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nipper
Posted on: Yesterday, 08:18 PM


Group: Member
Posts: 8,305

it was always feasible, technically

... just depends how much the cost is to achieve the outcome?
  Forum: By Share Code

nipper
Posted on: Yesterday, 08:16 PM


Group: Member
Posts: 8,305

got to $1.70 ... I wonder if this will help things
QUOTE
4DMEDICAL LED CONSORTIUM AWARDED $28.9M MRFF GRANT TO DELIVER THE WORLD’S FIRST DEDICATED LUNG FUNCTION SCANNER


• Australian Lung Health Initiative Pty Ltd (ALHI), a consortium incorporated and led by 4DMedical, has been awarded $28.9 million in funding over the next five years as part of the Federal Government's Medical Research Future Fund (MRFF) Frontier Health and Medical Research initiative (Stage Two)
• The funding will be used by ALHI to develop two generations of dedicated, low dose lung function scanners (XVD Scanners™) that provide safe, easy and rapid lung analysis of adults and children
• 4DMedical has been granted the exclusive right to commercialise XVD Scanners and will be responsible for the global sale and marketing of XVD Scanners in the field of lung health
• XVD Scanners will be integrated with 4DMedical’s proprietary XV Technology™, significantly increasing the addressable revenue opportunity and driving the adoption of the Company’s Softwareas-a-Service (SaaS) offering at medical institutions
• ALHI was previously awarded $1.1 million in Stage One funding that was used to successfully develop and deliver a Generation One XVD Scanner concept
• Stage Two of the project aims to bring Generation One and Generation Two scanners to commercialisation, with first units expected to be deployed in Australian hospitals for clinical trials within the next 12 months

  Forum: By Share Code

nipper
Posted on: Yesterday, 07:51 PM


Group: Member
Posts: 8,305

Calidus Resources (ASX: CAI) is pleased to report that site works at its Warrawoona Gold Project in WA's Pilbara are underway post the receipt of an approved Mining Proposal.

In parallel with this construction activity, Calidus is completing an integration study on its nearby Blue Spec gold deposit. This will assess the economics of mining Blue Spec, which has a JORC Resource of 219,000 ozs at 16.3gpt, and trucking ore to the Warrawoona plant.

Calidus Resources Managing Director Dave Reeves, said:
QUOTE
The countdown to production at Warrawoona has now begun. Construction of Warrawoona is fully funded and we are on schedule to pour our first gold as planned in the first half of 2022.

Our feasibility study shows Warrawoona will generate strong financial returns from a base case production scenario of ~90,000 ozpa at an AISC of A$1290/oz. The inclusion of Blue Spec will enable us to leverage the Warrawoona infrastructure significantly, raising the potential for increased production and financial returns. All long lead items for Warrawoona have been ordered, with the SAG mill due to land in Port Hedland in late July.
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 06:18 PM


Group: Member
Posts: 8,305

During the half year period IXUP extended the features offered across the IXUP privacy preserving analytics platform through the release of three further platform updates which has strengthened the commercial offering of its technology. This truly unique capability is designed to remove the risk of data loss and misuse, in an environment that is seeing unprecedented remote business activity and increased instances of cyber attacks. The Company believes that future demand for the IXUP platform will increase due to the exponential increase in data acquisition occurring globally, and a desire to monetise new data assets without risk.

but not yet.
(11.5c)
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 04:42 PM


Group: Member
Posts: 8,305

MARINE PRODUCE AUSTRALIA LIMITED (MPA) delisted following approval by shareholders at the company's Annual General Meeting held on 22 November 2010
22/12/2010
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 03:41 PM


Group: Member
Posts: 8,305

Lefroy Exploration Limited (ASX: LEX) is a Perth based gold explorer focused on greenfields exploration in WA, targeting multi-million-ounce gold discoveries. The Company's flagship project is the Lefroy Gold Project.


up 200% in last few days ..... a 22 hole programme with the first 10 assays received.

There was one hit out of the 10 holes drilled, but the rest were just "normal"
QUOTE
60m at 5.22g/t Au and 0.38% Cu from 112m down-hole to end of hole, including:

20m at 12.2g/t Au, 0.87% Cu and 1.7g/t Ag from 144m
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 01:31 PM


Group: Member
Posts: 8,305

when Canberra airport fell into the corporate grips (Snow n Co) it became a property tilt with a business park and cheap rents attracting govt departments (no public transport so everyone needed a car, so more multi storey pancakes)
But what did suffer was General Aviation, the small sub regional services with a half dozen passengers, as well as private aviation as the ground costs became too high.
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 12:26 PM


Group: Member
Posts: 8,305

QUOTE
and now a Capital raise and SPP at 35c.


Mirrabooka has just announced a 5.16% holding ... bought more in the raise
The trading price is hovering around 36c .... two weeks to decide to participate.
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 12:17 PM


Group: Member
Posts: 8,305

true to their word:
QUOTE
Rex Airlines has started flying on Australia's busiest route, Melbourne to Sydney,for the first time.

I saw somewhere they are still sourcing their third jet.... otherwise getting the triangle SYD MEL BNE covered will be hard.


Also Mr Joyce (such a fair weather friend) is selectively competing on regional routes
QUOTE
An airline war is set to erupt over the skies of regional Australia with Qantas announcing plans to expand its operations and muscle into key new routes.

The national carrier will introduce seven routes across New South Wales, South Australia and Victoria and offer special fares to lure customers away from its competitors. The destinations will include Mount Gambier, Wagga Wagga, Merimbula, Newcastle, Griffith, and Albury.
https://www.abc.net.au/news/2020-12-18/qant...ns-fly/12996778
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 09:47 AM


Group: Member
Posts: 8,305

Real Energy has already progressed on several fronts in developing its hydrogen division. Natural gas remains a significant focus for Pure Hydrogen and the Company plans to continue to pursue development and production of its 11.8 TCF of prospective and 353 BCF of 2C and 770 BCF of 3C natural gas resources. The Company is also investigating natural gas to hydrogen as one of its potential hydrogen manufacturing initiatives.


Pure Hydrogen Corporation Limited, through its subsidiaries, is now progressing five hydrogen projects – its 100% owned Project Saturn, located near Miles, Queensland, and through its 60% owned Pure Hydrogen International Inc, the Company plans to develop four large-scale Hydrogen Hubs on Australia’s East Coast – Project Jupiter (Gladstone), Project Mars (Mackay), Liberty North (Newcastle) and Liberty South (Port Anthony South East Victoria). All four port hubs have been identified as prime locations for Pure Hydrogen’s expansion into cutting edge hydrogen manufacturing and fuel cell technology.


As well as pursuing its hydrogen agenda, Pure Hydrogen will continue to add value to its very high potential natural gas projects in Queensland and the Republic of Botswana. Pure Energy, 100% owned by Pure Hydrogen, will own the Company’s total of 11.8 TCF of prospective gas resources in addition to 353 BCF of 2C and 770 BCF of 3C natural gas resources.

Production testing of the first CSG pilot well at Pure Hydrogen’s 100% owed Project Venus is on schedule to commence in March 2021. Project Venus is located within the Surat Basin Walloon CSG fairway and with a gas pipeline to the Wallumbilla Gas Hub passing through the Project Venus permit, success at Pure Hydrogen’s CSG pilot could offer early cash flow.

Pure Hydrogen has farmed out its Botswana Serowe CSG Project in exchange for funding of an appraisal drilling and production testing program designed to secure an unconditional gas sales agreement to a nearby power station

  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 09:10 AM


Group: Member
Posts: 8,305

Real Energy Corporation Limited (ASX: RLE) is pleased to provide an update of the merger between Real Energy and Strata –X Energy Limited (which announced today that it has changed its name to Pure Hydrogen Corporation Limited (PH2) in preparation of the merge).

QUOTE
Will operate two distinct Energy divisions – Hydrogen and Natural Gas


Real Energy Shares suspended from trading on ASX (from close of trading) Monday, 8 March 2021
Commencement of new Pure Hydrogen shares on the ASX on a deferred basis Tuesday, 9 March 2021
Scheme Record Date Wednesday, 10 March 2021
Implementation Date Wednesday, 17 March 2021
Commencement of normal trading of Pure Hydrogen shares on the ASX Thursday, 18 March 2021
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 09:08 AM


Group: Member
Posts: 8,305

Real Energy Corporation Limited (ASX: RLE) is pleased to provide an update of the merger between Real Energy and Strata –X Energy Limited (which announced today that it has changed its name to Pure Hydrogen Corporation Limited (PH2) in preparation of the merge).



Real Energy Shares suspended from trading on ASX (from close of trading) Monday, 8 March 2021
Commencement of new Pure Hydrogen shares on the ASX on a deferred basis Tuesday, 9 March 2021
Scheme Record Date Wednesday, 10 March 2021
Implementation Date Wednesday, 17 March 2021
Commencement of normal trading of Pure Hydrogen shares on the ASX Thursday, 18 March 2021
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 08:44 AM


Group: Member
Posts: 8,305

A Tiger by the Tail
QUOTE
In essence, Haldane argues, it is different this time.

The policy setting is completely different.

The fiscal policy setting is completely different.

The monetary policy setting is completely different.

Everything is different.

Bank of England Governor speech



https://edu.bankofengland.co.uk/-/media/boe/files/speech/2021/february/inflation-a-tiger-by-the-tail-speech-by-andy-haldane.pdf
  Forum: Investment Discussion

nipper
Posted on: Mar 1 2021, 08:27 AM


Group: Member
Posts: 8,305

Why interest rates are soaring and what it means for you


QUOTE
Last November, if you bought an Australian government 10-year bond (essentially a government IOU) on the open market, you'd have been lucky to get an interest rate of 0.8 per cent.
A fortnight ago, you could get a touch above 1.2 per cent. By Friday, it was just shy of 2 per cent. To put that into perspective, that's the equivalent of almost five official RBA interest rate hikes in four months, with two and a bit just last week.

You'd expect rates to move higher as the economy recovered. But it was the speed and the severity of the movements, the likes of which haven't occurred for decades, that stunned onlookers.

If sustained, it will lead to higher borrowing costs because banks will have no option but to pass those rate hikes on. And should Federal Treasurer Josh Frydenberg need to raise more debt, to extend JobKeeper for instance, he'll suddenly be confronted with a much higher bill.

Then there are the follow-on effects. Stock markets hate higher interest rates. Suddenly, the boom that has been underway ever since central banks cut rates to zero last year has been knocked sideways.


https://www.abc.net.au/news/2021-03-01/why-...or-you/13201602

but the 10 year is down 22 bips over the weekend, so the market will kick up
  Forum: Investment Discussion

nipper
Posted on: Mar 1 2021, 08:08 AM


Group: Member
Posts: 8,305

On March 1st, 2021, Strata-X Energy Limited (SXA) changed its name and ASX code to Pure Hydrogen Corporation Limited (PH2)
So the old O&G outfit has slipped away
QUOTE
we understand that on or about this date the company consolidated its shares 3 for 5 ... 16/07/2018
we understand that on or about this date the company consolidated its shares 1 for 3. ... 25/11/2016
listed entity carried for record purposes only ..... 12/03/2013

  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 08:07 AM


Group: Member
Posts: 8,305

Key Highlights ... CY2020 Consolidated Financial Report

• Inaugural operating cash flow positive of +$544k in December Quarter 2020.
• Strong sales growth, with +41% customer cash receipts growth to $16.5m during CY2020.
• Substantially improved revenue quality, with growing recurring revenues and diversification.
• Substantial growth of strategic business acquisitions.
• Strong balance sheet, with $5.4m cash and term deposits as at 31 December 2020.
• Strong outlook, with ~$14m CY2021 visible revenues (~$10m recurring plus ~$4m contracted revenues) and strong momentum
  Forum: By Share Code

nipper
Posted on: Mar 1 2021, 08:05 AM


Group: Member
Posts: 8,305

Calix technology to be piloted in novel energy storage system with Swedish company, SaltX

• Efficient, low cost energy storage systems have been identified as a key enabler in electricity network decarbonisation efforts and are a fast-growing, multi-$b market
SaltX (https://saltxtechnology.com/) (Nasdaq First North: SALT B) is a leader in the development of a novel salt-based energy storage system
• Calix’s electric-powered kiln technology has been identified as a high potential addition to the SaltX technology
• A pilot project, funded by SaltX and in partnership with Calix and Sumitomo SHI FW, will develop a 200 kW energy storage system and test it over FY22
• If successful, scale-up to a megawatt-scale, small commercial system would follow, along with commercial arrangements to exploit the technology
• The opportunity is yet another application for Calix’s core kiln technology, especially our electric-powered version, where we are seeing accelerating interest across multiple industries as they try to decarbonise traditional heating processes Sydney
  Forum: By Share Code

nipper
Posted on: Feb 28 2021, 02:23 PM


Group: Member
Posts: 8,305

Gold sales for Half year ... $38,624,874
Dec '19 period sales ......... $10,625,394
Change ............................... 364%
Total comprehensive profit/(loss) for the period $12,520,092 ; Previous ....$(985,103)

Paying 0.2c unf Dividend + 0.5c Special

Debt of $18.0 million (in the form of debentures) repaid on 12 October 2020, one year ahead of the repayment due date. On repayment of the debentures the Company is now debt free.


Raised $7.5M through exercise of Options.
  Forum: By Share Code

nipper
Posted on: Feb 28 2021, 12:43 PM


Group: Member
Posts: 8,305

1HFY21 REVENUE A$18.3m .. YOY+300%
CASH AT BANK (31 DEC 2020) A$7.1m


Recent Significant Contract Wins
..Shell .... Secondment of HFT staff to Shell to provide product development support
..FloTeck ... Partnership to deliver friction reducing chemistries to a major US E&P producer
..Melbourne Metro ... Provision of chemistry and professional services on Melbourne Metro Tunnel
..Iluka ... 3year contract at Jacinth Ambrosia minerals sands operation
..YanCoal ... Ongoing activity within the Hunter Valley coal fields

Recent Field Validation Work
..Syncrude ... Field qualification at one of Canada's largest oil sands producers
..BHP ...... Field validation at Olympic Dam copper mine
..OZ Minerals ... Provision of chemistry for Prominent Hill copper mine
..Eramet ... Provision of chemistry and technology in New Caledonia
..MMG ..... Continuous validation work with Las Bambas copper mine
  Forum: By Share Code

nipper
Posted on: Feb 28 2021, 12:18 PM


Group: Member
Posts: 8,305

sold this, at a loss. Only a small parcel, but held for too long. Then today, looked at the SP .... it has tanked, and around $1.25


(in fact, I compounded a mistake, holding on for last dividend, which produced a loss, as bad news dropped SP below $2, and quickly)
  Forum: By Share Code

nipper
Posted on: Feb 28 2021, 11:50 AM


Group: Member
Posts: 8,305

Underlying Profit of $32.8 million for the half year ending 31 December 2020, an increase of 24% on the previous corresponding period. Statutory Profit of $32.5 million was up 38% on the prior year.

Group revenue was up 4% to $122 million and EBIT was up 25% to $40.3 million.

Operating cash flow of $59.7 million was up 110% on 1H20, driven by increased holidays holdings and positive working capital cashflows associated with reduced inventory levels.

Ingenia achieved 128 new home settlements in 1H21 which add approximately $1.1 million in rental income annually.

Underlying EPS of 10.1 cents, which represents a 6% decrease on 1H20, was impacted by additional securities on issue as a result of the FY20 equity raisings completed by the Group.



QUOTE
While COVID-19 has disrupted our short-term growth, we are pleased to see momentum rebuilding and the underlying fundamentals supporting the business remain strong. Our Holidays business is benefitting from a buoyant outlook for domestic travel and we are seeing increased activity in our development projects as we reactivate new projects and larger sales events.

Notwithstanding these improvements, COVID-19 is continuing to be felt across a number of assets and in lower settlement volumes as the impact of reduced sales in the first half washes through the pipeline.


Based on the current outlook, the Group expects to deliver growth in EBIT of 15-20% for FY21. Reflecting the significant increase in average securities on issue, FY21 underlying earnings per security is expected to decline by 1- 2 cents per security compared to FY20.

  Forum: By Share Code

nipper
Posted on: Feb 28 2021, 11:42 AM


Group: Member
Posts: 8,305

has been nudging $14 recently. Still only Victoria based ... probably a sensible demographic reality with Covid?


Lifestyle Communities Limited (ASX: LIC) made solid progress during the first half of FY21 despite the challenges presented by the ongoing Covid19 global health pandemic. Melbourne’s stage 4 lockdown impacted operations for most of the period, with stay at home orders in place for greater Melbourne impeding the team’s ability to meet customers face to face and which effectively brought residential sales to a standstill.

The Company achieved a net profit after tax attributable to shareholders of $14.1 million for the first half of the 2021 financial year, compared to $15.1 million in the same period last year. Lower new home settlements relative to last year was the primary driver for the variance; however the impact was partially offset by an 8% increase in annuity income from site rentals, which was up from $11.4 million to $12.3 million due to an increased number of homes under management.


Currently funded and resourced to acquire at least two new sites per year, subject to identification of appropriate sites
• With the current pipeline of projects, the business reaffirms its capacity to deliver 900 to 1,100 settlements between FY21 & FY23 (subject to any further restrictions or lockdowns in relation to the ongoing impact of the Covid19 pandemic on the Victorian property market)
• The balance sheet and the debt position are robust .... access to over $100m in cash and undrawn facilities, and the next refinancing event is not due until March 2024
• Operating cash flow is underpinned by the ongoing rental annuities from 2,625 homes under management
  Forum: By Share Code

nipper
Posted on: Feb 28 2021, 11:20 AM


Group: Member
Posts: 8,305

Pureprofile Limited (PPL) help brands and media owners identify, connect and engage with more of the people that matter, as part of a mutually beneficial relationship. By capturing declared, first-party data and the formation of deep consumer profiles, businesses gain the ability to segment, target and engage with their audiences for the purpose of research, marketing and advertising.


listed on ASX in mid 2015 (@ 50c?) and went downhill. Low point was April 2020 when it was trading down to $0.002 a share. In July a new MD was appointed, one with experience in the market research industry and has held senior executive roles as Managing Director of EMEA & APAC at Research Now (now a part of Dynata) and CEO of EMEA / APAC at Kantar owned, Lightspeed GMI. Mr Filz is currently the Managing Director and Chief Revenue Officer of Eureka AI, a business intelligence platform, which generates actionable insights from mobile data .
Things settled down, he got his options, some $19M raised in Oct to play with. Let the games begin.

In First half results out on 26/02:
QUOTE
Profit after tax of $4.8m.
H1 positive net operating cash flow of $286k.
Auditors have removed the “Uncertainty Clause”.
SP back to 2.5c. Market cap $25M
What do they do?

Global Panel Book
Problem: Organisations need to understand their consumers at a global level through a one-stop relationship.
Solution: Build a network of partnerships to ensure complete coverage for delivery of Global Insights.

Transactional Data Dashboards
Problem: In order to expand market share, it’s critical for marketers to be able to understand which consumer groups are spending in their product categories on a regular basis.
Solution: An interactive dashboard that provides unprecedented intelligence on consumer spending patterns based on verified purchase data.
  Forum: By Share Code

nipper
Posted on: Feb 28 2021, 11:04 AM


Group: Member
Posts: 8,305

PUMPKIN PATCH LIMITED PPL .... NZX ..... Delisted from NZ exchange
the company, recently renamed Ex-PPL Limited, failed and is in receivership and liquidation 08/06/2017
  Forum: NZX

nipper
Posted on: Feb 27 2021, 07:47 PM


Group: Member
Posts: 8,305

Here we are .... Oversubscribed A$7.43M Capital Raising to Fund 2021 Exploration Programs at Redbank Copper Project

HIGHLIGHTS
QUOTE
▪ A$7.43M secured from new and existing investors to fund 2021 exploration programs at Redbank Copper Project in McArthur Basin
▪ Significant target generation and project modelling work to be completed
▪ Redbank's cash position post capital raising will be $9.32M – well positioned to capitalise on strengthening copper price
▪ Joint Lead Managers Viridian Capital and CPS Capital

.... but what a tortuous and convoluted path to get here (and this is only snippet of the goings on)

.... 01/09/2020 .... The company is undertaking a private placement to sophisticated investors for 72,000,000 new shares at a price of $0.025 per share to raise $1.8m. Funds raised will be used to progress the Sandy Flat Rehabilitation Project, the Millers Creek Project, settlement of liabilities and working capital.

...... argy bargy to-ing and fro-ing. small share sale facility. change of auditors. liquidators

........... 07 Aug 2019 .. Suspended from quotation immediately , at the request of RCP, pending the release of an announcement regarding the overall standing of the company post a review of the Company by the newly appointed Board.

......... 31 Oct 2017 consolidation of its securities in which shareholders get 1 share for every 20 presently owned.

...... The securities of the company will be suspended from Official Quotation from the commencement of trading today, 16 March 2016 following failure to lodge its Half Year Accounts

08 May 2013 ...... Redbank Copper Ltd will be reinstated to official quotation at the commencement of trading on Friday 10 May 2013 following completion of the Amended and Restated Redbank Copper Restructure Deed, and completion of a capital raising

....... on or about this date the company consolidated its shares 1 for 10 .... 15/03/2010

16 July 2009 ..... name changed from Redbank Mines Limited
  Forum: By Share Code

nipper
Posted on: Feb 27 2021, 04:33 PM


Group: Member
Posts: 8,305

Russia's wheat export tax expected to deliver big pay day for Australian farmers


https://www.abc.net.au/news/rural/2021-02-2...tralia/13189598
QUOTE
Russia is about to double its controversial wheat export tax, a decision tipped to have positive ramifications for Australian farmers.

