Bauxite boom brings opportunity
Bauxite prices are on a tear and Lowell Resources Fund CIO John Forwood is looking at ways to play the booming price run.
News
Small goldies revisit abandoned riches
Junior companies are capitalising on the high price environment by picking up distressed gold assets to give them a new lease on life.
OCC shares soar on ‘outstanding’ trial results
After posting “oustanding” pivotal trial data, Orthocell will apply for US FDA approval of its Remplir nerve-repair product.
Trade wars a win for African uranium plays
Tit for tat bans on uranium imports and exports by the US and Russia present a tremendous opportunity for ASX companies operating in Africa.
The Rule of 40 and Morningstar’s SaaS tips
Morningstar recommends using the Rule of 40 to assess SaaS-based companies, and here are their stock tips.
Aura closes on uranium milestone
Aura Energy could reach FID in 2025 at its US$230m Tiris uranium mine in Mauritania, which Argonaut calls one of ASX’s best undeveloped projects.
Why crypto boom might just be getting started
While Bitcoin and crypto have pulled back a tad since the Trump trade sent BTC to fresh highs in November, there are plenty of tailwinds to suggest the moon mission is intact.
Agriculture stocks sow the seeds of recovery
Profits from the leading rural stocks have been subdued, but there’s a rich harvest for investors taking the long-term view.
ASX slips from highs, Black Friday may boost
ASX retreats from record highs, but focus is now Black Friday sales which could offer a catalyst for next week.
Goldman: Worley an undervalued green leader
Worley, with its renewable energy projects, is being recognised by Goldman as an undervalued green stock.
Gold’s love affair with Trump
For now, the uncertainty surrounding Trump’s tariff threats is keeping gold elevated with the Aussie gold price up 0.14% to $4063 on Friday.
Indium MoU sends MTM higher
MTM Critical Metals will turn its flash joule heating technology to processing gallium, germanium and indium from scrap in a US MoU.
Gas still key to averting blackouts
Averting the threat of blackouts will require firming sources of power like batteries and natural gas.
Silver to surf electrification tailwinds
Energy expert Roscoe Widdup of Triple Eight Capital says copper bulls would be wise to look at silver for exposure to the electrification thematic.
Antimony’s story is looking ever brighter
Its growing use in solar panels, Chinese restrictions on its exports and flagging production, have made antimony a growing market star.
Two biotech IPOs test strength of market
Two new biotech companies – Vitrafy and Renerve – listed today, breaking an eight-month drought of life sciences IPOs on the ASX.
Bumpy Friday for the ASX
The ASX has dipped from record highs, but the tech sector is travelling okay so far on Friday. Meanwhile, MTM has partnered with Indium for US metal recovery.
Warriedar Resources’ Golden Range antimony
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing the initial antimony testwork from Warriedar Resources.
MTM’s critical US collaboration
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing a high-value metals recovery partnership from MTM Critical Metals.
Lithium miners get sweet relief
WA is pumping $150 million into a lifeline for cash-strapped lithium miners. Will it prevent job losses?
EMC is looking to direct extraction for rubidium
Edith Cowan University is assessing green direct extraction processing to unlock Australian resources of the ultra valuable metal rubidium.
ASX hits record as Pro Medicus seals big deal
The ASX reached a new record high on Thursday – on banks and healthcare gains, while Pro Medicus secured a $330 million deal with Trinity Health.
Orthocell goes on a run
Regenerative medicine play Orthocell appears to be breaking out, technically speaking, and its chart run might just be getting started.
Desert eyes off Cote d’Ivoire gold
Desert Metals rose Thursday on a Cote d-Ivoire gold anomaly, while Hastings was up on Saudi rare earths plant proposal.
All white now: SDI reports Stela sales
Dental supplies chain SDI reports promising initial sales of its “exciting” aesthetic amalgam filling replacement product, Stela.
Adisyn’s 2DG aims to bring graphene to chips
2D Generation’s groundbreaking graphene technology could revolutionise next-gen chips.
HAS signs Saudi MoU
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing a new Saudi MoU from Hastings Technology Metals.
Spartan strikes third discovery
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing the new “Freak” third gold discovery at the Dalgaranga project from Spartan Resources.
