May, 2022
  • 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

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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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