The tax was introduced on February 15 by the Russian government in a bid to reduce rising domestic food prices. The tax will double next week, on March 1, to 50 euro per tonne ($A76/t) before moving to a permanent floating tax in June.

Russia is the world's largest exporter of wheat and has reportedly hit a record pace this month as exporters scramble to load as much wheat as possible to avoid paying the higher tax.

With plans to enforce similar taxes on corn and barley, the global grain trade is watching very closely to see what happens next.....
  Forum: Investment Discussion

nipper
Posted on: Feb 27 2021, 04:22 PM


Group: Member
Posts: 8,305

Immutep (ASX: IMM) are global leaders in the understanding and development of immunotherapy drugs for cancer and autoimmune diseases.

IMM's objective is to harness and strengthen the power of the body's own immune systems through therapeutic intervention for the benefit of patients' health. This is how immunotherapy fights cancer and autoimmune disease.

In this video, the company's CEO Marc Voigt speaks with Share Cafe's Tim McGowen about the company's operations, clinical trials and future developments.


https://www.sharecafe.com.au/2020/12/17/imm...the-good-fight/
  Forum: By Share Code

nipper
Posted on: Feb 27 2021, 02:37 PM


Group: Member
Posts: 8,305

On December 1st, 2017, Prima Biomed Limited (PRR) changed its name and ASX code to Immutep Limited (IMM).
  Forum: By Share Code

nipper
Posted on: Feb 27 2021, 02:36 PM


Group: Member
Posts: 8,305

On December 1st, 2017, Prima Biomed Limited (PRR) changed its name and ASX code to Immutep Limited (IMM).


13 Nov 2019 ........on or about this date the company consolidated its shares 1 for 10 ........
  Forum: By Share Code

nipper
Posted on: Feb 27 2021, 10:08 AM


Group: Member
Posts: 8,305


Huon Aquaculture Group Limited (HUO) focuses on farming, processing, marketing, and distributing fresh and value added Atlantic salmon and trout products in Australia and Asia.

HUO came to listing in 2014. As its name reflects, a major location of its activities has been in the waters of southern Tasmania.

Market cap is now a bit over $240M ; there was a placement in Aug last year. HUO has been in a bit of of a pickle in the last year or so, with the SP halving from $5 late 2019 to around $2.40 .

QUOTE
Huon has delivered a statutory loss of $95.3 million for the six months ended 31 December 2020 ($22.0 million NPAT pcp). The result includes a non-cash impairment charge of $113.9 million ($79.9 million after tax). Despite a 24% increase in revenue to $220.1 million on the strength of a 45% increase in harvest tonnage, earnings continued to be significantly impacted by COVID-19. The reduction in global demand for salmon resulted in a 28% fall in the international salmon price relative to the previous six months. This impacted pricing across all Huon’s distribution channels but particularly the lower priced spot export market. The scheduled increase in production resulted in a shift in the channel mix towards the international market which, during the half, accounted for 51% of total volume and contributed to a 15% drop in the overall average price to $11.41/HOG kg.


QUOTE
In light of recent unsolicited approaches, the Board has initiated a strategic review to assess the potential for corporate level transactions for the benefit of shareholders. Shareholders should not assume that any transaction will eventuate from the strategic review.
  Forum: By Share Code

nipper
Posted on: Feb 27 2021, 09:58 AM


Group: Member
Posts: 8,305

tech selloff !! closed at day low of $6.06 (in fact its lowest ever)
  Forum: By Share Code

nipper
Posted on: Feb 27 2021, 09:56 AM


Group: Member
Posts: 8,305

made it to $3.50 in the mid Feb rush, and still holding in the $2.80's
Not even dminished by a 24 Feb Announcement : Commencement of Legal Proceedings against BD1.


.x.x.x.x.x
QUOTE
The half-year period has been transformational for BARD1 as we expanded the foundations for the Group's success. On 28 July 2020, BARD1 completed the acquisition of Sienna Cancer Diagnostics Limited under a Scheme of Arrangement. This enabled the Group to implement its new business plan, consolidate its infrastructure, improve operational efficiencies, create a culture of innovation, and refocus its assets on key research, development and commercial milestones to drive long-term value for our shareholders.

The Group now owns or exclusively licenses a broad intellectual property portfolio covering its BARD1 autoantibody, SubB2M, Molecular NET (NET) and hTERT technologies and products across key jurisdictions worldwide.
  Forum: By Share Code

nipper
Posted on: Feb 27 2021, 09:38 AM


Group: Member
Posts: 8,305

that's nothing, I was driving along and looked in the rearview moirror, and there was a HK dairy company following me!
  Forum: Off Topic Chat

nipper
Posted on: Feb 27 2021, 08:24 AM


Group: Member
Posts: 8,305

Oil prices lost ground on Friday as energy companies in Texas and nearby states began preparations to restart oil and gas fields shut down by freezing weather and power outages.

Brent crude futures ended the session down $US1.02, or 1.6%, at $US62.91 a barrel while in New York, West Texas Intermediate (WTI) crude fell $US1.28, or 2.1%, to settle at $US59.24. For the week, Brent gained about 0.5% while WTI fell about 0.7%. Last week, both benchmarks climbed to the highest in more than a year with WTI above $US60 a barrel.

The big freeze in Texas and the Plains states curtailed up to 4 million barrels per day (bpd) of crude oil production and 21 billion cubic feet of natural gas, according to US energy analysts.

And on Friday it was revealed that US energy firms this week cut the number of oil rigs operating for the first time since November, according to the weekly Baker Hughes survey. US oil rigs in use fell by one to 305 last week, while gas rigs numbers rose one to 91, their highest since April 2020.

Despite rising for six months in a row, the combined count is still 393 rigs, or 50%, below this time last year. The total count is up from hitting a record low of 244 in August. the number of active oil rigs fell to a low of 172.

https://www.sharecafe.com.au/2021/02/21/com...-copper-copper/
  Forum: Macro Factors

nipper
Posted on: Feb 26 2021, 06:12 PM


Group: Member
Posts: 8,305

not much on LBL since 2007. M/C still only around $50M. Last 2 years has seen earnings rise even with little growth, as there was a focus on cutting costs. Now it is on about growth.

Laserbond Limited (LBL) is a specialist surface engineering company that focuses on the development and application of materials using advanced additive manufacturing technologies to increase operating performance and life of wearing components in capital intensive industries. Currently they are operating three divisions i) Services division, ii) Product division and iii) Technology division.

LaserBond is a specialist surface engineering company founded in 1992 that focuses on the development and application of materials, technologies and methodologies to increase operating performance and wear-life of capital intensive machinery components. Within these industries, the wear of components can have a profound effect on the productivity and total cost of ownership of their capital equipment. As almost all components fail at the surface, due to material removal through abrasion, erosion, corrosion, cavitation, heat and impact, and any combination of these wear mechanisms, a tailored surface metallurgy will extend its life and enhance its performance.

  Forum: By Share Code

nipper
Posted on: Feb 26 2021, 03:04 PM


Group: Member
Posts: 8,305

A bear walks into a bar and says to the bartender; "one whiskey and…… um …..one coke".
"Why the big pause?" asks the bartender.

"I don't know. I was born with them", says the bear.
  Forum: Off Topic Chat

nipper
Posted on: Feb 26 2021, 02:52 PM


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Posts: 8,305

We should see a near term future (only two to three years away) in which health systems start to move from a world of post-discharge data classification to concurrent computer-assisted coding. This will empower real time data analysis and clinical decision support so that clinical and financial outcomes can be optimized.


PKS is well suited to transform the trusted client relationships it has built over the last two decades into long term development partnerships which will support such a fundamental change in the operating model of healthcare.


Automated coding will be one of the most important data innovations in this decade: it will empower rapid improvement in the sustainability of health services and it will be the foundation stone on which genomics can enter the mainstream of clinical medicine – because it will solve the core problem of precision medicine: access to high quality real-time reference data that can support clinical interpretation of genetic variants.


Our growth strategy has three pillars:
+ rapid scale of our core services, together with new product functionality and expansion in Australian and international markets;
+ development of new complementary products and services, including near real time comprehensive benchmarking services that will support health services understand more about their financial and clinical performance;
+ acceleration in research and development to support automated coding services and the deployment of our best-inclass decision support products in clinical practice beyond pathology.
  Forum: By Share Code

nipper
Posted on: Feb 26 2021, 02:05 PM


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Posts: 8,305

from Lynas Half Yearly
Operational risks
2.1 Rare Earth prices Lynas' revenue is affected by market fluctuations in Rare Earth prices. This is because the product prices used in the majority of Lynas' sales are calculated by pricing formulae that reference published pricing for various Rare Earths materials. The market price has been volatile in the past because it is influenced by numerous factors and events that are beyond the control of Lynas.

These include:
• Supply side factors: Supply side factors are a significant influence on price volatility for Rare Earth materials. Supply of Rare Earth materials is dominated by Chinese producers. The Chinese Central Government regulates production via quotas and environmental standards. Over the past few years, there has been significant restructuring of the Chinese market in line with China Central government policy. However, periods of over supply or speculative trading of Rare Earths can lead to significant fluctuations in Rare Earth pricing.
• Demand side factors: Demand side factors are also a significant influence on price volatility for Rare Earth materials. Demand for end-products that utilise Lynas' Rare Earths including internal combustion vehicles, hybrid vehicles, electric vehicles and electronic devices fluctuates due to factors including global economic trends, regulatory developments and consumer trends.
• Geopolitical factors: Recently Rare Earths have been the focus of significant attention, including as a result of the recent trade tensions between the US and China. The table below illustrates how China domestic prices of NdPr (excluding VAT) have moved since July 2019:

NdPr China Domestic Price (VAT excluded) US$/kg
Q2 FY21 ... 48.7 US$/kg ... Q1 FY21... 40.8 .... Q4 FY20 .. 33.8 .... Q3 FY20 .. 35.9 .... Q2 FY20 .. 36.2 .... Q1 FY20 .. 39.0


Lynas' approach to reducing pricing volatility for its customers includes:
• Promoting fixed pricing to its direct customers, set for periods relevant to customer operations;
• Developing long term contracts that aim to reduce price variations for end users and OEMs such as car makers and wind turbine manufacturers.

Lynas achieved a small price premium compared to the NdPr market price, supported by:
• Sustained demand from the Japanese market and selected customers in China;
• The recognition by the market that Lynas is now well established as the second largest producer of Rare Earths in the world;
• End users placing more importance on being able to trace the origin of rare earths from a sustainable and auditable source of production to their end products, which Lynas can fulfil.

Strong Rare Earth prices, as well as real or perceived disruptions in supply, may create economic incentives to identify or create alternate technologies that ultimately could depress future long-term demand for Rare Earths. This may, at the same time, incentivise the development of additional mining properties to produce Rare Earths. If industries reduce their reliance on Rare Earth products, the resulting change in demand could have a material adverse effect on Lynas' business. In particular, if prices or demand for Rare Earths were to decline, this could impair Lynas' ability to obtain financing for current or additional projects and its ability to find purchasers for its products at prices acceptable to Lynas.

It is impossible to predict future Rare Earths price movements with certainty. Any sustained low Rare Earths prices or further declines in the price of Rare Earths, including as a result of periods of over-supply and/or speculative trading of Rare Earths, will adversely affect Lynas' business, results of operations and its ability to finance planned capital expenditures, including development projects.


2.2 Market competition Lynas' Rare Earths supply contracts and profits may be adversely affected by the introduction of new mining and separation facilities and any increase in competition in the global Rare Earths market, either of which could increase the global supply of Rare Earths and thereby potentially lower prices.
  Forum: Investment Discussion

nipper
Posted on: Feb 26 2021, 10:22 AM


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Posts: 8,305

Pentanet Limited (ASX:5GG) is pleased to announce strong market interest in the Australian launch of GeForce NOW ... NVIDIA's premiere cloud-based game streaming service. This week marks one month since the public announcement of the NVIDIA Alliance Agreement.

On 27 January 2021, Pentanet commenced online registrations of interest by allowing future Australian users of GeForce NOW to reserve their usernames and register for an invitation to the Beta Program, to capture a good understanding of potential market demand for the service across the country.

Since the 27 January announcement, over 24,300 gamers have registered, significantly exceeding our expectation of the early interest for the upcoming new service. This level surpasses our initial business case expectations and provides strong confidence to scale up our initial launch plans.

Therefore, Pentanet has proceeded with the placement of an initial hardware order with NVIDIA in line with the cloud gaming strategy outlined in the Company's Initial Public Offering Prospectus. The strong registration response has justified an increased initial purchase order for 18 RTX game servers (up from 12 servers) at an approximate capital cost of AUD $3.2 million. The servers will be split across two deployments, one in Perth and the other Sydney, with the increased capital spend allocated from working capital reserves.

Pentanet aims to roll out the Australian GeForce NOW beta this year, with a commercial launch to follow.
  Forum: By Share Code

nipper
Posted on: Feb 26 2021, 10:06 AM


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Posts: 8,305

a 25% reversal to $6.50 when the Half Yearly was released. I suspect disappointing will be used in commentary.
  Forum: By Share Code

nipper
Posted on: Feb 26 2021, 10:00 AM


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Posts: 8,305

this BNPL play has had a good year, but reality may be setting in?

from SC Home page: https://www.sharecafe.com.au/2021/02/25/aft...-profits-later/
QUOTE
Zip took a hammering after an unimpressive interim report.

Zip reported a $453.8 million loss for the half but says but revenue more than doubled as it expanded in Australia and the US

The buy now, pay later business reported 130% growth in revenue to $160 million in the December half, while its loss soared on last year's.

The company said the revenue growth was driven by 42% expansion in its Australian business, and $57.6 million in revenue from the QuadPay business in the United States, which it bought in August.

It reported a statutory loss of $453.8 million, which it said included a number of non-recurring items.

Zip shares fell nearly 10% in an initial slide as investors were disappointed the loss was so big and that revenue growth was a bit light on. The slide was part reversed and the shares ended down 7.6% at $10.95.


.... so many in the BNPL field; shakeout looming /pushback from credit card & provider mammoths / regulatory tightening?
  Forum: By Share Code

nipper
Posted on: Feb 26 2021, 09:56 AM


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Posts: 8,305

from the front page
https://www.sharecafe.com.au/2021/02/25/aft...-profits-later/

QUOTE
Afterpay’s shares were suspended to allow the company to raise $1.25 billion in a convertible note issue (with another of $250 million in overs). The company said that will help it pay $373 million to lift its ownership of the company’s rapidly growing US business.

The surprise news came as it also reported a doubling in underlying sales for the six months to December, but no profit, as some analysts had speculated. Instead, it reported a loss after tax of $79.2 million.

The buy now, pay later business said in the results statement to the ASX that active customers numbers jumped 80% to 13.1 million in the six months to December, with the US customer numbers growing at 127% to 8 million, which helps explain the stepped up US move.

Global underlying sales on the company’s platform were up by 106% to $9.8 billion.

The US deal would see Matrix Partners X and other part owners of its American business sell down their equity interests in Afterpay US, so that Afterpay’s underlying interest in the business rose from 80% to 93%.

But when Afterpay shares are re-listed on Monday there may be a big stick awaiting from investors after not reporting a profit and instead a loss, if the reaction to the interim results from rival Zip are any guide.

That said, the positive message from the US deal should be enough to offset any disappointment.
... or maybe not??
  Forum: By Share Code

nipper
Posted on: Feb 26 2021, 09:02 AM


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Posts: 8,305

I am looking at Bond rates. Yikes
And then there is the currency differentiation !!

Then what is Gold doing? Nothing the pundits thought would happen.
If (or when) we experience a Temper Tantrum, how are the overvalued assets going to perform/ suffer?
  Forum: Investment Discussion

nipper
Posted on: Feb 26 2021, 08:36 AM


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Posts: 8,305

Originally called the 360 Capital Group.It is an ASX listed investment and funds management group, focusing on strategic and active investment management of alternative assets (Real Assets, Private Equity, Public Equity and Credit) with the FUM around $440M. There is a tilt going on, with the 360 Capital Digital Investment Manager through it’s unique insights and network already investing c$125M into data centre opportunities and has a strong pipeline of additional investment opportunities.


On February 26th, 2021, 360 Capital Digital Infrastructure Fund (TDI) changed its name and ASX code to Global Data Centre Group (GDC).
  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 08:44 PM


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Posts: 8,305

Australia has only one major tin producing mine, Renison Bell in Tasmania, and its production goes to export customers as domestic consumption is quite low.
QUOTE
All of the tin mined there is exported to smelters in Asia; there is no smelting capacity in Australia, said James Willoughby, the International Tin Association's market analyst. "Domestic demand for tin is relatively small .... around 250 to 350 tonnes per year. If there was a smelter in Australia, mining at Renison would be more than adequate for Australian demand, he said.

Renison Bell's operator and 50 per cent owner Metals X (ASX:MLX) said the mine produced 2,000 tonnes of tin-in-concentrate in the December-ended quarter, down 14 per cent on the September-ended quarter. All in sustaining cash costs for the Renison mine were $US20,978 per tonne in the December quarter, and the mine has a production target of 8,200 to 8,500 tonnes for the 2021FY.
  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 08:06 PM


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Posts: 8,305

  • ... Tin metal prices close to breaking through $US30,000 per tonne (A$37,300/tonne) barrier for first time since 2011
  • ... 'Demand for tin has accelerated in recent months' – International Tin Association
  • ... Shipping delays, rains in Indonesia, accelerating demand from chemical and electronics sectors, all drive up tin's price


Australia has only one major tin-producing mine, Renison Bell in Tasmania, and its production goes to export customers as domestic consumption is quite low.
QUOTE
"All of the tin mined there is exported to smelters in Asia; there is no smelting capacity in Australia," said Willoughby. "Domestic demand for tin is relatively small – around 250-350 tonnes per year. If there was a smelter in Australia, mining at Renison would be more than adequate for Australian demand," he said.

Renison Bell's operator and 50 per cent owner Metals X (ASX:MLX) said the mine produced 2,000 tonnes of tin-in-concentrate in the December-ended quarter, down 14 per cent on the September-ended quarter. All in sustaining cash costs for the Renison mine were $US20,978 per tonne in the December quarter, and the mine has a production target of 8,200 to 8,500 tonnes for the 2021FY.

There are ASX companies developing tin projects in Australia to supply the export market in the years ahead. They include Australian Tin Mining (ASX:ANW),
Stellar Resources (ASX:SRZ), and
Venture Minerals (ASX:VMS).
  Forum: Off Topic Chat

nipper
Posted on: Feb 25 2021, 04:31 PM


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Posts: 8,305

Il prend le prix
  Forum: Off Topic Chat

nipper
Posted on: Feb 25 2021, 02:07 PM


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Posts: 8,305

Good Drinks Australia Ltd (GDA) is an Australian based company involving in the brewing, packaging, marketing and selling of beer, cider and other beverages


H1 FY21 CONSOLIDATED SUMMARY
• Good Drinks Volume up 46% to 6.1m Litres
• Total Volume up 41% to 8.6 m Litres
• Revenue up 47% to $28.4m
• Gross Profit Margin up 2% to 71%
• Variable Production Costs down 30% to $0.41 per Litre produced
• EBITDA up $6.8m to $7.1m
• Good Drinks is the #1 independent craft supplier in Australia
• Single Fin is now the #1 craft beer in WA
• Atomic Beer Project (Redfern NSW) open
  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 02:03 PM


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Posts: 8,305

On November 25th, 2020, Gage Roads Brewing Co Limited (GRB) changed its name and ASX code to Good Drinks Australia Limited (GDA)
  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 01:49 PM


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Posts: 8,305

certainly bouncing back since Covid
QUOTE
Alcidion advantageously positioned for H2 FY2021, with the Health IT sales environment progressively returning to pre COVID19 levels
• On track to surpass FY2020 revenue, with contracted revenue for FY2021 already 17% higher and six months of the year remaining
• From FY2022 to FY2026, further $23.0M revenue to be recognised, with $22.4M as recurring product revenue expected to be delivered at gross profit margins of 85%+
– Although not included in the $23.0M, Alcidion are confident of renewing / rolling a significant portion of current customers that have contracts expiring in the next 5 years
• Solid sales pipeline with new and existing customers in all markets being underpinned by HealthIT procurement progressively returning to pre COVID19 activity
• Sales traction in UK market accelerating driven by key Miya Precision (and Patientrack) reference sites increasing alongside growing Smartpage uptake
• Enhanced value proposition with rebranded Miya Precision flagship product, supported by full-service health IT offering

  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 12:09 PM


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Posts: 8,305

Share buyback cancelled. Discount to NTA reduced from 33% in Jun 2020 to 7% now

Number of shares/units bought back ... 20,734,766
Total consideration paid or payable for the shares/units .. $16,960,216

highest price: $0.895 date: 21 Jan 2020
lowest price: $0.58 date: 23 March 2020


Number of shares as at 24 Feb 2021 .... 193.8M

  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 11:25 AM


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Posts: 8,305

also,
code change (and Tuas TUA spun out) since 01 July 2020:
TPG TELECOM LIMITED now has the code TPG, not TPM
  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 11:21 AM


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Posts: 8,305

TPG Telecom has declared an interim profit of $734 million for the half-year after reporting a loss in the prior corresponding period, and declared a fully-franked 7.5¢ per share dividend.
  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 11:09 AM


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Posts: 8,305

and kept going, another 40+c lower. Early optimism tempered by (belated?) later realism?
QUOTE
As 4DMedical commences its commercialisation phase, the Company's strategy remains focused on securing clinical pilots and completing clinical trials with leading hospitals and healthcare institutions.