ASX, bitcoin near records
ASX nears record high, Bitcoin rebounds above US$96k, AV Jennings runs hot on takeover.
Mineral sands plays are pushing ahead
While mineral sands are not seen as exciting, they are nonetheless a solid choice for resource investment.
Hazer’s hydrogen and graphite to boost valuation
Euroz keeps speculative buy on Hazer with $0.57 target, citing hydrogen demo plant progress and graphite growth.
ASX rises, City Chic tumbles after update
Aussie stocks rose on Wednesday after Israel-Hezbollah ceasefire talks turned positive. Meanwhile, City Chic stumbled.
Mount Hope Mining prepares for ASX listing
Mount Hope Mining’s managing director and CEO Fergus Kiley joins Barry FitzGerald on the Explorers Podcast to talk about the company’s upcoming ASX listing.
Guy on Rocks: MTM Critical Metals
Guy Le Page checks back in on MTM Critical Metals with some advice on how to tap into a smaller-scale, but high-margin business.
Explorer enters waste management business
Nagambie Resources shares rose strongly off the back of an announcement it would trial the storage of road building waste at its west pit.
Orthocell’s Singapore sales strategy
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing the new commercial expansion of a nerve repair device from Orthocell.
ASX Small Caps Lunch Wrap: 11 Jul, 2024
Local markets have followed Wall Street higher today, with the goldies out in front once more.
Aussie Gas Special Pt 1: Projects to address our East Coast shortage
Australia faces a looming gas shortage crisis. Here are the projects that could ease concerns on the East Coast.
Top 10 at 11: Fresh from the ASX today
Good morning, and welcome to Stockhead’s Top 10 at 11, a short, sharp update to help frame the trading day.
Antimony and niobium juniors soar
WA’s ASX-listed resources stocks are shooting high on demand for the critical minerals antimony and niobium.
ASX Small Caps Lunch Wrap
The ASX has been struggling for traction today, following a mixed result on Wall Street overnight.
Closing Bell: Miners, oil stocks rally; retail struggles as Lovisa shares dumped
ASX 200 down. BHP’s profit up 2pc, but dividend cut. Lovisa drops 12pc; Zip Co loses over 10pc despite strong revenue
Investors cheer miners as Star plummets 40%
Investors are eyeing mining stocks after China’s news, while Star Casino comes crashing out of a trading halt.
ASX up as Selfwealth gains a suitor
The ASX rises on positive US inflation news, Xero ticks up 5%, Selfwealth attracts another suitor and Bitcoin hits US$93k before cooling off a tad.
Tech leads, gold dips, Variscan up 50pc
The ASX rose, driven by gains in Xero, while gold stocks slid. Meanwhile Variscan surged 50% and Bitcoin briefly hit US$93k before retreating.
ASX a sea of green after ceasefire
The ASX opened higher on Wednesday after ceasefire news in the Middle East, while Bitcoin dipped below $92,000, and Web Travel surged.
CLEO partners with Royal Women’s Hospital
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing ovarian cancer detection testing from Cleo Diagnostics.
Somnomed shares soar on performance upgrade
The maker of anti-snoring mouthguards, Somnomed has upgraded full-year revenue and profit guidance and investors are awake to the opportunity.
Renerve joins ASX today
When Renerve makes its IPO on the ASX today, it will join Orthocell (ASX:OCC) as one of only two nerve-repair companies to be listed on the local bourse.
IPO market could see 2025 revival
Lion Selection Group’s Hedley Widdup is optimistic a strong gold market could bring cash back into junior resources next year.
Anglo seals coal deal
The US$3.8bn sale of Anglo American’s Queensland coal operations to Peabody shows the value miners still place on the Asian market.
Post IPO, Vitrafy is ready to freeze out its rivals
Cryopreserver Vitrafy Life Sciences face stiff competition, but believes it has the ingredients for success under CEO and former MasterChef winner Brent Owens.
Trump’s tariffs rattle markets
The ASX dropped as Trump’s tariff threat rattled markets, but at least the day saw some gainers, including BlueScope, Reece and EML Payments.
Tunisian approval drives PhosCo gain
Phosphate hopeful PhosCo ran over 60% higher on Tuesday after Tunisia approved a key permit for development of Northern Phosphate Basin.