Clinical trials are independent research studies that validate the accuracy of 4DMedical's XV LVAS on patients with specific indications and respiratory diseases. The results of clinical trials are published in medical journals and can assist in driving the adoption of XV LVAS for specific use cases. The Company currently has a strong pipeline of clinical trials at various stages of development and focused on addressing some of the most complex, prevalent, and costly lung conditions.

Clinical pilots allow hospitals and medical institutions to implement and review XV LVAS in standard clinical practice ahead of potential commercial integration. 4DMedical is in discussion with several potential clinical pilot partners which it will aim to convert into customers and/or reference sites.
The combination of clinical pilots and clinical trials will form the foundation to securing scale and, importantly, assist the Company to capture a significant portion of the US$31 billion global respiratory diagnostics market.
  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 10:06 AM


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In its Global EV Outlook 2020, the International Energy Agency noted that in the Stated Policies Scenario, which incorporates existing government policies, the global EV battery capacity will increase from about 170 gigawatt hours (GWh) per year to 1.5 terawatt hours (TWh) per year in 2030.

This increases to 3TWh under the Sustainable Development Scenario that is fully compatible with the Paris Agreement, which seeks to keep the increase in global average temperature to well below 2 degrees Celsius.

Stationary uses are also forecast to grow with IDTechEx estimating a 38 per cent compound annual growth rate between 2021 and 2031 to a cumulative installed energy capacity of more than 1TWh.

https://www.iea.org/reports/global-ev-outlook-2020
  Forum: Investment Discussion

nipper
Posted on: Feb 25 2021, 09:02 AM


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Epsilon Healthcare Limited (ASX: EPN), formerly THC Global Group Limited (THC) , confirms that following shareholder approval on 18 February 2021, the Company has now been renamed Epsilon Healthcare Limited and will commence trading under the ASX Code EPN from today, Thursday, 25 February 2021.

Group Chief Executive Officer, Jarrod White commented:
QUOTE
The now complete rebranding of the Company to Epsilon Healthcare Limited better reflects the Company’s current approach as a healthcare and pharmaceuticals business with significant investment in the medicinal cannabis space in Australia and Canada. We look forward to continuing to develop our high value pharmaceuticals manufacturing business in Southport, our healthcare clinics, the Medimar platform, and our hydroponic cultivation service offerings globally under this new brand and strategy.

Epsilon Healthcare Limited (ASX: EPN) is a diversified global healthcare and pharmaceuticals company. EPN owns a number of medicinal cannabis assets including the largest cannabis manufacturing facility in the Southern Hemisphere, the Tetra Health clinic group, and the Medimar Platform .... an end-to-end ecommerce solution for nutraceuticals and cannabis. EPN additionally operates a turnkey cannabis cultivation solutions provider based in Vancouver, Canada.
  Forum: By Share Code

nipper
Posted on: Feb 25 2021, 09:00 AM


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Posts: 8,305

Epsilon Healthcare Limited (ASX:EPN), formerly THC Global Group Limited (THC) , confirms that following shareholder approval on 18 February 2021, the Company has now been renamed Epsilon Healthcare Limited and will commence trading under the ASX Code EPN from today, Thursday, 25 February 2021.

Group Chief Executive Officer, Jarrod White commented:
QUOTE
The now complete rebranding of the Company to Epsilon Healthcare Limited better reflects the Company’s current approach as a healthcare and pharmaceuticals business with significant investment in the medicinal cannabis space in Australia and Canada. We look forward to continuing to develop our high value pharmaceuticals manufacturing business in Southport, our healthcare clinics, the Medimar platform, and our hydroponic cultivation service offerings globally under this new brand and strategy.

Epsilon Healthcare Limited (ASX: EPN) is a diversified global healthcare and pharmaceuticals company. EPN owns a number of medicinal cannabis assets including the largest cannabis manufacturing facility in the Southern Hemisphere, the Tetra Health clinic group, and the Medimar Platform – an end-to-end ecommerce solution for nutraceuticals and cannabis. EPN additionally operates a turn-key cannabis cultivation solutions provider based in Vancouver, Canada.
  Forum: Investment Discussion

nipper
Posted on: Feb 25 2021, 07:25 AM


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Posts: 8,305

While some reports on Woolies half year focused on the way its sales growth in the first weeks of 2021 was stronger than Coles – 8% v 3.3%, the more important points for investors was the way sales and profits grew in the half year.

But like its rival, Woolies also warned investors that the June quarter performance and perhaps beyond, will see the company come off the boil.
QUOTE
Looking ahead to the rest of the financial year, we expect sales to decline over the March-to-June period compared to the prior year in all our businesses, with the exception of hotels where venues were closed for much of the final four months last year, as we cycle last year’s COVID surge, CEO Brad Banducci said.

However, in parallel, we also expect COVID-related costs to be materially below the prior year, subject to no further widespread prolonged lockdowns

Dividend up, online sales booming

https://www.sharecafe.com.au/2021/02/24/woo...-all-the-boxes/
  Forum: By Share Code

nipper
Posted on: Feb 24 2021, 05:48 PM


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What's on the clandestine nightly flights between Myanmar and China?

https://www.aspistrategist.org.au/whats-on-...nmar-and-china/
QUOTE
Each night for more than a week, unregistered flights between Yangon and Kunming have been transporting unknown goods and personnel from China to Myanmar. The military regime that's now in charge of Myanmar is trying very hard to hide the flights. The Chinese government and Myanmar Airways have claimed the planes were carrying seafood exports. However, the details of the flights in question make that highly unlikely.

the author does herself a disservice with the concluding paragraph; otherwise, this is what happens at the pointy end of power projection.

And historical footnote; Kunming was the city, much more isolated and backward in those days, that the Khmer Rouge leadership sat out and plotted the 60's and early 70's before they took power with their genocidal regime in Kampuchea (Cambodia)
  Forum: Investment Discussion

nipper
Posted on: Feb 24 2021, 11:43 AM


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Posts: 8,305

Carawine Resources Limited (CWX) is an exploration company whose primary focus is to explore for, and ultimately develop, economic gold, copper and base metal deposits within Australia. We aim to grow value through a sustainable and technical exploration approach. The Company has five gold, copper and base metal exploration projects.


Listed late 2017. been bouncing around the 20 to 30c levels, raising a bit of capital, kicking a bit of dirt, drilling a few holes. Today it has gone from 21c to 44c (high of 51c) on some really nice results .
QUOTE
MULTIPLE HIGH-GRADE INTERSECTIONS CONFIRM EXCITING NEW GOLD DISCOVERY AT HERCULES


KEY POINTS
• Assay results reported from the first eleven reverse circulation holes drilled at the Hercules prospect, part of Carawine's large Tropicana North Project in Western Australia
• Two new high-grade gold lodes discovered parallel to the main zone in drill hole TNRC008
• Combined interval of 37m @ 5.58g/t Au from 84m1 across three lodes (TNRC008):
... 4m @ 25.9g/t Au from 84m, including 3m @ 34.2g/t Au from 84m (main zone)
... 3m @ 22.2g/t Au from 101m, including 2m @ 33.0g/t Au from 101m
... 3m @ 10.6g/t Au from 118m, including 2m @ 15.6g/t Au from 118m
QUOTE
• New parallel lodes in drill hole TNRC008 define a much wider, "blown-out" zone of mineralisation just 70m from surface
• Additional high-grade gold intersections extend mineralisation along strike and at depth:
... 3m @ 15.2g/t Au from 125m, including 2m @ 22.4g/t Au from 125m (TNRC001)
... 3m @ 15.4g/t Au from 111m, including 2m @ 22.7g/t Au from 111m (TNRC006)
... 5m @ 10.0g/t Au from 86m (TNRC009)
... 5m @ 13.1g/t Au from 207m, including 3m @ 21.5g/t Au from 208m (TNRC010)
• Mineralisation remains open at depth and along strike to the northeast and southwest
• Additional assay results from completed RC and air core drilling expected in coming weeks
• Carawine's' highest priority now to secure drill rigs and commence follow-up drilling
  Forum: By Share Code

nipper
Posted on: Feb 24 2021, 11:08 AM


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Posts: 8,305

good days and not so good days
QUOTE
Global investors, fearing an overvalued market, have dumped high-flying tech stocks and bitcoin once again.

The slump in bitcoin's value, along with Tesla's falling share price, have shaved $US15.2 billion ($19.2 billion) off Elon Musk's net worth, causing him to lose his title as the "world's richest person". ....

Tesla shares plummeted by as much as 13 per cent overnight, but trimmed their losses to just 2.2 per cent by the time Wall Street finished trading. This was on top of Tesla's 9 per cent slump yesterday.

Bitcoin is both a "friend and foe" for the Tesla boss, Wedbush Securities analyst Daniel Ives said. While Tesla on paper made roughly $US1 billion on bitcoin in a month that exceeded all its EV [electric vehicle] profits from 2020, the recent 48 hour sell off in bitcoin and added volatility has driven some investors to the exits on this name in the near-term, he said.

*but are they investors?
  Forum: Investment Discussion

nipper
Posted on: Feb 24 2021, 10:52 AM


Group: Member
Posts: 8,305

QUOTE
We are all very excited about the opportunities ahead ... having now reshaped the business to be more agile, we can accelerate execution of our growth strategies across gaming, mobile accessories and online distribution.

Cellnet continues to deliver ... strongest first-half performance in 15 years

• First-half profit before tax of $3.41m, up $3.11m year-on-year
• All term debt fully repaid
• Cash at bank of $4.7m as of 31 December 2020
• First-half year-on-year cost reduction of over $1m
• Capital management policy under review with a full-year dividend planned

Market was probably hoping for more. Down 25% to 12c, although it has run up from 5c doldrums mid 2020.
  Forum: By Share Code

nipper
Posted on: Feb 24 2021, 09:49 AM


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Posts: 8,305

all a bit smoke and mirrors (unless they can bring home the candy)
QUOTE
FFG completed its acquisition of its 50.1% stake in Abelco in March 2020. Under FFG, Abelco has embarked on various strategies and intiatives to improve its profitability. Among others, under FFG’s strategic advice, Abelco has disposed of several non-profitable subsidiaries. As a result, Abelco’s revenue was 29% lower, compared to prior year, at A$1.7 million in FY2020, but the strategy has paid off in improving Abelco’s cost management significantly.

Abelco turned around from making a loss of A$3.5 million in FY2019 to a profit of A$15.1 million in FY2020. This is largely due to Abelco’s disposal of non-profitable subsidiaries, as well as the appreciation in the value of other key assets, including Abelco’s stake in iCandy Interactive Limited (ASX: ICI), that has shown strong share price performance during the financial period.



  Forum: By Share Code

nipper
Posted on: Feb 24 2021, 09:22 AM


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Posts: 8,305

Osteopore Limited (OSX) is an Australian and Singapore based medical technology company, that specialises in the production of 3D printed bioresorbable implants that are used in conjunction with surgical procedures to assist with the natural stages of bone healing. Osteopore's products are manufactured in-house using 3D printing technology that is precise and allows for customisation of shape and geometry.


As a regenerative medicine company devoted to developing and manufacturing polymer implants for surgical procedures, the company's products are being used in Australia and Europe to plug burr holes drilled in the skull for brain surgery and for skull and face (craniofacial) surgery.

The material is "bioresorbable", meaning it is resorbed by the body and replaced by the patient's own bone.


Last quarter Osteopore signed three distribution agreements that cover the Australian, New Zealand, German, Austrian, Swedish, Norwegian, Danish and Finnish markets, and is working with a medical school in Singapore on the possibility of using its implants in reconstructing lower jawbones.

QUOTE
We think it is an incredible technology, David McNamee of Altor Capital said.They are generating revenue, they have got the regulatory hurdles (overcome), and they have got a number of new products in the pipeline. So we feel the market has not fully understood the scale of that opportunity.


Listed on ASX in Sept 2019. Market cap $35M.
  Forum: By Share Code

nipper
Posted on: Feb 24 2021, 08:59 AM


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Posts: 8,305

HeraMED Limited (HMD) has been listed on the ASX for more than 2 years. It is a technology startup based in Israel and is developing a lineup of innovative connected pregnancy monitoring solutions for home use. Harnessing state-of-the-art technology with superior UX/UI, HeraMED creates solutions that are "medically accurate, scientifically optimized, safe and affordable".

The company’s HeraBEAT fetal heartbeat monitor provides medical-grade heart rate monitoring at home through a smartphone connection, the company says.

Israel’s largest and most advanced hospital, Sheba Medical Centre, this month began a pilot program to test both the device and the HeraCARE platform, and the company also has a research collaboration with the Mayo Clinic in the United States.
  Forum: By Share Code

nipper
Posted on: Feb 24 2021, 08:43 AM


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Financial Highlights
• Total sales revenue grew 151% on Previous Corresponding Period to $9.21m (1H FY20: $3.67m)
• Total revenue and other income grew 114% on PCP to $16.27m (1H FY20: $7.61m)
• Operating Profit of $3.06m (1H FY20 Loss of $0.25m)


During the half-year to 31 December 2020, Calix continued to develop its core technology platform, from which the Company is developing several multi-billion-dollar global business opportunities.


Outlook
The Company will continue working towards the FY21 targets across each segment. With exciting opportunities in the sustainable processing business, there is significant potential to expand relationships pending successful early trial results, which Calix anticipates to report on in the near-term.

Exploiting technical advantages in the US and re-establishing Chinese aquaculture sales are the key priorities for Water, with the aim to grow revenues and improve margins post-COVID.

Crop protection continues to be a promising lines of business for Calix. Building on existing early revenues and trial results, developing the next major license is the key next step toward commercialisation in this segment. The new opportunity emerging in marine coatings is also exciting, and attracting significant industry interest.
  Forum: By Share Code

nipper
Posted on: Feb 24 2021, 08:18 AM


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Posts: 8,305

The HSC applications include HomeStay Everyday, Carers Companion and MyDay.

Technology Platform and applications: The HomeStay Intelligent Home platform allows older Australians and those living with a disability to live independently in their own home for longer. It uses data analysis, as well as human monitoring, to determine residents' routines and detect anomalies.

These early insights allow for better decision-making by care providers and families, allowing more focused service, minimising unnecessary care and facilitating welfare checks in a more responsive manner. They have created a HomeStay Everyday application where service providers such as health professionals – such as nurses, physiotherapists, cleaners, gardeners and home maintenance services can come to your home and give you the exact help or service you need.

Their Carers Companion supports enhanced care delivery by easily capturing key information and streamlining shift handover processes. Carers Companion supports carers to empower individuals to live more independently, supporting their daily planning and decision making.

Their application MyDay supports individuals to effectively manage their day with greater independence. The application promotes decision making, mental stimulation and interactions with families, friends and carers.
  Forum: By Share Code

nipper
Posted on: Feb 24 2021, 08:10 AM


Group: Member
Posts: 8,305

HSC Technology Group (HSC) is a Software as a Service (SaaS) data analytics company that uses next generation Machine Learning and Artificial Intelligence to deliver decision-making insights that improve people's safety, independence, autonomy and most importantly improve their lives. HSC has invested in an ecosystem of IOT marketplace partners throughout the Asia Pacific region to provide fully integrated solutions which deliver scalable outcomes that align with our clients' key strategies.


first came to the ASX in November 2018, as Homestay Care (HSC); and on August 3rd, 2020, Homestay Care Limited changed its name to HSC Technology Limited.
one analyst looking at it said:

The company formerly known as Homestay Care has an "Internet of things" platform for monitoring patients across the aged care and disability sectors to ensure they are kept safe and secure.
QUOTE
We think we have got a really impressive technology stack that actually enables aged care facilities to link in with some of the antiquated technologies and medical professional services, he said

The company's innovative platform provides a central area where the various people that provide services in the healthcare and aged care sectors can communicate with each other.
QUOTE
We are pretty excited about that too, we are hopeful that they can deliver on some large contracts in the healthcare and aged care sector,
  Forum: By Share Code

nipper
Posted on: Feb 24 2021, 07:15 AM


Group: Member
Posts: 8,305

Proteomics is striving for regulatory approval of its simple, low-cost blood test for chronic kidney disease in patients with type 2 diabetes.

Using a unique protein "fingerprint", the PromarkerD test can predict the onset of diabetic kidney disease up to four years before symptoms arise with 86 per cent accuracy.

The test has received a CE Mark in Europe and this month the company sent a pre-submission package to the US Food and Drug Administration in advance of a meeting on possible approval.
QUOTE
They are in a similar boat, we think they have de-risked the health, it has taken them 20 years to get them to the point where they've got a scalable test kit where the three biomarkers line up," David McNamee of Altor Capital said.

And we feel like they're cusp of commercialising that technology that has been validated by one of the largest pharma groups in the world, by integrating all their clinical data, McNamee said, referring to Janssen, a subsidiary of Johnson & Johnson.

Proteomics has clinical trials to validate the test that are due probably around the end of March, and is deep in discussions about getting a US manufacturing partner to help the scale-up of their test kits, McNamee said.

Identifying what diabetic patients are at risk of kidney failure opens up a lot of commercial possibilities for large pharmaceutical companies, McNamee said.

The knowhow Proteomics developed in working on biomarkers for this test kit should help them as they develop biomarkers for tests for other conditions such as endometriosis, he said.

QUOTE
So we like that one, there are a lot of catalysts we feel for this year, he said.


- another bit of a leg up; now $1.34
  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 03:52 PM


Group: Member
Posts: 8,305

• 36.4% investment portfolio performance, outperforming the Index by 16.1%
• 4.0c per share fully franked interim dividend, 33.3% increase

QUOTE
Core holdings that significantly contributed to the investment portfolio's outperformance during the period included: workforce management company People Infrastructure (ASX: PPE), online retail company Temple & Webster Group (ASX: TPW) and online marketplace Redbubble (ASX: RBL).

Given the changes we witnessed in the market, we increased our exposure to companies leveraged to sectors that may benefit from the successful rollout of a vaccine. This includes mining services, which should benefit from increased spending as surging commodity prices boost cash flow and encourage resource companies to replace depleting reserves. We also expect a buoyant period for capital raisings in 2021 given the recent strength in equities coupled with record low interest rates.
QUOTE
During the period we saw significant opportunities across the market and the additional capital raised via the SPP and Placement allowed us to invest in many of these opportunities specifically via capital raisings. During the period we continued to participate in several initial public offerings (IPO) including Aussie Broadband (ASX: ABB), Sovereign Cloud Holdings (ASX: SOV), Booktopia Group (ASX: BKG) and Cluey (ASX: CLU) and remain positive on the outlook for these companies.
  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 03:49 PM


Group: Member
Posts: 8,305

Record growth in H1 21 across all key financial indicators:
QUOTE
• Total revenue and other income for the half was $44.0M, up 253% year on year
• Total Recurring & S&P revenue for the half was $43.1M, up 246% YoY
• Recurring revenue up 99% YoY to $21.1M and S&P revenue up 1,089% YoY to $22.1M
• H1 21 Underlying EBITDA to $4.4M, up 176% YoY
• NPAT to $0.5M, up 169% YoY
• Positive Operating Cashflow for H1 FY21 of $4.3M.
• Healthy balance sheet with $23.3M of cash and available debt as of 31 December 2020
• Acquisition integrations ahead of schedule
  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 03:46 PM


Group: Member
Posts: 8,305

An acquisition spree through the back half of 2020 has weighed heavily on rapidly rising revenue and earnings at challenger telco Uniti Group.
QUOTE
Uniti has transformed into a core infrastructure owner and operator, enjoying scale and relevance in our chosen markets & with the unique advantage of having ‘locked-in’ organic growth, thanks to our large and growing contracted fibre order book.
We are today a core infrastructure business, generating operating free cash flow exceeding 60% of our earnings, after investing in the further expansion of our fibre telecommunications infrastructure.
We are privileged to be operating in a segment of the telecommunications industry experiencing once-in-a-lifetime favourable market and economic conditions and investing in fibre infrastructure, which delivers a highly demanded essential commodity to consumers and business, which is able to accommodate very long term demand growth with minimal incremental capital or operating expenditure.
The fact that 75% of our existing fully funded, contracted fibre order book will be deployed in the coming 5 years , and is continuing to grow at improving rates, assures our shareholders of continued steep earnings growth and free cash generation over both the near and longer

  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 03:40 PM


Group: Member
Posts: 8,305

Half Yearly OVERVIEW:

▪ Revenue increased by 6.4% versus the previous corresponding period (PCP), driven by strong customer demand for our specialist heavy equipment maintenance services. Revenue growth excluding the Rest of World business unit was up 12.0% on PCP.
▪ The Group continues to adapt to and proactively manage workforce readiness and mobility, which positively impacted margins, particularly throughout Q2 of FY2021.
▪ Total Recordable Injury Frequency Rate (TRIFR) improved by 6% vs PCP.
▪ The Australian business continues to experience high levels of customer demand, partially unfilled due to ongoing labour mobility challenges.
▪ To mitigate the labour challenges in the Australian operations, the Company has implemented a number of initiatives, including an expansion of its Trade Upgrade Apprenticeship Program and established an integrated national recruitment program.

▪ The North American market continues to deliver significant revenue growth, up 166% on the PCP and an advanced due diligence program is in place to enter Canada by the end of FY2021.
▪ Our Rest of World segment experienced a 75% fall in revenue vs PCP due to international travel restrictions as a result of COVID-19, pleasingly this business unit saw a rebound in operational delivery with quarter on quarter revenue growth of 157%.
▪ 1.5 cent fully franked interim dividend confirmed for the period ending 31 December 2020, record date of 3 March 2021 and scheduled for payment on 17 March 2021.
▪ Net debt is currently $19.9m, up marginally from $18.5m at 30 June 2020.
▪ Mader invested significantly in its personnel, operational fleet and workforce readiness capabilities. This has laid a solid foundation from which to capitalise on substantial unfilled global customer demand
  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 03:26 PM


Group: Member
Posts: 8,305

SEEK eyes a split as Bassat hands reins to Narev

Co-founder Andrew Bassat is stepping down from his chief executive role to be succeeded by former Commonwealth Bank chief executive Ian Narev.

SEEK is also in advanced discussions about a sell-down of its interest in Chinese job listings marketplace Zhaopin from the current 61 per cent to 23.5 per cent that would value Zhaopin at $2.2 billion.


QUOTE
The Board believes SEEK Asia Pacific & Americas and SEEK Investments can benefit from a greater degree of independence and focus, and is in a unique position to have two experienced executives lead its operating business and its investment arm

.. The Board is reviewing options and targeting the following outcomes:
o SEEK: To focus on the growth opportunities for the AP&A business and relevant adjacencies, whilst retaining economic exposure to Investments and Zhaopin
o Investments: To focus on being an investor and business builder that partners with emerging leaders to support their aspirations and deliver strong long-term returns. Keys to its success will include the ability to operate independently and access third party capital

  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 01:55 PM


Group: Member
Posts: 8,305

White Rock Minerals Limited (WRM) is a gold and silver exploration company with projects located in the New England Fold Belt in New South Wales. Goes back a few years, since 2010 (spun out of Rex Minerals, according to another site)


30 Sep 2019 .... White Rock announces an equity raising of up to $5.4 million through a 2 for 3 prorata non-renounceable entitlement offer of fully paid ordinary shares together with 1 option for every 3 New Shares to existing eligible shareholders to raise up to $5.4 million before costs. Offer price of $0.005 per share.
05 Aug 2020 .... consolidated its shares 1 for 100.

and now:
AUSTAR GOLD TO BE ACQUIRED BY WHITE ROCK MINERALS (WRM)


Highlights:
QUOTE
• White Rock to acquire 100% of AuStar Gold by way of scheme of arrangement in an allshare transaction under which, if implemented, AuStar Gold shareholders will receive 0.78 White Rock shares for every AuStar Gold share held.
• The Scheme delivers significant value to AuStar Gold shareholders. The implied price of the Scheme consideration represents a premium of approximately 47% based on the last trading price of AUL shares on 1st February 2021 and 56% based on the 1-month VWAP of AUL shares.
• The Scheme moves White Rock into the league of gold producers and secures a large (~670km2) under-explored land package with historic high-grade gold production in the highly prospective Victorian goldfie
lds


  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 01:49 PM


Group: Member
Posts: 8,305

I suspect this did not even get up, WRM, WARRENMANG LIMITED not even mentioned in delisted
  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 01:47 PM


Group: Member
Posts: 8,305


AUSTAR GOLD TO BE ACQUIRED BY WHITE ROCK MINERALS (WRM)


Highlights:
QUOTE
• White Rock to acquire 100% of AuStar Gold AUL by way of scheme of arrangement in an allshare transaction under which, if implemented, AuStar Gold shareholders will receive 0.78 White Rock shares for every AuStar Gold share held.
• The Scheme delivers significant value to AuStar Gold shareholders. The implied price of the Scheme consideration represents a premium of approximately 47% based on the last trading price of AUL shares on 1st February 2021 and 56% based on the 1-month VWAP of AUL shares.
• The Scheme moves White Rock into the league of gold producers and secures a large (~670km2) under-explored land package with historic high-grade gold production in the highly prospective Victorian goldfields.
.
  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 09:30 AM


Group: Member
Posts: 8,305

Monadelphous has forecast a 10 per cent boost to sales over the full year due to demand for engineering services from iron ore, lithium, gold and copper miners after delivering an 11 per cent increase in interim net profit to $31.6 million. Dividend increased by 2c to 24c ff.


QUOTE
While the global economic outlook in the wake of COVID19 remains uncertain, the resources sector is expected to provide a steady flow of opportunities for Monadelphous over coming years, the Perth-based engineering group said.


  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 09:17 AM


Group: Member
Posts: 8,305

​Highlights:
● H1 FY21 EBITDA of $8.2m, 99% growth PcP.
● Total group revenues of $53.3m, with core connectivity recurring revenue up 30% PcP.
● A multiyear major contract win for Superloop nbn Aggregation Services via our inhouse Superloop Connect Platform with an anticipated contract value of ~$25m.

● Superloop Home Broadband subscribers totalling 39k as at 31 December 2020, growth of 66% PcP.
● On going prudent capital expenditure management with spend of $8m for the period (H1 FY20 $12m) excluding IRU swaps.
● Re-affirming EBITDA guidance of $18m - $20m, with latest expectation bottom end of the range primarily due to continuing but temporary implications of COVID on Education and Hospitality sectors.
  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 09:13 AM


Group: Member
Posts: 8,305

continues its rise. . hit 12c with a tie-up with YOZO Pay


  Forum: By Share Code

nipper
Posted on: Feb 23 2021, 09:10 AM


Group: Member
Posts: 8,305

and now a Capital raise and SPP at 35c. Dilution looming, maybe because SPP capped at $1mill whereas those sophs can put in $11M. Mind you, only 4% under previous trades, so the upside is limited.

  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 07:25 PM


Group: Member
Posts: 8,305

making a mention in an article on Hydrogen
https://stockhead.com.au/energy/these-asx-s...gen-sector/?amp

Green hydrogen is the 'holy grail' of a net zero emissions future.

Just as lithium-ion and VRFBs are ideally suited for electric vehicles and stationary storage, green hydrogen can be used to clean up 'dirty' industries like steel production, manufacturing, long haul trucking, and shipping.

Right now green hydrogen – which burns cleanly and emits only water – is too expensive to make and distribute, but costs are falling. A recent Australian National University report estimated Australia could currently produce green hydrogen for about $3.18-3.80/kg. By the end of the decade, it would fall to ~$2/kg – making it cost-competitive with fossil fuels, ANU says.

Globally, there are now 228 large-scale projects for a combined $US300 billion of proposed investment through to 2030, according to the Hydrogen Council.

$US80 billion of this is in advanced planning, has passed a final investment decision or is under construction or commissioned.

ASX juniors are pouring into space to take advantage of this bullish sentiment. If the 2020s is going to be 'the decade of hydrogen', then these are some of the stocks to watch.

HAZER GROUP (ASX:HZR)

Until very recently Hazer was the only pure play hydrogen stock on the ASX. Its ~$17m, low emission Commercial Development Project (CDP) in WA will produce 100 tonnes of hydrogen a year when commissioned in October this year.

With any luck the CDP will demonstrate to deep-pocketed financiers and partners that the Hazer Process works well. After that, the focus becomes building larger, more profitable projects.


HEXAGON ENERGY MATERIALS (ASX: HXG)

The former rare earths-gold explorer acquired a hydrogen project in the Northern Territory late last year.

The Pedirka project will use a surface gasification plant to produce 'blue' hydrogen from coal for export and domestic markets with zero carbon emissions, the company says. A pre-feasibility study for the project – a proper look at whether it is economic or not — is the next step.


GLOBAL ENERGY VENTURES (ASX:GEV)

The cashed-up minnow says it has designed a ship to carry compressed hydrogen to regional markets. The 2,000-tonne capacity, hydrogen powered C-H2 vessel is simple, efficient and has low technical barriers to commercialisation, GEV says.

An early stage scoping study on the project will be delivered this quarter.


PROVINCE RESOURCES (ASX:PRL)

Previous iterations as a furniture assembly business (AssembleBay) and vanadium explorer (ScandiVanadium) did not get investors' pulses racing, but it looks like Province has turned the corner.

The minnow has just acquired the Gascoyne and HyEnergy projects in WA's north-west — a veritable 'grab bag' of commodity opportunities. An initial focus will be on renewable green hydrogen. Investors loved the news and sent the stock soaring.
QUOTE
Green hydrogen will be an increasingly important future energy source, developing alongside the lithium industry," says project advisor Gavin Rezos. "Rapid advances in hydrogen fuel cells are now demonstrating that green hydrogen will have a major role to play in the areas of mass transport, shipping, trucking, and eventually in homes, helping the world reach targets of being net zero carbon by 2050.
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 03:21 PM


Group: Member
Posts: 8,305

Emu NL (EMU, formerly Emu Nickel NL) is a resource exploration company focused on acquisition and creating a prospective exploration portfolio in Southwest Western Australia.

still going. .... +60% today
QUOTE
first assay results have been received from the Company's maiden drilling programme at the Gnows Nest Project located ~30km southeast of Yalgoo in WA. The programme has successfully confirmed and extended the highgrade gold mineralisation previously identified at the recently acquired Monte Cristo Gold prospect, (3km NW of the historic Gnows Nest Mine in an extension of the same structural setting) and the Gnows Nest Gold prospect. HIGHLIGHTS Assay results received from 33 drill holes (3,741m) of the 9,000m reverse circulation (RC) drilling programme

some nice intersections
raised capital from sophs and profs recently
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 02:54 PM


Group: Member
Posts: 8,305

Wooboard Technologies Limited (WOO), formerly Reffind Limited (code RFN), uses a gamified, social cloud-based platform to allow employees to send recognition and share updates instantly. Wooboard, the simple peer to peer recognition platform, to help create a positive culture of recognition in the workplace.

Recently SP lifted (from $0.002 to $0.008, today) with some infusion of funds
QUOTE
Clee Capital has confirmed to the Company that it has received firm funding commitments from sophisticated and professional investors for the entire $4,000,000 the Company is seeking.

WooBoard has made the decision, as a matter of commercial priority, after receiving feedback from trial clients as part of their due diligence that there were concerns about WooBoard’s auditors placing a ‘going concern’ note on recent audited accounts of the Company. WooBoard is conducting this Capital Raise in order to remove the ‘going concern’ note on the accounts and provide further comfort to large trial clients as to the strength of WooBoard’s balance sheet and investor base.



  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 02:27 PM


Group: Member
Posts: 8,305

Cash on Delivery?
Carry On Drilling!!
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 01:46 PM


Group: Member
Posts: 8,305

Highlights:
QUOTE
 13% growth in reported Net Sales to $642.4 million over the prior corresponding period (pcp)
o Strong Americas performance with 22% constant currency sales growth
o Asia Pacific sales up 10% with a recovery in Australian new residential construction
o UK and Europe recovered strongly following COVID lockdowns, up 10% for the half in constant currency
 Strong cash generation ‐ cash flow from operating activities up 17% to $155.6 million
 Net debt reduced by $76 million and leverage down to 0.88 times Net Debt to EBITDA1 (from 1.57 times)
 Interim dividend of 6.0 cents per share declared, up 33% on pcp



Peter2 pointed out the recent freeze in Texas has resulted in many burst pipes. Off to the hardware store!!
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 01:40 PM


Group: Member
Posts: 8,305

GR Engineering Services Limited (GNG) is into provision of high-quality process and detailed engineering design, procurement and construction services to the mining and mineral processing industry and the provision of operations, maintenance, projects and advisory services to the oil and gas sector.


HY21 Results Summary
QUOTE
 Revenue: $176.4 million (HY20: $95.3 million)
 EBITDA: $14.2 million (HY20 EBITDA Loss: $15.4 million)
 Profit Before Tax: $12.6 million (HY20 Loss Before Tax: $16.7 million)
 Interim dividend: 5.0cps (fully franked) (HY20: 2.0cps (unfranked))
 Cash: $52.8 million (31 December 2019: $20.7 million)

has managed to get back on track with earnings and dividend restored. However, it is vulnerable to macro conditions and to counter party failure when dealing with smaller outfits.
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 11:23 AM


Group: Member
Posts: 8,305

• Positive EBITDA $576K and NPAT $66K
• Revenue up 30.5% vs PCP
• Biopolymer sales up 129% vs PCP
• Gross profit margin 18.2% vs 14.2% PCP
• Strong balance sheet: $14.3m cash with no debt

QUOTE
• Vertical integration is a strength with expertise across the value chain from Resin -> Film -> Bags
• Increasing importance of Compostable business which now comprises 73% of overall business
• Strong IP and technical know-how in biopolymer resin formulation and film production
• Launch of MyEcoBag™and MyEcoWorld™portals targeting own brand sales and integrated margins
• Continued focus on supplying retailers with their own branded products is accelerating growth in key retail segments

now 32c
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 10:59 AM


Group: Member
Posts: 8,305

this one still around. Market cap still only $200M, but has positive earnings for quite a while. Pays a dividend,




  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 10:42 AM


Group: Member
Posts: 8,305

almost recovered from the Covid plunge; EML above $5.00 again

($’000s) ............. H1 FY20 .... H1 FY21 ... GROWTH
TOTAL REVENUE ....... 59,156 ... 95,329 .. 61%
Revenue conversion .. 89bps ... 93bps .... 4%
GROSS PROFIT...... 44,803 .... 67,252 ..... 50%
GP margin .............76% ...... 71% ....... (5%)



The Group expects EBITDA to be in a range of A$50.0m – $54.0m for FY21
This represents growth of 54% to 66% over PCP of $32.5m

QUOTE
A key risk for EML is its reliance on revenue from breakage, or the unused amount left by consumers on reloadable gift cards. EML can share this with retailers, although it is possible regulators may require unspent funds to be returned to shoppers. EML said breakage continues to fall as a percentage of group revenue, now comprising 23 per cent, down from 33 per cent in FY19, and it is expected to represent a lower percentage of group revenue in FY21 with further growth in the [general purpose reloadable card] segment

  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 09:51 AM


Group: Member
Posts: 8,305

another leg up, to close to $1.00. Up 23% on the news

QUOTE
Electronic transport in a single qubit achieved
Highlights
• Archer achieves a key technological milestone in the development of its 12CQ quantum computing qubit processor chip technology.
• The work represents a significant technical achievement because the electronic transport measurements were performed on a single qubit – only a few hundred atoms across – and at room temperature.
• The Company utilised over $150 million of semiconductor foundry facilities and some of the most advanced instrumentation in the world to complete its most recent validation of the 12CQ technology.
• Archer is one of only a few players† developing a qubit processor chip in the emerging multibillion-dollar quantum computing industry‡.

  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 09:40 AM


Group: Member
Posts: 8,305

Nexion Group Ltd (NNG) is an information technology company delivering Cloud infrastructure and network services. It offers Private Cloud Infrastructure coupled with Public Cloud Products such as Amazon AWS and Microsoft Azure to create a Hybrid Cloud service called a OneCloud Node. NEXION uses SD-WAN technology to connect its corporate customers to its OneCloud Nodes.

QUOTE
Hybrid Cloud is one of the fastest growing segments of the IT industry today as corporations accelerate their migration from traditional owner-operated compute resources to pay-as-you-go platforms.

Since establishing the business in 2017, NEXION has achieved an annual compound growth rate of 137% and established two new OneCloud Nodes in Perth and Melbourne. The next phase of their growth will see the Company deploy to additional Australian locations, supplement these nodes with software-defined wide-area network (SD-WAN) capability then expand globally to deploy OneCloud Nodes in regions that may include New Zealand, Africa, North America and Europe.


Raised $8M at 20c in an IPO; floated on 18 Feb slightly under that , but is currently well into the money at 34c a share
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 09:35 AM


Group: Member
Posts: 8,305

Delisted
QUOTE
GBS Gold International Inc via its subsidiary GBS Gold Australia Pty Limited was successful with an off-market takeover offer of A$2.38 plus one GBS Gold International Inc share for every 14 Northern Gold shares - GBS Gold International Inc is a mining exploration company trading on the TSX-V (TSX-V:GBS)

16/01/2006

  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 09:22 AM


Group: Member
Posts: 8,305

VITAL SIGNS CONTRACT TO COMMENCE MINING AT NECHALACHO IN MARCH 2021


low cost pathway to RE production
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 09:15 AM


Group: Member
Posts: 8,305

Superloop has been awarded a major, multi-year contract with Symbio (MNF Group Limited) (ASX:MNF) to become its exclusive supplier of wholesale nbn aggregation services. The contract, signed today, has an expected value in excess of $25m and is Superloop’s largest single contract win to date.

Under the contract, Symbio will migrate its existing and future supply arrangements from various providers of nbn aggregation services onto the Superloop Connect platform. The contract also anticipates Superloop expanding its existing use of Symbio’s range of voice offerings and including elements within its own portfolio of offerings.
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 09:09 AM


Group: Member
Posts: 8,305

Audinate returns to pre-COVID revenue levels


Key 1H21 highlights:
• Revenue of US$11.1 million (1H20: US$11.1 million; 2H20: US$9.3 million)
• Gross margin of US$8.6 million (1H20: US$8.5 million; 2H20: US$7.0 million)
• EBITDA of A$1.8 million (1H20: A$1.9 million)
• Net loss after tax of A$1.2 million (1H20: $0.3 million net profit)
• Operating cashflow of A$3.2 million (1H20: A$2.9 million)
• Cash including term deposits of A$66.3 million
• Dante enabled products up 27% to 3,008 – a key leading indicator of future growth
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 09:07 AM


Group: Member
Posts: 8,305

8common Ltd (8CO) is involved in the development and distribution of two established software solutions: Expense8 and Perform8. It offers integrated technology solutions combined with Legal, Registry, Company Secretarial, Governance, Finance and Insurance services. The solutions help companies, their employees and professionals control costs, boost productivity.


Half Year Highlights:
▪ Total revenue (excluding Government incentives) increased to $1.9m, an 9% increase over the previous corresponding period1
▪ Recurring SaaS and transaction-based revenue of $1.1m with an ARPU of $16.94 as COVID19 impacted travel and expense activity during the period
▪ $2.25m in operating cash receipts (+24% vs 1HFY19) delivering an operating cash inflow of $78k (outflow of $191k in 1HFY19),
▪ $2.3m in annualised recurring SaaS and transaction-based revenue as at 31 December 2020
▪ Over $3.16m in total contract wins in FY21 to date
▪ Total user numbers increased 23% over the period to 148k driven by new contract


Outlook
QUOTE
Over the remainder of FY21 the company will focus on:
• Organic revenue growth through new agency wins, uplift in users and increase in average revenue per user (ARPU);
• Leverage existing relationships to cross sell products;
• Execute on the CardHero strategy and roll out the product across more customers;
• Expand our border client footprint; and
• Develop partner ecosystems to scale distribution into new markets.

The Company has a strong outlook for the remainder of the financial year with a significant pipeline of potential revenue growth via the implementation of our technology across State, Federal, Not-For-Profits and Corporate clients.

  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 08:47 AM


Group: Member
Posts: 8,305

1H FY2021 Financial Performance and Operating Highlights

• Total revenues of $1,111,763 delivered vs $242,877 in comparative period, up 358%
• Recurring revenues of $459,235 vs $100,843, up 355% on comparative period
• Gross Margin of $809,946 vs $118,041, up 585% on comparative period
• Strong financial position to support future growth initiatives with cash balance of $12,104,531 at 31 December 2020 following an $8.4 million capital raising during the period


Strong Outlook for 2H FY2021 and beyond
QUOTE
archTIS operates in a very large and proven addressable market. In July 2020, the Australian Federal Government released the Department of Defence "2020 Force Structure Plan" which committed approximately $15 billion over the next decade to cyber and information warfare capabilities, which included a key focus area in collaboration amongst government, business and the community to address cyber security. As an established, trusted and existing technology provider to the Australian government, archTIS is well-placed to provide best-of-breed trusted information and security.

Beyond Defence, AusCyber notes the Australian Cybersecurity industry in 2020 was worth $5.6bn and is expected to grow to $7.6bn by 2024. And globally the cybersecurity market is currently worth $173B in 2020, growing to $270B by 2026, with the majority of that spending being for externally managed security services. With the acquisition of Nucleus Cyber complete, archTIS is now well placed to expand into this global cybersecurity market.
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 08:44 AM


Group: Member
Posts: 8,305

ALI today announces an increased fully franked interim dividend of 3.5 cents per share. The Company reports a half-year accounting loss of $5.4 million as a result of the downward revaluation of the investment portfolio to market value at 31 December 2020.

The interim dividend of 3.5 cents per share is an increase of +16.7%, demonstrating a continued commitment and track record of generating sustainable total returns to shareholders. Including this interim dividend, total dividends paid out to shareholders since inception total 27.75 cents per share.

OUTLOOK

We have a cautiously optimistic economic outlook and, while we anticipate a continued recovery in global activity, we are cognisant of challenges around vaccine rollouts and new virus strains. Against this backdrop, Argo Infrastructure's specialist global portfolio manager, Cohen & Steers, remains focused on high-quality companies with strong balance sheets and liquidity profiles.

In recent months, Cohen & Steers has sold some of the pandemic outperformers (such as communications) and selectively added exposure to economic recovery via subsectors adversely impacted by the pandemic, such as freight railways and airports (including in Mexico).

In the longer term, several key structural trends support the outlook for many infrastructure assets globally. For example, intensifying data usage provides a strong tailwind for communications towers companies and data centres. Similarly, the worldwide drive to decarbonise will underpin investment in renewable energy-focused utilities. In addition, governments worldwide have committed funding for infrastructure investment as part of COVID stimulus measures.

With more than $300 million of assets and no debt, Argo Infrastructure offers exposure to these longterm trends at asset prices that are at decade-lows relative to broader equities valuations, whilst providing shareholders with an attractive dividend track record demonstrated since our IPO in 2015.
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 08:39 AM


Group: Member
Posts: 8,305

19 February 2020: SelfWealth Ltd (ASX: SWF) is pleased to update the market on the most substantial period of customer growth in the Company's history.
QUOTE
The Company has seen its strongest ever months of new client registrations. These registrations have flowed through into record numbers of new active traders, as well as record numbers of trades across both the domestic and US markets.