Trump’s tariffs hits ASX, but EML jumps 24pc
The ASX has dropped on Tuesday following Trump’s tariff announcement, but EML Payments surged after reporting strong Q1 results.
NMR accelerates gold production plans
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing near-term gold production plans from Native Mineral Resources.
Altech Batteries’ strategic offtake agreement
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing the new partnership with a German-based renewable energy company from Altech Batteries.
Iconic Broken Hill asset returns to ASX
Newcomer BHM is about to put the outback town of Broken Hill back on the map for investors with its Rasp and Pinnacles mines.
Will LTR Pharma’s rise sustain?
As a company focused on delivering a re-purposed erectile dysfunction drug via a nasal spray, LTR Pharma is a simple story to understand. Tim Boreham evaluates.
ASX hits record high, Novonix up 30pc
The ASX is approaching the 8,500 mark, while Cuscal’s IPO debuted poorly, trading below its listing price.
Punters position for potential lithium find
It’s in a trading halt but a potential lithium find at Raiden Resources seems to have investors piling into neighbour Errawarra.
Lucapa Diamond Company readies to re-start diamond mine
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing the Lucapa Diamond Company’s Merlin restart in the Northern Territory.
Neurotech receives vital ethics approval
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing the new human pharmacokinetic study from Neurotech.
Tony’s Takeaway: Would you like to super size that?
This week on Tony’s Takeaway, Locantro wants to share his sides with you – his six ‘McMining Nuggets’, starting with Far East Gold.
And the ASX’s most shorted stock (still) is…
Drumroll… it’s Pilbara Minerals. And that’s despite the lithium prices tracking upwards just lately.
Building stocks poised for housing recovery
While three of the biggest building material companies have been taken over, there are still opportunities to tap an expected recovery in housing activity.
EZZ finds Chinese market a thing of beauty
Following key online promotional events, EZZ Life Sciences reports surging Chinese sales of its health and beauty products.
Asset manager backs two wagering plays
Australia’s love of betting is as strong as ever, although the wagering market is consolidating. One asset manager is tipping BlueBet and PointsBet to succeed.
Shell’s success could drive Taroom growth
Supermajor Shell’s reportedly successful appraisal program at the Taroom Trough could pry the play open to ease east coast gas woes.
M&A buzz growing in Paterson province
Western Australia’s remote Paterson Province is looking interesting once again, particularly for junior explorer Antipa Minerals. Kristie Batten reports.
AusQuest plots big-time discoveries
AusQuest has been riding with South32 for eight years. Is it on the cusp of a major discovery?
Why gold price forecasts fall short
RFC Ambrian says gold forecasters tend to underpredict future prices 80% of the time, with bullion regularly making analysts look silly.
SQM to look for NT lithium
One of the world’s top lithium companies has taken a shine to ASX junior iTech Minerals in a frontier exploration JV.
ASX up as energy rises, tech dips, Bitcoin soars
The ASX rose on Friday on energy gains and A2 Milk’s spurt, while WiseTech and Megaport dragged tech down and Bitcoin soared (again).
What global markets can expect from Trump 2.0
As Donald Trump’s second term in the Oval Office looms, global markets face a seismic shift with opportunities and risks both firmly in play, writes Nigel Green.
These 3 ESG award winners lead the way
Three companies, including Orica, Sims, and Australian Vintage, were recognised for their strong ESG efforts in 2024.
ASX health stocks fall
Morgans analyst Scott Power notes global healthcare markets have fallen after Trump’s appointment of RFK Jr as Secretary of US Department of Health and Human Services.
ASX rises on oil, tech hit by WiseTech sell-off
The ASX has risen on Friday on energy gains, while tech stocks have dropped on the back of WiseTech, Megaport sell-offs.
Break it Down: 5E Advanced Materials
In this episode, host Fraser Palamara delves into 5E Advanced Materials’ (ASX:5EA) achieving its first full truckload shipment of boric acid super sacks to a US customer.
Break it Down: AML3D
In this episode, host Fraser Palamara tells all on AML3D (ASX:AL3) more than doubling its US manufacturing capacity on the back of a successful $30 million capital raise.
Original URL: https://www.news.com.au/finance/business/stockhead/news/page/20