The growth in new client registrations from the beginning of 2021 has eclipsed the previous peak growth levels seen in March and April of 2020, at the beginning of the COVID-19 pandemic.

Currently, 23% of all active traders have added US trading functionality to their existing ASX portfolios, and US trades are already approaching 10% of total daily trade numbers.
.
  Forum: By Share Code

nipper
Posted on: Feb 22 2021, 08:38 AM


Group: Member
Posts: 8,305

As of 07 December 2020, the existing 65,000+ active clients of SelfWealth will be able to submit a request to have the US trading feature to be added to each of their approved Australian equity portfolios.

Any new clients that join SelfWealth from 14th December 2020 will be able to easily add on the feature during the initial sign up process.

As with the Australian equities portfolio, there are no fees associated with adding US trading.

US trading features a USD Cash Account, competitive FX rates when transferring money between the AUD and USD Cash Accounts, low-cost and flat-fee brokerage of USD 9.50 per trade and the choice of over 7,500 US securities across all major US exchanges. The functionality seamlessly integrates with the existing ASX-trading platform.

The new native mobile applications for iOS and Android will be released later in December to allow for an undisturbed deployment of all US trading-related features.

US trading is supported through a long-term partnership agreement with PhillipCapital, a global financial institution with over 1 million clients worldwide, and assets under management amounting to more than USD 35 billion.

The Company expects a high-level of uptake from existing clients and an increase in acquisition rates due to the complete offering now provided.

Managing Director, Mr Rob Edgley, had this to say on the much-anticipated release, "
QUOTE
For years, SelfWealth has been growing strongly off the back of disillusioned investors that have been overpaying to invest. Now, they can invest in the US and the ASX in one convenient place at a reasonable price.

There is now no need for multiple trading accounts and apps to access some of the most popular stock markets, and SelfWealth members will have a US Cash Account to help them avoid foreign exchange fees on every trade.

Our hard-working team will now turn their efforts towards providing additional functionality and new products across the trading platform.

We're looking forward to announcing these additions in the new year.
  Forum: By Share Code

nipper
Posted on: Feb 21 2021, 04:18 PM


Group: Member
Posts: 8,305

and , just raised some money, looking to list.

Butn, a three year old fintech startup founded by a 38 year old serial entrepreneur and a 74 year-old banker, has closed a $12.5 million funding round and now plans to go public on the Australian Securities Exchange in the first half of this year.

The company was spun out of small business transactional lending company AFC (Australian Factoring Company), and has built a technology platform that lets it offer several lending and financing options to clients including a buy now, pay later product, advances on commissions, advance invoice payments and business loans.


1. Butn X
Invoices paid in an instant
Get paid as soon as your goods and services are delivered with advanced payments up to $75,000. It's simple, 30 days just turned into 30 seconds.

2. Butn Pay
Buy Now Pay Later for business
Butn Pay lets organisations instantly pay for goods and services, and choose the repayment terms. It gives businesses the cashflow they need, in seconds.

3. Butn Now
Commissions, without the wait
With Butn Now businesses can claim their commissions instantly. Don't wait weeks or even months to be paid–get commissions paid in advance.
  Forum: By Share Code

nipper
Posted on: Feb 21 2021, 03:28 PM


Group: Member
Posts: 8,305

Humm Group Limited (HUM).
... from last year: Flexigroup, which operates in the BNPL sector mainly under the Humm brand, rose almost 12 per cent on Wednesday after it released a trading update that said it now had more than 2.1 million customers across its Australia and New Zealand businesses, having added 380,000 in the past 11 months. But it has two other profitable arms in credit cards and SME lending also make it less of a pureplay buy now, pay later stock.
QUOTE
Humm concentrates on transactions with an average around $1,000; health, solar power and home improvement categories have become key targets. The newer arrivals concentrate around $100-150, which may be more spontaneous decisions and more frequently made.

Humm has a well trialled and tested 'credit decision' engine and a flexible payment structure that lets customers push their payments out up to 60 months.

Humm is only A+NZ focused, whereas the newer BNPL players are looking to grow internationally

Flexigroup has been in the buy now, pay later space for 20 years, and is profitable; its long history might actually count against it in a sector where agile new businesses, without legacy brands or products, arguably look more focused. It is also still in transformation, and has spent the past year consolidating some legacy products and grandfathering others. In the year to May 31, retailers have processed $2 billion worth of transactions on the Humm platform; this is a 25%pa growth.
It is interesting that FXL, now HUM, has never shot the lights out. Maybe because it has not gone for that explosive growth the other BNPL stocks are chasing?
  Forum: By Share Code

nipper
Posted on: Feb 21 2021, 03:21 PM


Group: Member
Posts: 8,305

On November 30th, 2020, Flexigroup Limited (FXL) changed its name and ASX code to Humm Group Limited (HUM).
  Forum: By Share Code

nipper
Posted on: Feb 21 2021, 03:16 PM


Group: Member
Posts: 8,305

Trading conditions improve for AstuteOne as Employment Rebounds in Australia and New Zealand

PayGroup released its updated FY21 sales data in the week commencing 4 January 2021. and here they are :
QUOTE
  • Total Contract Value of $8.2m signed in the nine months to 31 December 2020 (Q1-Q3 FY21; 200% increase PCP - $4.1m FY20)
  • $2.8m of TCV signed in Q3 FY21 (a 115% increase on PCP – $1.3m in Q3 FY20)
  • Continued record sales growth for SwaS, SaaS and Treasury Services
  • Strong momentum exiting FY21 and entering FY22 – over 115 new client entities signed during the nine months to 31 December 2020, and further development supported by strongest sales pipeline
  Forum: By Share Code

nipper
Posted on: Feb 21 2021, 02:02 PM


Group: Member
Posts: 8,305

Resonance has received Therapeutic Goods Administration approval for its flagship automated software that assesses liver fat for people with non-alcoholic fatty liver disease (NAFLD).

The approval will now allow the company to distribute the HepaFat-AI software throughout Australia. It already secured approval from the US Food and Drug Administration back in December.

Resonance says that HepaFat AI is the only approved imaging technology capable of measuring a patient's liver fat in a way that's "substantially equivalent" to a specialist's assessment from a liver biopsy.

QUOTE
There's a strong tailwind blowing for Resonance's product, as non-alcoholic fatty liver disease – which is correlated to obesity – is reported the leading cause of liver disease, affecting an estimated 2.3 billion people globally. It's believed that over the next 10 years healthcare costs associated with the disease will exceed US$1 trillion in the US and €334 billion in Europe.


HepaFat-AI has already been validated and standardised for all the major MRI scanner makes and models.
  Forum: By Share Code

nipper
Posted on: Feb 21 2021, 01:56 PM


Group: Member
Posts: 8,305

has not been travelling that well. A recent Announcement lifted it off lows
QUOTE
Palla said that its request to move the manufacturing site for its Co-Codamol painkilling tablets and caplets to Norway has been granted by the UK medicines regulator (MHRA). This approval also includes the previously delayed approval of the Patient Information Leaflets and packaging of the products.

With approval, initial batches of the drugs will be distributed for immediate packaging and sale – with production being ramped up to meet potential demand over the coming months.

The approved Co-Codamol products are painkillers used to treat pains like headaches, muscular pain, migraines and toothache. The drug is a 30mg Codeine Phosphate/500mg Paracetamol tablet-caplet combination.

The company expects revenues to start flowing in from Q1 FY21, but is still expecting a negative EBITDA performance for FY20. It will present an update on the sales and full-year results on 26 February.

  Forum: By Share Code

nipper
Posted on: Feb 21 2021, 11:26 AM


Group: Member
Posts: 8,305

Credit Intelligence Ltd (CI1) is a debt-restructuring business operating in Hong Kong and Singapore. Credit Intelligence provides bankruptcy administration services and Individual Voluntary Arrangement (IVA) proposal consultancy, implementation services and credit funding for corporates and individuals. It is looking to expand to Australia with a recent move buying Chapter Two Technology

QUOTE
1. Not Aware
2. Not Applicable
3. No
4. In Compliance
The response to the ASX Query when the share price jumped from 3c to 9c and now back below 6c, last week.


On May 28th, 2018, APAC Coal Limited (AAL) changed its name and ASX code to Credit Intelligence Ltd (CI1). Essentially a $40M company, with a billion shares on issue, it had not gone anywhere for the last three years .... though the last set of Financials paint a rosy picture:
Growing demand for debt restructuring, lending and insolvency management services
FY20 Highlights:
• Growing revenue (FY20 up 125%) and profitability (FY20 up 384%)
• Consistently paying a dividend to shareholders over past two years
• COVID-19 related unemployment, recession will massively increase demand for services
• Expansion into Australian via Chapter Two acquisition, with plans for new products and services
• Hong Kong and Singapore operations profitable and growing strongly


And now, there seems to be a need to shift, to bring AI based Financial Management and BNPL to SMEs , plus leveraging debt management in said field.

Acronym soup, with that magic BNPL hook ... probably enough to get the mad punters on board.
  Forum: By Share Code

nipper
Posted on: Feb 21 2021, 11:05 AM


Group: Member
Posts: 8,305

Aquis Entertainment Limited (AQS) is an entertainment, gaming and leisure company which currently operates a casino business in Canberra.

QUOTE
Aquis Entertainment is on a mission to deliver landmark projects that have the potential to completely redefine the economic landscapes of their host cities through responsible investment and sustainable operation.

a lofty statement. Canberra has benefited only from having wonderful development plans fall over. Something about planning guidelines not adhered to, encroachment on the nearby park (only way to get the business plan up). And now Covid has dealt what was essentially a Chinese money story a big hit. Where are the punters?


But wait, Tursday, 3c to 10c, then trading halt. Friday really saw the punters move in; opened at 15c, hit 80c within an hour (it is always at open that these things happen) and closed at 40c.
The ASX Query? Not a thing to report. Monday will be interesting.
  Forum: By Share Code

nipper
Posted on: Feb 20 2021, 04:57 PM


Group: Member
Posts: 8,305

Both Sarep­ta and Al­ny­lam will try new de­liv­ery sys­tems that have yet to be used in ap­proved drugs. Sarep­ta will be adding an ad­di­tion­al pep­tide to the chem­i­cal con­structs, mak­ing it pos­i­tive­ly charged and, in the­o­ry, bet­ter able to pen­e­trate cells. Al­ny­lam will use an in­halant form of RNAi, Maraganore said, that sci­en­tists had just fin­ished de­vel­op­ing when Covid-19 broke out. That should al­low it to reach lung cells where the virus takes root.
  Forum: By Share Code

nipper
Posted on: Feb 20 2021, 04:06 PM


Group: Member
Posts: 8,305

Validation of the Cryo-VaccTM in anticipated deployment situations will commence shortly, but Renergen has already commenced discussions for the sale of units to logistics companies outside of the South African Development Community.

QUOTE
Precise temperature control combined with a formidable hold time in transit, makes Cryo-VaccTM a compelling asset in the transport of biologics, especially in the developing world. With a useful temperature range of over 150 ºC, Cryo-VaccTM is very versatile when compared to even standard refrigeration technology.

and .... Cryo-VaccTM is ideal for both air and ground transportation, utilising liquid nitrogen to transport by road and helium to transport by air. Aside from helium being only a fraction of the weight of nitrogen, significantly reducing its cost in airfreight, when used in Cryo-VaccTM helium can accommodate up to 12 times more vials per flight compared to other cryogens based on current flight safety regulations.
  Forum: By Share Code

nipper
Posted on: Feb 20 2021, 02:37 PM


Group: Member
Posts: 8,305

Zelira Therapeutics Limited (ZLD), formerly Zelda Therapeutics Limited, is an Australian based biopharmaceutical company that is focused on developing a range of cannabinoid based formulations for the treatment of a variety of medical conditions.

On 11 October, 2016, Gleneagle Gold Limited (GLN) changed its name and ASX code to Zelda Therapeutics Limited (ZLD).
On 05 December, 2019, Zelda Therapeutics Limited changed its name to Zelira Therapeutics Limited.

Just how many cannabinoid companies are there? This one [today] announced that as part of a strategic consolidation of Zelira's operations, leadership will transfer to the United States based team and, Dr Oludare Odumosu, will now assume the role of global Managing Director of Zelira.


Market cap $90M... probably won't be around on ASX too long
  Forum: By Share Code

nipper
Posted on: Feb 20 2021, 02:24 PM


Group: Member
Posts: 8,305

MGC Pharmaceuticals Ltd (MXC) is a medical and cosmetic cannabis Company with global operations to supply the legalized markets with cannabis products. The current activities of company include development of non-psychoactive cannabidiol (CBD) cosmetic products.


.... a bit of a lost cause, until recently. A bit o a flurry in 2017 and early 2018 when it got to 10c, then the slippery slope down to 2 cents by the start of 2021. And now 12c in February. Remarkable.
A very busy 2020 with lots of Announcements and also raising capital
Early Feb: Listed on LSE (the first Aussie cannabinoid company to do so)

  Forum: By Share Code

nipper
Posted on: Feb 20 2021, 11:44 AM


Group: Member
Posts: 8,305

K-TIG Ltd (KTG) is a transformative, industry disrupting welding technology that seeks to change the economics of fabrication. K-TIG’s high speed precision technology welds up to 100 times faster than traditional TIG welding, achieving full penetration in a single pass in materials up to 16mm in thickness and typically operates at twice the speed of plasma welding.
K-TIG works across a wide range of applications and is particularly well suited to corrosion resistant materials such as stainless steel, nickel alloys, titanium alloys and most exotic materials. It easily handles longitudinal and circumferential welds on pipes, spooling, vessels, tanks and other materials in a single pass. Originally developed by the CSIRO, K-TIG owns all rights, title and interest in and to the proprietary and patented technology and has been awarded Australian Industrial Product of the Year and the DTC Defence Industry Award.


With a market cap of $60M, KTG has been ASX listed since Oct 2019. Revenues are low (under $1/2 mill, and has about $6M in cash).
Has made a recent Ann
QUOTE
K-TIG set to enter the global carbon steel market significantly growing its addressable market
K-TIG Limited successfully welds high strength carbon steel

It has identified the carbon steel vessel market $USD 43 billion and the carbon pipe market $USD 60 billion as its natural entry points.
▪ K-TIG successfully develops welding procedures for A516 Grade 70 Carbon Steel - one of the world’s most in-demand high strength, low alloy materials.
▪ K-TIG will now accelerate efforts to develop welding procedures for more types of carbon steel.

  Forum: By Share Code

nipper
Posted on: Feb 20 2021, 11:17 AM


Group: Member
Posts: 8,305

Soon to be launched

QUOTE
BetaShares Cloud Computing ETF (CLDD) will provide exposure to a diversified portfolio of companies operating in the cloud computing sector, one of the strongest growing segments of the global technology sector. Current examples of companies in the index that CLDD will aim to track are Xero, Shopify, DropBox and Zoom.

Given much of the world's digital data and software applications are still maintained outside the cloud, continued strong growth in the cloud computing industry has been forecast.

Diversification

To be eligible for inclusion in CLDD's portfolio, a company must meet minimum revenue thresholds for their cloud-based services. CLDD's index is constructed so that it prioritises companies that generate the majority of their revenues from cloud-based services.

Growth potential

In a single ASX trade, get exposure to a diversified portfolio of leading companies in the global cloud computing industry, a sector under-represented in the Australian sharemarket.
  Forum: Investment Discussion

nipper
Posted on: Feb 20 2021, 10:18 AM


Group: Member
Posts: 8,305

CSL’s outlook didn’t go down well with analysts at Goldman Sachs.

The broker said: “By reaffirming the FY21 earnings target of +3-8% despite delivering a +25% beat at 1H, CSL is now guiding to an earnings decline of (47)-(58)% in 2H21. Whilst management has likely applied more than its usual degree of conservatism amidst so much uncertainty, it is also clear that the company is having to take tougher decisions on customer allocations than we had expected to see at this stage.”

“It has been long-understood that the plasma collection deficit would pressure FY21-22, but to see such a sharp sequential slowdown in IG during a period which was mostly unaffected by these challenges was a negative surprise to us/consensus, particularly ahead of two reporting periods which appear tougher still (1H21 volumes +3%),” it added.

As a result, the broker has downgraded its earnings estimates for FY 2022 and FY 2023 and is now forecasting “three consecutive years of single-digit earnings growth.”

In light of this, it believes its shares are overvalued at the current level.

“At current valuation of 29.3x EV/EBITDA (vs. sector 21.6x), we no longer see sufficient upside to justify a positive stance. We downgrade to Neutral (from Buy),” it explained
  Forum: By Share Code

nipper
Posted on: Feb 20 2021, 09:27 AM


Group: Member
Posts: 8,305

well, this was messy
QUOTE
The Company has undertaken a fulsome review of its governance and compliance practices to ensure that it has the resources and expertise to comply with its obligations moving forward. This review has resulted in the following key changes:

• As announced on 12 February 2021, the Company appointed Erlyn Dale and Winton Willesee as joint company secretaries of the Company to further strengthen the Company’s corporate governance and compliance program. Dale and Willesee are directors of specialist company secretarial firm, Azalea Consulting, and both hold formal positions as company secretary and/or director for several ASX listed companies. archTIS is pleased to be able to leverage the expertise of Dale and Willesee, who together have over 30 years of combined experience in governance roles.


• Further, in line the recent rapid growth experienced by the Company, archTIS has agreed to increase the role of the Chief Financial Officer to a full-time role, with the primary responsibilities of Company Secretary transitioning to Dale and Willesee immediately. This change will provide the CFO with greater capacity to meet the increasing demands of the role and enables the Company to better utilise the CFO’s extensive professional accounting experience to help drive the high level strategic and commercial initiatives of the business.


• Amendments have been made to the Company’s internal processes and to its register of delegations such that the Board has greater visibility over equities, options and cleansing matters.

• With the Company’s governance roles now appropriately filled, Bruce Talbot has resigned as company secretary of archTIS.
  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 07:26 PM


Group: Member
Posts: 8,305

QUOTE
Techniche TCN .... we understand directors believed the share price did not reflect underlying values plus low liquidity levels in trading of the shares limited the ability of the company to raise funds and delisting will allow a reset of valuations and open up funding alternatives - in 2020 the company bought back some unmarketable parcels at 3.378 cents a share and later on-market bought back 1m shares at 3.9 cents

01/02/2021
  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 02:49 PM


Group: Member
Posts: 8,305

and, some more:
MXO is run by Adam Cadwallader (ex Ooh! Media) and Michael Johnstone, two highly experienced media execs. The company operates in the place-based media sector, specifically in the health (MotioHealth), leisure (MotioPlay) and convenience/on-the-go (MotioGo) verticals.

Their integrated offering is unique in this market as they own the media assets, sell advertising space and create their own content (Enormity). They also have a burgeoning AdTech and SportTech business which will start to come into its own over the next 12-18 months.

In MotioHealth, from the perspective of a large medical centre network owner, their digital display network is both a revenue generator and (arguably more importantly) a means of communication with their patients.

MotioPlay is a bit different because almost all of the growth will be organic. It’s an open playing field with no incumbents and a market MXO can build from the ground up.

MotioGo is currently focused on petrol/ convenience stores and has the exclusive media sales rights to the Caltex instore digital screen network, consisting of over 1,000 digital displays across more than 500 locations.
....I am not buying the story.. Sitting in a GP waiting room, the most annoying advertorials are a turn off (PLEASE)
  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 12:17 PM


Group: Member
Posts: 8,305

Motio Ltd (MXO), formerly XTD Ltd, is an Australian-based digital marketing and media company in the Australian Out-of-Home Advertising (OOH Advertising) sector. MXO is a business offering world-first cross-track digital media systems that bring new revenue streams to major rail operators and outdoor media companies. The systems can be installed in virtually any metro-rail network in the world.

(arriving at the station via the usual circuitous route:)
QUOTE
On 12 November, 2020, XTD Limited (XTD) changed its name and ASX code to Motio Ltd (MXO).
On 05 December, 2014, White Eagle Resources Limited (WEG) changed its name and ASX code to XTD Limited (XTD).
On 05 February, 2013, Red October Resources Limited (ROS) changed its name to White Eagle Resources Ltd (WEG).
  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 12:09 PM


Group: Member
Posts: 8,305

MOTORCYCLE HOLDINGS LIMITED (MTO) ... still trading

QUOTE
Motorcycle Holdings Limited (MTO) is Australian motorcycle dealership and accessories group with 48 franchises operated from 31 dealership and 8 retail accessory locations in Queensland, New South Wales, Victoria and The Australian Capital Territory. The Group is engaged in the sale of new and used motorcycles, accessories, parts, finance, insurance as well as service, repair and the ownership and operation of engaging in the wholesaling and retailing of motorcycle accessories business.

  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 12:06 PM


Group: Member
Posts: 8,305

QUOTE
we understand that the merger of Northern Star and Saracen Mineral Holdings Limited was implemented with all Saracen shares transferred to Northern Star, and eligible Saracen shareholders issued the scheme consideration of 0.3763 Northern Star shares for each Saracen share held on the scheme record date - Saracen shareholders were also paid the special dividend of A$0.038 per Saracen share on Thursday, 11 February 2021


15/02/2021 .... and SAR delisted
  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 12:01 PM


Group: Member
Posts: 8,305

QUOTE
Cochlear is making a return to paying dividends after the impact of COVID, the pandemic and social distancing rules damaged its 2020 finances. The company raised more than $1 billion early on in the pandemic to help support itself through the huge dislocation as elective surgery shutdowns hit sales of implants hard. That saw a loss for 2019-20 and no final dividend was paid after an interim had been distributed.

On Friday Cochlear revealed a net profit of $236.2 million for the December half, though underlying profits declined 4% in constant currency terms to $125.3 million for the half.

That was almost as much as the $238 million loss for the 2019-20 financial year reported last August. Sales fell 1% in constant currency terms to $742.8 million.

An interim dividend of $1.15 had been declared, down from $1.60 a share interim for the six months to December 2019.

And Cochlear became one of only a handful of companies to provide guidance for the year when it said was expecting earnings to be up by around 59% by June in a range of $225 to $245 million. That will still be less than the $276 million reported for 2018-19.

That of course depends on the COVID recovery across Cochlear’s many markets but directors believe conditions are improving.

https://www.sharecafe.com.au/2021/02/19/tur...in-at-cochlear/


  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 11:19 AM


Group: Member
Posts: 8,305

Significant events announced during the half year included.
QUOTE
• Appointment of Dr Andy Goodwin as non-executive director.
• Appointment of Michael Bell as Chief Executive Officer in December 2020.
• Significant progress shown in incorporation of PureGRAPH® in High Density Polyethylene (HDPE).
• Concrete tests in cement based mortars improve compressive strength 34.3% and flexural strength 26.9%.
• PureGRAPH® significantly improves rubber polymers used in the mining sector.
• Continued validation of PureGRAPH® Product Quality through NPL collaboration.
• Continued to advance the commercialisation of its PureGRAPH® product range.
• Accelerated its involvement in the development of several products and materials which could significantly improve energy storage devices and alternative energy sources.

no money coming in.... are we there yet?
.
  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 11:05 AM


Group: Member
Posts: 8,305

Microequities Asset Management Group Limited (MAM) is a boutique value driven Fund manager specialised in exchange listed industrial microcaps and small caps. MAM expanded into funds management in early 2009 by launching its flagship fund - the Deep Value Fund. Today Microequities manages five investment funds and has over $400m of funds under management. It has been listed on ASX since 2018.

Microequities Asset Management manages funds exclusively for high net worth, wholesale, and sophisticated investors wishing to invest in Microcaps, an asset class that offers high growth but requires a specialist fund manager.


from November AGM; Some of the financial highlights of the FY20 year were:
● YoY profit rose 32% to $3.344m;
● YoY earnings per share rose from 1.94c to 2.52c
● YoY FUM was constant (i.e. with a 0.4% increase)
● YoY operating expenses (ex employee share based payments) decreased 19.9%
● YoY NTA increased 11.83% to $9.6m;
● The company paid two 1 cent fully franked dividends consistent with its dividend policy of paying out between 70% and 100% of our operating profit from investment management
.

and from the recent Half Yearly:
Pleasingly inflow/outflow patterns have continued to improve markedly in the HY21 period and enquiry levels continue to strengthen. Funds Under management have increased by +11% on pcp and recurring revenue increased by 8%
Announced a 2c ff dividend

There appears to be regular buyback of shares .... usually indicating the trading range is below NTA by a significant amount.
  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 09:14 AM


Group: Member
Posts: 8,305

Half Yearly out

· Group revenue (and other income) of $14.0M up 45%
· EBITDA of $4.17M up 78%
· NPBT was $2.68M up 250%
· NPAT of $2.0M up 398%


We are also pleased to note basic earnings per share of 7.85 cents (diluted: 7.73 cps), up 341% from 1.78 cps (Diluted 1.76 cps) in the prior comparative period.


The first half of FY21 has been very strong, and we expect the second half to be slightly reduced in comparison
QUOTE
We now hold strong positions in the physical and contract trading software for electricity and gas and have an increasing presence in Europe. We also remain committed to building on our existing product range, reputation and customer base to make EOL a one-stop shop for energy trading software and services in our target markets here and abroad.

With this in mind, the Board expects that the full-year FY21 will produce a result in the order of Revenue $27.5M and EBITDA (excluding any one-offs) of $8.0M. NPAT is expected to be in the order of $3.7M.

  Forum: By Share Code

nipper
Posted on: Feb 19 2021, 09:00 AM


Group: Member
Posts: 8,305

Pathology tester Sonic Healthcare has confirmed a bumper half year, with net profit up 166% to $678 million off the back of smaller but still strong 33% rise in revenue to $4.4 billion for the half.

Sonic has rebounded strongly from the initial bumpiness from COVID19 shutdowns that saw it forced to halt medical testing in a range of jurisdictions for varying periods of time.

That problem eased as the lockdowns came off and the company was able to offset the early fall by processing more COVID-19 tests as virus surges in the US in the closing months of 2020 which saw its laboratory business strong.

Sonic says it has processed more than 18 million COVID 19 tests in 60 countries.

Excluding COVID19 testing, Sonic’s base business revenue eased 1% for the six months to December.

The company boosted interim dividend to a high 36 cents a share.

CEO Colin Goldschmidt said in a statement to the ASX this was still a strong result, because it was a very significant improvement versus the dramatic falls in base business we experienced from mid-March through May 2020.

QUOTE
Our Laboratory division achieved organic revenue growth of 39% in the half year, with very strong growth in the USA, Germany, Belgium and the UK. Without the benefit of COVID19 testing, our Imaging division grew revenue by 14%, much higher than long term industry averages, an amazing outcome which included taking market share.

On the back of this strong revenue growth, the operating leverage inherent in Sonic’s business was very apparent, with the level of profit growth far exceeding that of revenue. Our existing infrastructure of specimen collection facilities, courier networks, laboratories and other facilities, equipment, IT, management, staff and supply chains were all crucial to handle the increased patient volumes we have been, and continue to be, experiencing.

Our global base business revenue (excluding COVID testing) declined by 1% versus the comparative period, which was a very significant improvement versus the dramatic falls in base business we experienced from mid-March through May 2020. It appears our base business is becoming increasingly less affected by social restrictions and fear of infection, through better community understanding of the dangers in delaying or avoiding essential healthcare services. Sonic is also benefiting from our geographical and healthcare sector diversification.


  Forum: By Share Code

Poll: The Banks
nipper
Posted on: Feb 19 2021, 08:40 AM


Group: Member
Posts: 8,305

too true eb . I see quite a few punters asking if it is time to go in to the banks ...probably not, because they have done the run. I think Glen Dyer covered it quite well in his article.

QUOTE
.... investor switch to focus to more traditional value stocks

... solid earnings update

.... emerged from the COVID-driven pandemic selloff in solid shape with little of the feared bad debt concerns.

.... material drop in deferred loans

... small business deferments have also fallen sharply
  Forum: Investment Discussion

nipper
Posted on: Feb 19 2021, 02:21 AM


Group: Member
Posts: 8,305

Imagion Biosystems is developing a new non-radioactive and safe diagnostic imaging technology. Combining biotechnology and nanotechnology the Company aims to detect cancer and other diseases earlier and with higher specificity than is currently possible. It has two technologies


1. MagSense™ Technology
Unlike current imaging technologies MagSense technology uses bio-safe nanoparticles that are cancer specific. Once attached to tumor cells, the particles act as a magnetic beacon.

2. PrecisionMRX® Nanoparticles
Composed of superparamagnetic iron oxide magnetite (Fe3O4) with tight control of size, shape, and dispersity. Ideal for a wide variety of biomedical applications.
  Forum: By Share Code

nipper
Posted on: Feb 18 2021, 06:46 PM


Group: Member
Posts: 8,305

The Chinese leadership doesn't like us.
The EU bureaucrats don't like us; how dare we receive the vaccine we have paid for.
The Google crowd don't like us, for similar reasons to FakeBook

Must be doing something right smile.gif
  Forum: Off Topic Chat

nipper
Posted on: Feb 18 2021, 06:40 PM


Group: Member
Posts: 8,305

Kitco

https://www.kitco.com/commentaries/2021-02-...age-market.html
QUOTE
Not only do they need to have a plan for recovering from covid-19, the supply chains that have been interrupted or broken by the virus have to be repaired. On top of the covid crisis there is a climate crisis, and for lack of a better term, a “technology” crisis.

. .
In a recent report, commodities consultant Wood Mackenzie said an investment of over $1 trillion will be required in key energy transition metals over the next 15 years just to meet the growing needs of decarbonization.

On top of surging demand for metals needed to feed so-called “green infrastructure” programs designed to lift sagging economies out of the pandemic, we have current and emerging structural deficits for a number of metals, that will keep prices buoyant for the foreseeable future.....

  Forum: Macro Factors

nipper
Posted on: Feb 18 2021, 03:09 PM


Group: Member
Posts: 8,305

Aussie Broadband Limited (ABB) is an Australian owned and operated telecommunications company that was formed in 2008 following the strategic merger of Wideband Networks Pty Ltd based in the Latrobe Valley, Victoria and Westvic Broadband Pty Ltd based in Warrnambool, Victoria.


Aussie Broadband provides nbn™ (NBN) subscription plans and bundles to residential homes, small businesses, not-for-profits, corporate/enterprise and managed service providers. The Company services all states and territories in Australia.

As a licensed carrier, the Company provides these services through:
  • ... a wholesale agreement with NBN Co;
  • ... a mix of leased Backhaul infrastructure from third parties; and
  • ... its own network equipment.

ABB listed on the ASX during October 2020, .... raising $40 million for its initial public offering at $1.00 a share. It has raised $30 million in an underwritten deal with Shaw and Partners and up to another $10 million via a customer offer, to see it list with a $180.5 million to $190.5 million market capitalisation.

Valuation put Aussie Broadband at 12.3-times forecast earnings, on an enterprise value to 2021 forecast proforma EBITDA basis, or 9.9 times operating cash flow, on a market capitalisation to proforma operating cash flow basis.

QUOTE
It claims it will be the country's fifth largest NBN services provider with more than 250,000 customers as at 30 June. The company reckons it will have almost doubled revenue each year for four years by the time the end of the 2021 financial year rolls around. NBN connections were 176.481 at June 30, up from 41,184 two years earlier.

Aussie Broadband reckons it should be able to keep growing quickly. Its NBN market share was 1.4 per cent in 2018, 2.2 per cent last year and 3.5 per cent at the end of June.

The company also has plans to launch a full mobile offering in the coming 12 months.

opened well above $1.00 and now $2.85
  Forum: By Share Code

nipper
Posted on: Feb 18 2021, 03:04 PM


Group: Member
Posts: 8,305

25 Sept 2009 ......under the scheme of arrangement Viterra Australia (a wholly owned subsidiary of Viterra Inc.) acquired all of the issued ordinary shares in ABB Grain,; shareholders could choose one of three Scheme Consideration alternatives
  Forum: By Share Code

nipper
Posted on: Feb 18 2021, 12:41 PM


Group: Member
Posts: 8,305

well, all of that didn't go too well... GEV now 12c

Global developer of integrated compressed shipping projects
Advancing regional green marine transport solutions for natural gas and hydrogen


Raised $6.3M recently and formulating plans. CNG especially in Brazil offshore, and looking at shipping Hydrogen

    QUOTE
  • CNG Optimum Ready for Commercialisation ... Patented design for 200 MMscf of natural gas ... Full Design Approval for Construction ... CNG full cycle low CO2e emissions
  • Compressed H2 Ship In development – World First 2,000 tonne hydrogen capacity​
  Forum: By Share Code

nipper
Posted on: Feb 18 2021, 12:08 PM


Group: Member
Posts: 8,305

Mirrabooka received SPP applications from 2,015 eligible shareholders (representing a participation rate of 28%) totalling $38.88m. There was no scale back of applications under the Plan.


The Company further advises that the price set in order to calculate the number of shares to be issued to participants in the 2021 Share Purchase Plan is $3.10 per share and the new SPP shares (ASX:MIRNA) will be issued on Tuesday 23 February 2021 and tradeable on the ASX on Wednesday 24 February 2021.


Shareholders are reminded that the new SPP shares issued will be eligible for fifty per cent of the final dividend that may be declared in respect of the financial year ending 30 June 2021. These shares will trade under the normal ASX code: MIR after existing ordinary shares go ex the entitlement to the final dividend in July 2021.
  Forum: By Share Code

nipper
Posted on: Feb 18 2021, 09:09 AM


Group: Member
Posts: 8,305

yep .... looks like a good result


Interim dividend of US$1.04 per share, up 9% smile.gif
... Converted to Australian currency, the interim dividend is approximately A$1.34 per share down 9%. sad.gif
  Forum: By Share Code

nipper
Posted on: Feb 18 2021, 08:34 AM


Group: Member
Posts: 8,305


20 Jan 2021; Pensana Rare Earths Plc (LSE: PRE, ASX : PM8) announces that it has applied to the Australian Securities Exchange to remove PM8 from the official list of ASX pursuant to ASX Listing Rule 17.11 (Delisting).

PM8 will maintain its primary listing under the stock code PRE on the main board of the London Stock Exchange (LSE). PM8 expects that the Delisting will occur at the close of trade on 24 February 2021.

PM8’s CHESS Depositary Interests (CDIs) will be suspended and cease to trade on ASX at the close of trade on 19 February 2021


(On February 18th, 2021, Pensana Rare Earths PLC changed its name to Pensana PLC.)
.
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 08:48 PM


Group: Member
Posts: 8,305

settled around 25c a week or so into listing....

maybe the winners are the early investors that now have a path to monetising
QUOTE
Bombora Investment Group managed the SPAC vehicle that allowed RPro Holdings Limited to do a script based acquisition of Bike Exchange. Bombora are expected to retain a stake on IPO.
or maybe not.
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 05:42 PM


Group: Member
Posts: 8,305

Bond markets are flashing red, triggering a sharp rise in yields, on growing fears that inflation could come roaring back and catch central banks by surprise, escalating to rapid rises in interest rates that the world is ill-prepared for.

Yields jumped on Wednesday, with the Australian government 10-year bond yield climbing almost 11 basis points , or 8 per cent, to almost 1.43 per cent. The spike followed a rally in the US Treasury market where yields hit 1.31 per cent. New Zealand 10-year yields are at 1.5 per cent, German bunds are at -0.35 percent.

....whilst the absolute numbers , in the 1's , 0's and even negatives, are exceedingly (unnaturally) low, it is the relative change, and speed or rate of any change, that causes the damage. These are 10 years , the benchmark!!!
  Forum: Investment Discussion

nipper
Posted on: Feb 17 2021, 04:54 PM


Group: Member
Posts: 8,305

Wesfarmers Limited (ASX: WES) today announced the joint approval, together with Sociedad Quimica y Minera de Chile S.A. (SQM), of the final investment decision for the Mt Holland lithium project, and committed initial funding. Full funding will be committed upon receiving environmental approvals for the Kwinana refinery, which are anticipated in early FY2022.
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 04:48 PM


Group: Member
Posts: 8,305

Proteomics seeks FDA approval for PromarkerD
QUOTE

... Presubmission package for diabetic kidney disease (DKD) test lodged with the US Food and Drug Administration
... Proteomics International expected to meet with the FDA to progress clearance within 10 weeks
... FDA pre-submission follows CE Mark regulatory approval for PromarkerD in Europe
... Globally there are 463 million adults living with diabetes, including 31 million in the US
... The Covid19 pandemic has increased public awareness of the importance of diagnostic testing but caused a backlog in diagnostic services for other serious illnesses such as DKD , an issue that healthcare systems and diagnostic companies are now looking to address

20c in March 2020; now $1.10
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 04:28 PM


Group: Member
Posts: 8,305

Rio Tinto has declared a final dividend of $US3.09 and special dividend of US$0.93 on top. Paying out US$9B in total


Iron awe
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 03:51 PM


Group: Member
Posts: 8,305

ditto Next Small Cap Report
https://www.nextsmallcap.com/company/svd/
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 03:51 PM


Group: Member
Posts: 8,305

a report from Wise Owl
https://wise-owl.com/reports/province-resou...rogen-industry/
QUOTE
guff guff
Credulity Rating: HIGH
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 02:57 PM


Group: Member
Posts: 8,305

Something to CRO about; has gone from $0.065 to $0.115 in a week. ASX Query
QUOTE
1. No.

2. Not applicable

3. The Company notes recent market, social media and investor focus on ASX Listed companies that have technologies associated with payment and merchant services. Other companies in the sector such as Openpay Group, Ioupay Ltd and Zip Co Ltd appear to have also experienced recent material share price increases.

4. Company confirms that it is in compliance
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 02:45 PM


Group: Member
Posts: 8,305

Novatti Group Limited (NOV) is a global software technology, utility billing, and payment services, provider. Both through technology and services, Novatti helps economies, corporations, and consumers digitize cash transactions.
QUOTE
Novatti is a provider of technology solutions in mobile phone pre-paid billings, point of sale based recharge (prepaid top-up) and voucher distribution systems.
The Novatti Platform is a high capacity transaction processing, switching, and stored value account management system that can be integrated with a broad range of external systems including banks, ATMs, point of sale terminals, mobile phones, web portals, point of sale systems, prepaid and post-paid billing systems, and telecommunications infrastructure.

Had a ASX query recently, when NOV went from 25c to 35c.

Novatti notes that the Payments and Fintech sectors globally have seen significant growth and re-rating by markets, in particular as a result of COVID-19 and the rapid digital transformation of payments and financial services. Novatti’s business has continued to grow strongly, as announced in the recent Quarterly Update which highlighted major business and financial progress, including:
New record quarterly sales revenue of $3.79m, up 52% year on year, highlighting consistent, long term growth
• New record half yearly sales revenue of $7.35m, 49% higher year on year, as first half total revenue hits $8.2m
• Core payment processing business achieving seventh consecutive quarter of record revenue
• Past investment in platforms delivering strong and consistent growth as new partnerships, including UnionPay, Google Pay, Samsung Pay, providing leverage for the business to scale
• Capital applied to accelerate growth as current strategy remains fully funded with $9m in cash as at 31 December 2020.


  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 12:55 PM


Group: Member
Posts: 8,305

Province Resources Limited (PRL)
as in the December Quarterly
• Pascalle Gold Project (100%) .. WA; 20km from Telfer. Bedrock below 20 to 50m of cover.
• Paterson South Project (100%) ... WA; early aeromag work

• Gnama Nickel Project (100%) .... sthn end of Fraser Range.

• Retirement of Brandon Monro and David Minchin from the Board of Directors and the appointment of Patrick Burke as Non-Executive Director
• All Directors reduced salary to $36,000pa
• Placement and Entitlement Offer to raise $2.1million
• Multiple potential new projects reviewed
• Cash balance at 30 December 2020 of $3.4m ($4m at the date of this report);


subsequent to Dec
Today,: conditional agreement to acquire all of the shares in Ozexco Pty Ltd which holds seven exploration licence applications in the Gascoyne Region of Western Australia that are considered to be prospective for salt, potash and mineral sands, together with potentially being suitable for developing a renewable green hydrogen project.
And a $1.3M Capital Raise at 1.5c.

up 250%; now 10c.
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 12:36 PM


Group: Member
Posts: 8,305

and the new PRL is Province Resources Limited (PRL)


Some history ..... companies that have run with this listing/structure / recapitalisation
QUOTE
ASSEMBLEBAY LIMITED 19/02/2016 (now to ScandiVanadium Limited)
SIROCCO ENERGY LTD 20/12/2012 to 19/02/2016
AGRI ENERGY LIMITED 25/01/2007 to 20/12/2012
AUSTRALIAN ETHANOL LIMITED 07/12/2004 to 25/01/2007
INDCOR LIMITED 23/05/2001 to 07/12/2004
CREST MAGNESIUM NL 28/08/1998 to 23/05/2001
CREST RESOURCES AUSTRALIA NL 28/08/1998
and on November 11th, 2020, ScandiVanadium Limited (SVD) changed its name and ASX code to Province Resources Limited (PRL).


Ah the checquered pathway of minnow speccie land
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 12:31 PM


Group: Member
Posts: 8,305

PETREL ENERGY LIMITED code was PRL from 31/01/2012 to 29/03/2019
QUOTE
name changed to Warrego Energy Limited (WGO)

  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 12:16 PM


Group: Member
Posts: 8,305

Netwealth had a 35 per cent lift in profit as it claws new business from the big four banks and incumbent wealth managers, increasing its dividend by 15 per cent from the June half. The wealth management technology provider made net profit of $27.6 million for the first half of the financial year ....

and down 6% (did not make consensus expectations !!??)
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 12:09 PM


Group: Member
Posts: 8,305

Want 5G… you need silver.

Want an electric vehicle… you need lithium, nickel and cobalt.

Want a wind farm… you need aluminium and rare earth.

Want to recharge anything… you need copper.

Want steel… you need iron ore and metallurgical coal up until there is enough scrap available.


How to Play Renewables through Commodities
https://www.sharecafe.com.au/2021/02/16/how...gh-commodities/


  Forum: Macro Factors

nipper
Posted on: Feb 17 2021, 11:19 AM


Group: Member
Posts: 8,305

going to be expensive. 5c + $25.00 brokerage + 10% GST = $27.55 for one share!!
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 11:18 AM


Group: Member
Posts: 8,305

In the Half Yearly, Coles said that while supermarkets comparable sales growth “has continued to moderate and in the first six weeks of the third quarter was 3.3%… there continues to be significant variation in sales performance between states, store locations and from week-to-week as a result of customer shopping trends as well as any short-term outbreaks that have occurred around the country.” On top of this Coles expects to be spending around $10 million a month on extra pay for staff and cleaning and hygiene.

Coles also said that while liquor sales remain strong (up 12.5% in the early weeks of the current quarter, it will “also be cycling the elevated sales due to COVID-19 which will present challenges given the fixed cost nature of the Liquor business. Investments in service and capability as part of Liquor’s refreshed strategy will continue in the second half.”

Coles lifted interim dividend to 33 cents a share for the six months to the end of December, up 10% on a year go.

That was after total revenue rose 8.1 per cent to $20.4 billion, for the half and comparable sales at Coles’ key supermarkets division jumped 7.2% (double the 3.3% rate in the first six weeks of 2021). Net profit after tax rose 14.5% to $560 million.

  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 10:01 AM


Group: Member
Posts: 8,305

Visioneering Technologies Inc (VTI) is a medical device company.


Its head office is based in the US state of Georgia and it listed on the ASX in 2017. The Company has a portfolio of technologies to address eye care issues such as presbyopia, myopia and astigmatism, the company uses creative and differentiated design approaches to develop products that will ultimately enhance practitioner and patient experiences. The company has grown operations across the United States, Australia and Europe and is expanding into Asia with a focus on markets with high rates of myopia.



QUOTE
The company has developed, patented, and commenced selling a contact lens called NaturalVue Multi Focal (NaturalVue MF)
• NaturalVue MF is a soft contact lens that has been clinically shown to slow or halt the progression of myopia (short-sightedness) in children, and to correct presbyopia (age-related loss of near vision) in over-45 adults
• The Company also markets other lenses for the simple correction of near- and far-sightedness


• FY20 net revenue US$5.1m (unaudited, fiscal=calendar year)
• FY20 net cash used US$6.4m, 49% reduction YoY
• US$5.4m cash receipts from customers
• US$5.6m shipments to US ECPs
• Active accounts grew to 2,074
• Accomplished with ~50% headcount reduction
• Gross margin of 43.6%, increased from 34.4% in 2019
• Forecast US$7.0m revenue in FY21
• Strong start to 2021, vis-a-vis peak virus in US and EU
• At midpoint in 1QFY21, VTI has recorded US$847 in Shipments to US ECPs and US$800K in net revenue

Raising some money for next phase ...:
Clinical Data ................... $3.5M
New Product Launches ..... $2.0M
Sales and Marketing ........ $0.7M
Working Capital ............... $9.6M
Costs of issue .................. $1.2M

Placement
Conditional Placement to institutions, sophisticated and professional investors to raise up to A$22m million via the issue of CDIs (Australia) and shares (US): • Issue Price A$0.017 per share • Subject to shareholder approval at a meeting of shareholders expected on or around 17 March 2021
Share Purchase Plan
Share Purchase Plan (SPP) to eligible CDI holders to raise up to A$1.0m • Eligible CDI have the ability to apply for up to A$30,000 • Issue Price A$0.017 per share
Free attaching option
  Forum: By Share Code

nipper
Posted on: Feb 17 2021, 09:53 AM


Group: Member
Posts: 8,305


Virotec International .... this incarnation delisted a long time ago
QUOTE
delisted at the company's request following shareholder approval for the company's sole listing to be on the Alternative Investment Market of the London Stock Exchange
30/12/2005

  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 08:04 PM


Group: Member
Posts: 8,305

Fortescue Metals Group Ltd said on Tuesday Chief Operating Officer Greg Lilleyman and two other executives have resigned as part of a review of its Iron Bridge Magnetite project in Western Australia. The $2.6 billion high grade ore project, which is key to Fortescue's growth strategy, was on track to start exports in the first half of 2022, it said last month, after the Australian newspaper reported the project faced a cost blowout of as much as 25%.

Higher ore grades would mean Fortescue could blend the material with that of its lower grade products to get better prices and potentially win market share from peers BHP Group, Rio Tinto Ltd and Vale SA.. The project is expected to deliver 22 million tonnes when fully ramped up.

The world's fourth biggest iron ore miner said Lilleyman along with Don Hyma, director of projects, and Manie McDonald, director of Iron Bridge, have left the business.
QUOTE
At Fortescue, our commitment to our values and culture is our highest priority. What we've learned through our review of the Iron Bridge project to date, is that we have lost sight of that critical focus," Chief Executive Officer Elizabeth Gaines said. Core to our values is ... doing what we say we are going to do, she told media after the announcement, adding there had been some evidence of a breakdown in communication. "This is about the culture of the team.

Magnetite iron ore projects are notoriously difficult to develop, with China's CITIC Pacific Sino Iron project in Western Australia arriving years late and billions of dollars over budget.

"The history of these kind of projects in Australia is pretty poor," said Shaw and Partners mining analyst Peter O'Connor. The project will still likely go ahead," he said, adding that Lilleyman was a very experienced operator.
  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 07:02 PM


Group: Member
Posts: 8,305

QUOTE
rhipe delivered a resilient performance despite the impact of COVID-19 on many of the small and midsize businesses that rhipe serves across Asia Pacific. The result was achieved due to continued strong growth in Microsoft Cloud Solutions Provider or ‘public cloud’ program for Office365 and Microsoft Azure. Our ongoing investments in Microsoft public cloud capabilities over the last five years has driven the growth in the Group with Microsoft CSP now accounting for over 75% of the growth in software licensing sales in 1H FY21 and 40% of total licensing sales for the Group. We continue to invest in our CSP capabilities most notably with our recent entry into the Japan market where cloud penetration lags other developed nations.


rhipe also continues to invest in our Solutions business which provides support and consultancy services to our vendors and partners. This investment is focused on expanding our technical support as a service offering, consultancy services centred on Microsoft Dynamics and investment in our encryption software product SmartEncrypt, which was officially launched at the beginning of February 2021. rhipe will continue to invest in these operations with the objective of increasing the revenue and profitability of our Solutions business.


During 1H FY21 rhipe acquired 100% of Parallo, a New Zealand-based Azure managed services business. Parallo focuses on managing the cloud environment for independent software vendors and software-as-aservice providers allowing them to focus on core product development and customer needs. The acquisition of Parallo will allow us to support the expansion of our partners’ Microsoft Azure capabilities to their end customers.
  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 06:50 PM


Group: Member
Posts: 8,305

been looking around.
QUOTE
CCZ intends to list on the LSE as an aid to develop its three pillars to transform into a mid tier copper group.
(i) Mt Oxide project Mt Isa. (drilling targets identified)
(ii) Four assets across Zambia's copper belt.
(iii) Cangai copper mine NSW, historic high grades of copper
and ... https://www.youtube.com/watch?v=GtoClsEvrzU...ature=emb_title


Recently, assays confirmed major copper discovery at high-grade Big One Deposit (Mt Oxide) .... two 40-44m wide potentially economic intercepts from surface, with up to 16.65% Cu, significantly extending known mineralisation
  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 05:16 PM


Group: Member
Posts: 8,305

Renergen is proud to announce the completion and successful operation of the Company’s first Cryo-VaccTM prototype, which is being presented to South African based media at its headquarters in Johannesburg, today at 10am SAST.


QUOTE
Cryo-VaccTM was designed and patented by Renergen for efficient transport and storage of ultracold biologics for periods of up to 25 days or longer in transit, where access to an external power source is not possible. The Cryo-VaccTM has a temperature range of -150 ºC to +8ºC, making it highly versatile for a range of vaccines.
  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 04:52 PM


Group: Member
Posts: 8,305

22c a week ago; closed at 70c on Monday


Drum roll, please
QUOTE
The purpose of the trading halt is to allow the Company time to consider capital raising initiatives and opportunities.
  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 04:15 PM


Group: Member
Posts: 8,305

Above $13.

Codan has entered into an agreement to acquire Domo Tactical Communications (DTC) from a private equity company. DTC is an established technology provider for high bandwidth wireless communications with specialist capabilities in MIMO Mesh networks. The company will pay US$88 million (A$114 million) upfront.
  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 03:49 PM


Group: Member
Posts: 8,305

The land Adavale sits on in Tanzania at Kabanga Jirani is far from unknown. Part of the BHP portfolio from the 1970s through to 2008, there’s been an extensive amount of work carried out by the major miner and the United Nations Development Program over the years – a substantial collection of data ADD is now able to leverage to guide its work in the region.

QUOTE
The BHP and UNDP data we have got includes extensive soil and stream sediment geochemical data, aeromagnetic and airborne electromagnetic data, and were run at a significant cost in at least a 160km line of strike, Adavale CEO Allan Ritchie said. “That gives us fantastic geological data which we can interpret. We’ve laid out some of those maps and the anomalies we see are very much like what overlies the Kabanga nickel deposit at our doorstep.



  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 03:34 PM


Group: Member
Posts: 8,305

QUOTE
with a sell off before 4pm likely
did not eventuate. Up a total of 193% for 27c at close, high for the day, week, month, year, half decade.
  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 03:04 PM


Group: Member
Posts: 8,305

Quarterly update: National Australia Bank said its earnings for the first quarter of the financial year were little changed. Unaudited first quarter cash earnings came in at $1.65 billion, up 1 per cent from the same time a year ago.

Net profit for the quarter was $1.7 billion. However, the profit margin between interest paid by the bank and the income from interest slipped over the quarter due to record low interest rates.
NAB said the bulk of customers who deferred their loans because of the coronavirus pandemic have resumed making repayments, with the value of deferred loans at $2 billion down from a peak of $38 billion.

The value of business loans being deferred fell from $19 to $1 billion. The bank said that most customers exiting deferrals (around 90 per cent of the value of the loans) have resumed making repayments, "but a small cohort are requiring further assistance".
  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 03:02 PM


Group: Member
Posts: 8,305

Ansell shares jumped to the highest since November 2020 after half-year profit surged thanks to demand for personal protective equipment (PPE), such as rubber gloves, because of the coronavirus pandemic.

The company said sales for the last half of 2020 surged by nearly a quarter helped by the increased demand.

After tax profit for the half rose by almost two-thirds to $106.5 million.

Ansell expects strong demand for PPE to continue for the next year and it also sees elevated demand for many other products as well.




Got above $40 during the day.


  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 02:56 PM


Group: Member
Posts: 8,305

BHP net profit fell by one fifth from $US4.9 billion a year ago to nearly $US3.9 billion ($5.01 billion) for the six months to end of December after one-off write-downs of $US2.2 billion, mainly from its coal mines in New South Wales, its part-owned Cerrejon open cut coal mine in Columbia and tax losses.

However, record production of iron ore in Western Australia and copper extraction from its Escondida mine in Chile, combined with higher prices for both commodities, saw net profit before write-downs rise 16 per cent to $US6.04 billion ($7.76 billion) for the six months to the end of December from $5.19 billion for the same time in 2019. That was lower than the $US6.33 billion expected by analysts.

Investors will get a record interim dividend of $US1.01 a share, up from $US0.65 for the same period last year.

  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 02:42 PM


Group: Member
Posts: 8,305

make that 150%... holding 23c... with a sell off before 4pm likely
  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 09:17 AM


Group: Member
Posts: 8,305

hey McT
thanks for setting up the thread .... if you put the 3 letter code in top box and company name in lower box, then it will show up in the search easily.
need to have a look at this one
QUOTE
Castillo Copper Limited (ASX: CCZ, formerly Oakland Resources Limited) is a base metal explorer primarily focused on copper then zinc & nickel - that has the bulk of its core operating assets in eastern Australia. Currently, CCZ holds 4 projects in Australia and six exploration concessions in Chile.

  Forum: By Share Code

nipper
Posted on: Feb 16 2021, 09:09 AM


Group: Member
Posts: 8,305

and another 50 % lift this morning, .... got to 18c
  Forum: By Share Code

nipper
Posted on: Feb 15 2021, 09:06 PM


Group: Member
Posts: 8,305



QUOTE
The number of first-time investors using Commonwealth Bank’s veteran trading platform has jumped 125 per cent since the beginning of the coronavirus pandemic as young Australians have bought in to the so called Robinhood phenomenon rocking global markets. New data from CommSec shows the number of customers with no trading experience using the platform more than doubled from 8 per cent before February last year to 18 per cent at December.

More than four in five (83 per cent) of these new customers are under the age of 44. That represented a 17 per cent jump in usage of the 24-year-old platform by Millennial, Generation X and Generation Z consumers. First-time traders were found to account for about 10 per cent of all trades on the CommSec platform over the period, up from just 4 per cent before the pandemic.

CBA announced last week that more than 230,000 new accounts were opened to trade stocks on CommSec or through its Pocket app over the half year.

reputation count .... squeezing the upstarts. ... because the link with the CDI Account will keep the eyeballs and fingers on CBA


  Forum: By Share Code

nipper
Posted on: Feb 15 2021, 03:31 PM


Group: Member
Posts: 8,305

Fargo Enterprises Limited (FGO), formerly Flamingo AI Limited, is based in NYC and Sydney.


In the Conversational Commerce field, Flamingo is an Enterprise SaaS company which provides a Cognitive Virtual Assistant (AI) platform designed for selling financial products online.FGO's Cognitive Virtual Assistant or Chatbot is called ROSIE.

but that appears to have been sold. As announced before, there is an agreement with BDNM Investments Pty Ltd for the sale of the Company’s subsidiaries Flamingo Customer Experience Inc and Flamingo Ventures Pty Ltd.
looks like that is going ahead
QUOTE
Future Plans
The Company has commenced a process to look for additional assets to acquire. Shareholders should note that in accordance with ASX Guidance Note 12, ASX will generally continue quotation of the Company's securities for a six-month period to allow the Company to complete the Transaction and identify and announce a suitable new business. Depending on the timing and size of transaction, the Company may need to re-comply with Chapters 1 and 2 of the Listing Rules.

  Forum: By Share Code

nipper
Posted on: Feb 15 2021, 02:23 PM


Group: Member
Posts: 8,305

IOUpay Limited (IOU) backed into a failed Isentric Limited (ICU) in early October 2020.

The company provides fintech and digital commerce software solutions and services that enable its institutional customers to securely authenticate end-user customers and process banking, purchase and payment transactions. The Company's business divisions consist of Mobile Banking, Digital Payments and Digital Services.


being promoted in the new age pump houses (FB, Insta, and the like) and has run and run. ... 15c in the first week of Feb to as high as 85c today.

1. No
2. Not Applicable
3. No
4. In compliance
QUOTE
However, it is the view of the Board that shareholders may be price factoring in the recent ASX announcement from the Company dated 09 February 2021 where a major partnership for Buy Now Pay Later (BNPL) services was announced.

This further expansion of the Company into the BNPL sector, further to its existing interests in the mobile and mobile payments sector, is likely to have been recognised by shareholders as being value accretive to IOUpay Limited shareholders by virtue of recent other BNPL market participants' relative market performance.

This has been demonstrated most recently by material price and value increases in companies such as Afterpay Limited (ASX: APT) and ZIP Co Limited (ASX: Z1P).
  Forum: By Share Code

nipper
Posted on: Feb 15 2021, 01:36 PM


Group: Member
Posts: 8,305

leaky ship?

Opened at $0.089 and ran to $0.12 by 10:23 this morning.. Trading Halt till 14:48, when it opened at $0.125, ran to $0.145 and now back below 10c
the Non Sensitive Announcement was along these lines
QUOTE
FFT announces a follow-on investment in financial technology company, 1derful. FFT has supported 1derful's progress since its initial investment in July 2020. The decision to invest additional capital at this stage followed further due diligence on 1derful's progress and prospects. FFT has cornerstoned this latest raise, which was completed on terms that reflect the considerable progress made by 1derful over the past six months, and will continue to maintain a close relationship as 1derful moves towards a market listing in its own right.


thanks to barney from another site:

About 1derful:
QUOTE
1derful is building a better banking solution; a banking solution designed with a unique business model that ensures speed, agility, cost efficiency and scalability.

1derful offers a total product solution that will reframe the way consumers manage their day-to-day banking and finances.

Founded in late 2019 and due to launch its first disruptive products during 2021, 1derful is close to signing a major commercial deal with a worldwide financial institution aimed at accelerating global expansion
.
pretty sure that is what banks do, but hey, neobank fintech.
  Forum: By Share Code

nipper
Posted on: Feb 15 2021, 01:03 PM


Group: Member
Posts: 8,305

and up 50%.. Speeding ticket
1. FFG is not aware of any information concerning the Company that has not been announced to the market, which, if known by some in the market, could explain the recent trading in its securities.

However, FFG is aware that iCandy Interactive Limited (ICI) (which FFG has an approx. 33% interest in) was in negotiations dispose a subsidiary to RightBridge Ventures AB, (which FFG has an approx. 50.1% interest in via its interest in Abelco Investments Group AB). As this transaction does not result in any material change in FFG’s interest in ICI, FFG does not consider this information has any material effect on the value of FFG’s shares or the recent trading in its securities.

ICI has made the relevant announcement and the announcement has been cross referenced on FFG’s announcement platform.

2. Not applicable.

3. Other than as noted below, FFG is not aware of any other specific information which would explain the recent increase in price and volume of the Company’s securities.

FFG however notes that on 3 February 2020, it announced that its Singaporean based investee company, Smartfunding Pte Ltd, had completed the development of its online Buy-Now-Pay-Later (BNPL) platform in preparation for the roll out of its BNPL services on18 February 2021.


  Forum: By Share Code

nipper
Posted on: Feb 15 2021, 12:47 PM


Group: Member
Posts: 8,305

I was looking at iCandy only yesterday. Today, there is an Announcement:

iCandy to sell iCandy Digital for A$4.8 million to RightBridge Ventures AB that is seeking an IPO

QUOTE
Highlights:

 iCandy to dispose of iCandy Digital Pte Ltd, which holds 26 mobile game titles and 23% stake in iCandy's esports venture ESPL, for A$4.8 million to Sweden-based RightBridge Ventures AB

 RightBridge focuses on investing in esports and gaming companies, and is planning for an IPO in 2021

 iCandy will receive 17,296,000 shares in RightBridge worth A$4.8 million , and an option to purchase 2,178,682 additional Rightbridge shares at nominal value, bringing iCandy's shareholding to approximately 25% in RightBridge upon IPO

 iCandy will gain strategic access to the Nordic gaming and esports market via RightBridge

that is in specie, not cash.
  Forum: By Share Code

nipper
Posted on: Feb 15 2021, 11:48 AM


Group: Member
Posts: 8,305

Late Nov 2020

Integrated Payment Technologies Ltd to merge with ComplyPath Holdings Pty Ltd.


Comply Path is ex PwC Bond.
QUOTE
Bond was established as a platform venture in PwC Australia to improve the connectedness of the employee to member ecosystem. As of July 2020 it became a stand alone business, Comply Path, but with all the rich compliance capability of Australia's largest professional services firm .

up 30% today .... maybe some traction.
  Forum: By Share Code

nipper
Posted on: Feb 15 2021, 11:42 AM


Group: Member
Posts: 8,305

I saw the Silver index was up nearly 2%, yet Gold was down, at open.

maybe some comments from the Germans?
QUOTE
Jens Weidmann, president of the Bundesbank:


So, what did Weidmann say in his interview with Augsburger Allgemeine, published yesterday (late Friday)?

In a nutshell he predicted that inflation in Germany will rise to 3% this year and that monetary policy will need to be tightened if the price outlook requires it.

He also called for Germany to return to its strict curbs on budget deficits once the pandemic ends.
  Forum: Macro Factors

nipper
Posted on: Feb 15 2021, 11:36 AM


Group: Member
Posts: 8,305

• Griffith University releases additional data on BARD1’s SubB2M technology showing 100% specificity and over 95% sensitivity for detection of all stages of breast cancer

• BARD1 aims to develop and commercialise SubB2M-based blood tests for breast cancer to enable earlier detection, inform treatment decisions and improve women’s health outcomes
  Forum: By Share Code

nipper
Posted on: Feb 14 2021, 04:52 PM


Group: Member
Posts: 8,305

iCandy Interactive Ltd (ICI) is an investment holding company principally involved in investing in prospective mobile interactive entertainment studios in the Asian region to produce quality and fun mobile interactive entertainment for the global mobile games market.

From 2015, when it listed : iCandy Interactive's vision is to become a world class interactive entertainment studio for the mobile gaming industry. iCandy Interactive’s mission is to continuously develop quality and fun mobile games that offer unique gaming experiences to drive player engagement through multi-challenges and achievements.
How has the ride been? Bumpy, with stutters. Capital Raises along the way, Collaboration agreements, Media partners, Franchises, Development & Publishing agreements, Games, eSports, Partnerships, etc etc,.... with frequent abandonment of same.
By Jan 2021, the state of play is along these lines:
QUOTE
  • Solid revenue from games like Masketeers, Crab Wars, Hellopet House and more
  • ...Masketeers made $1 million in 63 days (and still appears to be going strong)
  • Will soon be launching a localised version of Masketeers in China, published and localised by Ohayoo
    • ... Ohayoo is owned by ByteDance, the parent company of TikTok
    • ... They have a strong track record of producing localised versions of games, with 9 of their games independently bringing $20+ million AUD revenue each: read article here
  • iCandy Interactive are also in a joint venture with Lemon Sky Studios
  • Have an upcoming game Claw Stars which has just started Early Access testing
  • iCandy own many subsidiary game studios which gives them a large portfolio of games and many revenue streams
    • ... Appxplore and Joyseed Gametribe are two of their studios that are doing particularly well
  • Rocky Rampage won Google Play's Casual Game Of The Year 2020 for the Southeast Asia region (link here)

To me, it looks like spend spend spend developing games to hope to get a winner. Gaming is huge, much more than the film industry, and Covid must have helped rather than hindered, but has iCandy got a unique proposition, let alone an addressable engaged market?
  Forum: By Share Code

nipper
Posted on: Feb 14 2021, 04:27 PM


Group: Member
Posts: 8,305

Since making it to the boards in 2015, there have been surges and retracements aplenty for 4DS. Recently peaked at 25c but, like many in speccie land, retreated quickly

QUOTE
- for the quarter ended its Second Non-Platform Lot wafers had been successfully manufactured by imec.
- 4DS confirmed that its Second Platform Lot wafers will commence by mid-Q1 2021
- 4DS has sales incentives in place. The purpose of this is to incentivise the members to pursue potential takeover deals of the company or sale of the company's intellectual property.
- 4DS now holds 29 USA patents pertaining to its memory technology.

- cash as at 31 December, stands at $6.5 million. This is a reduction from the $7.6 million from the end of the previous quarter.
  Forum: By Share Code

nipper
Posted on: Feb 14 2021, 04:22 PM


Group: Member
Posts: 8,305

engage:BDR Limited (EN1) is an internet-based marketplace platform and associated technology solution provider. engage: BDR's proprietary technology is used to optimise the sale of advertising inventory from digital publishers (websites and apps) to advertisers and their agents (brands, agencies and advertising platforms).
Established in 2009 and listing in 2017, raising $6M at 20c, EN1 has developed proprietary programmatic technology that manages internet video and display advertising for advertisers, advertising agencies and the websites that display those advertisements. It acts as an intermediary between advertisers and website publishers by consolidating vast amounts of advertising inventory, automating complicated workflows and offering precise targeting capabilities to advertisers at significant scale.

QUOTE
The high water mark was a $4,144 operating profit for Q2 2020, slumping to a $740,540 loss in Q3 2020 and then a $2,193,518 loss in Q4 2020. Even though they raised $3.25M in the most recent quarter via a capital raising, they will have to raise more capital or resort to debt financing if these operating losses continue.

Still trying to work out what it does. It basically collects information on people on their phones via ads and then redirects further ads to them. :
QUOTE
At present, about 85% of revenue comes from the core business, "programmatic" advertising, which is the automated buying and selling of online advertising, through an "Ad Exchange." The company's app advertising platform AdCel, is second in line as a revenue contributor – and growing fast.

The specific advertising space we help advertisers reach is in mobile apps, says engage:BDR co-founder and executive chairman Ted Dhanik. In app advertising, there is much richer data than you have on the web. The app world is much bigger than the web world, and advertisers want the really deep targeting capabilities, that they don't have on the web.

engage:BDR applies artificial intelligence (AI) tools to leverage automated and data-rich computing techniques that allow it to "better predict what ad buyers are willing to buy and what they're willing to pay, in real-time," says Dhanik.

We see who opens the ad, we see who we serve the ad to, because our technology lives on the device. Users are targeted not by identification of personal information, we do not know who the user is, we just know the user's pattern of behaviour. We provide that data to the advertiser when the auction happens – engage:BDR handles 100 billion dynamic ad auctions every day ... and the advertiser uses that data to better target that user, to get better engagement with their ad campaign, says Dhanik.

He says the company is "right in the sweet spot" of the global shift toward mobile in app advertising, where the surging use of mobile apps is encouraging brands and advertising agencies to favour in-app advertising. According to measurement company Statistica, there were 178.1 billion mobile apps downloaded worldwide in 2017, a number that is predicted to rise above 189 billion in 2020, and to more than 258 billion downloads worldwide in 2022.

Millennials and Gen Z consumers, who range in age from 18-35, make up the largest percentage of mobile app users. Advertising in these apps provides advertisers with a large pool of active users, who are more likely to engage with the ads
.


But what if they do not engage, have no money, only have 24 hours in a day / forgot to recharge? Anyway, from 20c to 0.6c, raising capital along the way and losing money hand over fist. Will it survive? Is there a movement of tech savvy Millennials taking it up?
  Forum: By Share Code

nipper
Posted on: Feb 14 2021, 04:03 PM


Group: Member
Posts: 8,305

Douugh Limited (DOU), is a fintech company that utilises proprietary software technology to deliver a software service through an operating model known as Software as a Service (SaaS). It operates a subscription based financial wellness platform, which helps customers spend wisely, save more and build wealth via a smart bank account and Mastercard debit card.


DOU listed in Oct 2020, backing into the old Ziptel (not to be confused with Zip Money Z1P), and had a colourful couple of months, a 5c to 35c and seesaw back to 17c, and including $14M extra raised by 01/12. On 21 Dec, was in Voluntary Suspension. The Announcements list is full of ASX Queries, then on 04 Feb, a Remedial Action and Corporate Governance Update saw it relist.

I for one will stay well clear. There may be leverage in targeting Millennials for Financial Wellness. I guess subscription service for an App will make money. But how? Scalable engagement? Unique and essential features? The just released self driving money management feature Autopilot?
  Forum: By Share Code

nipper
Posted on: Feb 14 2021, 02:27 PM


Group: Member
Posts: 8,305

and, a week ago, IXU ran up 30% to $0.13 on what was a non sensitive Ann, then at 5:37pm came out with a CLARIFICATION that had the big red !

QUOTE
IXU refers to its earlier announcement titled "Collaboration with Tekkorp Capital Delivers Key Opportunity", wherein it advised that the Company had entered into a data analytics and insights collaboration agreement with DataPOWA Limited.


For completeness, the Company wishes to provide the following additional information in relation to the partnership:
... The agreement with DataPOWA is not exclusive, is for a period of 2 years and each party bears its own costs.
... The Company does not consider that the collaboration agreement with DataPOWA is material to the Company in its own right, although notes that it has potential to deliver future commercial relationships that have potential to be. The companies are currently jointly pursuing data analytics and marketing initiatives which are remain incomplete and uncertain in outcome.
... There are no material conditions that need to be satisfied before the partners become legally bound to proceed with the terms of the commercial agreements which are anticipated to be delivered as a result of the DataPOWA collaboration.
... There is no other material information relevant to assessing the impact of the commercial agreements on the price or value of the Company's securities.


dropped, but not that much, soon after.
  Forum: By Share Code

nipper
Posted on: Feb 14 2021, 01:42 PM


Group: Member
Posts: 8,305

Fatfish Group Limited (ASX: FFG) is a publicly traded tech venture firm with investments in the Southeast Asia and Nordic European region. FFG partners with entrepreneurs to build tech businesses via a co-entrepreneurship model. FFG focuses on emerging global technology trends, specifically FFG has been investing strategically across various sectors of video-games, esports, fintech and consumer internet technologies.

FFG owns a majority stake in publicly traded Abelco Investment Group AB (NGM: ABIG), which is traded on the Swedish exchange, Nordic Growth Market. FFG and Abelco operate from innovation hubs located in Singapore, Kuala Lumpur and Stockholm.
QUOTE
Together with its stake held via Swedish subsidiary Abelco, Fatifsh and Abelco now have increased total stake in Smartfunding to 78.7%. FFG's venture building team has started working closely with Smartfunding to prepare for the launch of its new Buy Now Pay Later Financing Services in Singapore.
  Forum: By Share Code

nipper
Posted on: Feb 14 2021, 10:42 AM


Group: Member
Posts: 8,305

Fatfish Group Limited (FFG), is a global tech venture investment and development firm. FFG partners with entrepreneurs to help them build and grow Internet businesses via a co-entrepreneurship model. FFG focuses on emerging technology trends across various sectors of fintech and consumer internet technologies.


Based in Melbourne, it listed mid 2015 with a focus on the internet and an Asian tilt. On 13 November, 2018, Fatfish Internet Group Limited changed its name to Fatfish Blockchain Limited. And on 21 Augustt, 2020, Fatfish Blockchain Limited changed its name to Fatfish Group Limited.


Market cap is $30M. ... it seems there have been several attempts to get a business going. No idea how much capital it has hoovered up (there was a Nov 2020 cap raise for $1.5M), or the stability of the Board or Management. Seems to be tilting away from investments in blockchain and cryptocurrency projects though recently stated
QUOTE
The rise of cryptocurrencies, especially Bitcoin, over the past few months has significantly improved the operating conditions of Fatfish's blockchain mining investee company, Minerium Technology Ltd


In Jan this year acquired 19.9% in SmartFunding, a BNPL outfit, as it prepares for a rollout.

https://www.listcorp.com/asx/ffg/fatfish-gr...ng2484363.html

It is having another of those runs, the fourth since listing. Will this be any different, and sell down (PnD)?
  Forum: By Share Code

nipper
Posted on: Feb 13 2021, 02:41 PM


Group: Member
Posts: 8,305

The business was founded in mid 2017 by oncologist Dr Jason Tan, after trying to plan a surgery for a particularly difficult tumour. The experience led him to team up with some software developers to create a way for him to view the tumour, which would give him a better ability to plan the upcoming surgery. This collaboration led to the creation of MedVR, which went on to become Singular Health and is its first commercial product.

Mr Hanly joined the company as managing director in May 2019, having previously assisted the business in raising capital. In December 2019 he experienced first hand how valuable its technology was, when he was diagnosed with an aggressive form of adrenal carcinoma. A CT scan discovered a 500g malignant tumour, which was invading his kidney.
QUOTE
I was able to sit down with my oncologist and review my file using our 3D software … it allayed my anxiety, Mr Hanly said.
As well as its VR product, the company has been developing a product called 3Dicom Viewer, which lets clinicians view images in 3D via their portable devices as well as the VisualEyes product, which is designed for the optometry sector.

Mr Hanly said this product will be more scalable than its MedVR software because it lets surgeons view the scans in the operating theatre, letting it inform their surgeries. He also sees a market for it among individuals who want to be able to look at their own scans in a format that's easier to interpret than traditional 2D scans.
QUOTE
The concept was to make the software available to more people on standard devices," he said. "On my Android phone I have the beta application where I can download a dicom file and render it in 30 seconds using my mobile phone's own capabilities.

The company generates a modest amount of revenue – $23,000 between July 1 and November 30, 2020 – from its MedVR product, which is used in hospitals in Australia, Brunei, Singapore, South Africa, Hong Kong and Switzerland.

Cyan Investment Management bought into the float, spending $400,000 to acquire a 1.99 per cent stake. Cyan fund manager Dean Fergie said he was inspired to buy in because even though the company was very early stage, it had a lot of potential.
QUOTE
With any of these companies you have to look conceptually at what they're doing, but also at some of the trailblazers in the industry, he said. ....Thinking of Pro Medicus and 4D Medical, they're $4.5 billion and $500 million companies respectively. So with a business like this that has a few different arms and products, you think there's a bit of potential and it only had a market capitalisation of $20 million.
Cyan was scaled back by 30 per cent compared to what it had requested and on Friday bought up more stock. Mr Fergie's biggest concern for the business was that its plans for product commercialisation and market expansion in 2021 were too ambitious and it was at risk of spreading itself too thin.

Singular has set itself the goal of being cashflow break-even in 18 months and Mr Fergie said even if it took the company two or three years, this would be "outstanding".
  Forum: By Share Code

nipper
Posted on: Feb 13 2021, 01:55 PM


Group: Member
Posts: 8,305

QUB got to above $3.00 for first time since Covid falls


  Forum: By Share Code

nipper
Posted on: Feb 13 2021, 01:25 PM


Group: Member
Posts: 8,305

On November 27th, 2019, Silver Chef Limited changed its name to SIV Capital Limited (SIV).
By then it was a mess. From quiet trading under $1.00 from listing (2006) to 2010, Silver Chef started growing and getting ambitious. But lots of debt, basically a finance company, and they use their customer deposits to essentially fund the business.

It reached a peak > $6 in 2016 but then started a retreat. Macquarie's quick take on SIV 2016s announcement.

QUOTE
Underlying FY16 guidance unchanged: SIV continues to expect FY16 NPAT $23-24m (before one-off loan note break costs and after deferring costs associated with originating new rental contacts). This compares to MQe $23.3m and Factset consensus $23.7m.

Preliminary FY17 guidance below MQe: SIV are guiding to FY17 NPAT $23-25m vs. MQe $28m and Factset consensus $28.5m i.e. a ~16.5% miss relative to our expectations at the midpoint. The FY17 guidance miss was due to
QUOTE
(1) likely growth rate of GoGetta originations following a very strong FY16,
(2) profile of upfront costs and origination budgets,
(3) changes to bonus arrangements for sales and customer service staff for over-budget performance,
(4) more conservative provisioning for bad debts within GoGetta due to immaturity of the book, and
(5) increased investment in people and other overheads to accelerate expansion into eastern Canada and exploit future growth opportunities

Started divesting acquisitions, exiting GoGetta but could not easily recover debts and assets, and have struggled. Breached covenants. SP quickly retreated to $4 and by end 2018 it was under $1.00. .... which has where it has remained. (even returned 30c capital in 2020)

By 2019, the MD said
QUOTE
On a personal note, after 33 years since founding the business and with many stellar performances as a listed company in prior years, the past two years has been extremely disappointing with significant loss in shareholder value. Many of the decisions made were on assumptions of very different outcomes. As the founder and largest shareholder I share your pain and disappointment...


Restructured, sold the Hospitality Business; and described itself as : SIV Capital Limited (SIV), formerly Silver Chef Limited), is focused on long term rentals of commercial equipment to small to medium enterprise in the hospitality space. The company has a significant presence in Australia and growing exposure to the New Zealand and North American markets.

Then Covid hit. and yet, latest position is :
QUOTE
Cash balance (13.5m) is greater than market cap (12m). Enterprise value is negative
Current business (what's left of it) is cashflow positive and forecast to generate ~ $3 million per year after costs
Potential for an insurance payout
Potential for major tax/franking credits to be used.
  Forum: By Share Code

nipper
Posted on: Feb 13 2021, 08:55 AM


Group: Member
Posts: 8,305

Atomo Diagnostics Limited (AT1) is a medical device company supplying unique, integrated rapid diagnostic test (RDT) devices to the global diagnostic market. Atomo's patented devices simplify testing procedures and enhance usability for professional users and untrained self testers. The Company has supply agreements in place for tests targeting infectious diseases including COVID-19, viral vs bacterial differentiation and female health.

Atomo raised cash at 20c in April 2020 and listed early due to high demand. This was in the early stages of the pandemic and the timing was good. Somehow a basic HIV test became a Covid cure all, Gates Foundation tossed in a few $$s. It opened high and ran to 55c on Day One, then retreated. A few flurries from 28 to 40c range later in the year but since then it has been declining to be at 28c again, with barely a flicker of interest.


Atomo said in December it expects to launch its rapid HIV professional test in Australia in early 2021. The test delivers results in just 15 minutes and is targeted for use in sexual health clinics, high caseload general public clinics and other community health settings. Atomo Diagnostic’s US partner, Access Bio, also expects to receive a response from the US Food and Drug Administration on its application for an emergency waiver that would let it sell its COVID-19 antibody test to a wider audience.
Not much news since then.

(Do Not Hold)
  Forum: By Share Code

nipper
Posted on: Feb 12 2021, 06:14 PM


Group: Member
Posts: 8,305

Auric Mining Limited (AWJ) was established for the purpose of acquiring and then proceeding to explore and develop gold projects in the Widgiemooltha and Norseman regions of Western Australia.

Following its admission to the ASX, the Company's gold and exploration projects will include the:

(a) Munda Project, by virtue of the Company's wholly owned subsidiary, Widgie Gold Pty Ltd holding a 100% legal and beneficial interest in M15/87 (other than nickel and lithium rights) and L15/414, of which M15/87 was acquired, together with rights in respect of L15/397, from WA Nickel Pty Ltd (a wholly owned subsidiary of Estrella Resources Limited);

(b) Jeffreys Find Project, by virtue of the Company's wholly owned subsidiary Jeffreys Find Pty Ltd holding a 100% legal and beneficial interest in M63/242, which was acquired from Mincor Resources NL; and

© Spargoville Project, by virtue of the Company's wholly owned subsidiary Spargoville Minerals Pty Ltd acquiring a 100% legal and beneficial interest in E15/1688 (application) and E15/1689 from Mariner Mining Pty Ltd.

.... looked to raise $8M at 25c a share. The hoped for Jan IPO came and went ..... hit the boards today . , opening at 20c and ended the day at 19c.
  Forum: By Share Code

nipper
Posted on: Feb 12 2021, 05:37 PM


Group: Member
Posts: 8,305

Singular Health Group (SHG) is a medical technology company focused on the development of medical software for the visualisation, manipulation and transfer of medical imaging data in 3D and virtual reality.

Medical volume rendering is a process that allows for the visualisation of the surface elements, internal geometry, and components of a 3D structure typically acquired in 2D using CT & MRI scanning machines. Singular Health has acquired and developed the proprietary and patented Volumetric Rendering Platform which aids medical practitioners, patients, educators and students to view complex 2D medical images in 3D and virtual reality.

Singular Health’s Volumetric Rendering Platform has several distinct advantages to drive adoption in the areas of surgical planning, medical education and patient education, including:
  • in-situ volume rendering with retail grade hardware, providing a fast, secure and fully onsite service without transmitting confidential patient data to third-party cloud-based servers for the MedVR surgical planning product;
  • optimised 3D conversion & device agnostic software for medical and patient education products which reduces the requirement for capital expenditure for Virtual Anatomy and 3DicomViewer products; and
  • Singular Health's software is delivered through a SaaS model with a scalable online knowledgebase.
Singular Health has already established a strategy for the vertical integration of the Company’s capabilities, in collaboration with key opinion leaders and joint ventures with established businesses, to develop an end-to-end solution for the visualisation, analysis and segmentation via artificial intelligence and production of bespoke solutions through additive manufacturing.



SHG raised $6M in an IPO at 20c a share. It listed today and held well above that ... closed at 38c
  Forum: By Share Code

nipper
Posted on: Feb 12 2021, 05:34 PM


Group: Member
Posts: 8,305

On 30/01/2009, Sunshine Gas was delisted following the issue of compulsory acquisition notices by Queensland Gas Company Limited
QUOTE
we understand QGC was successful with an offer of $1.65 cash per Sunshine share and 2 QGC shares for every 7 Sunshine shares (Cash and Scrip Alternative) or 5 QGC shares for every 8 Sunshine Shares (Scrip Alternative) - shareholders who did not make an election received the Scrip Alternative


  Forum: By Share Code

nipper
Posted on: Feb 12 2021, 02:10 PM


Group: Member
Posts: 8,305

X2
  Forum: By Share Code

nipper
Posted on: Feb 12 2021, 02:09 PM


Group: Member
Posts: 8,305

With other sources of income hard to come by, I think there's a bit of dividend scraping going on.

The 45 day rule has trimmed the manipulation, but only to a small amount.

(Though ultimately as an exercise it is window dressing, done by some fund managers to gild the headline returns.)
  Forum: By Share Code

nipper
Posted on: Feb 12 2021, 02:03 PM


Group: Member
Posts: 8,305

I think we already know this.
QUOTE
The new supercycle will be driven by the post-pandemic recovery, inflation, accommodative monetary and fiscal policies, a deteriorating U.S. dollar, and a global fight against climate change, the note said.

Metal prices are already rising to multi-year highs, agricultural prices are surging, and oil is now trading above $50 a barrel, said JPMorgan, adding that these are all signs of a commodity supercycle that can last for years.

The coming economic recovery will strongly support the surge across the commodities sector. This will be mixed in with a lot of inflation hedging on Wall Street, JPMorgan said on Wednesday.

Metals that are used in renewable technologies will benefit immensely as an "unintended consequence" in the fight against climate change. According to the note, the move towards green technologies is likely to limit oil supply while raising the cost of certain metals that are used in renewable batteries, EVs, and other green infrastructure.

JPMorgan is not alone in this call. Other significant market players Goldman Sachs and Bank of America also forecast a surge in commodities as the global economic recovery gets underway this year.

During the last century, commodities went through four supercycles, with the last one running out of steam in 2008 after 12 years of gains, the report explained.

And if makes the Time cover, then I'll sell.
  Forum: Macro Factors

nipper
Posted on: Feb 12 2021, 10:11 AM


Group: Member
Posts: 8,305

Trading Halt .... looking for $20M at 4.9c a share
  Forum: By Share Code

nipper
Posted on: Feb 12 2021, 09:57 AM


Group: Member
Posts: 8,305

QUOTE
Today, it has doubled, from around 72c to $1.45 on news


and hit $2.00
  Forum: By Share Code

nipper
Posted on: Feb 12 2021, 08:03 AM


Group: Member
Posts: 8,305

Inside CSL, where Australia's Oxford-AstraZeneca vaccines are being made


https://www.abc.net.au/news/science/2021-02...turing/13140104

It is an interesting read.... & I have always had the view that CSL was not going to gain much from making the vaccine, apart from being a good .corporate citizen. (oh, and being in the prime position for future work)
  Forum: By Share Code

nipper
Posted on: Feb 11 2021, 06:17 PM


Group: Member
Posts: 8,305

20 most shorted


Code Company .. Market Cap Short Positions % of Shorts
WEB Webjet ..... $1.7B 44,908,956 ........... 13.25%
TGR Tassal ........ $720.7M 25,888,043 ........ 12.25%
NST Northern Star ... $9.0B 85,592,743 ..... 11.55%
SDA Speedcast .... $189.3M 22,234,098 ....... 9.27%
MSB Mesoblast ........ $1.5B 51,581,547 ........ 8.78%
ING . Inghams ..... $1.3B 32,036,418 ......... 8.62%
WSA Western Areas ..$693.2M 22,565,848 ..... 8.20%
AVH Avita Medical .... $153.1M 5,320,581 ...... 7.95%
MTS Metcash ........ $3.6B 75,561,728 .......... 7.39%
MYR Myer .............. $258.7M 59,498,117 .... 7.24%
SSM Service Stream .. $698.6M 29,636,127 ...7.23%
FNP Freedom Foods ...... $834.0M 19,242,182 .... 6.94%
FLT .Flight Centre ........ $3.0B 13,699,746 .....6.88%
IVC InvoCare .......... $1.7B 9,882,895 ........6.86%
RSG Resolute ........... $761.6M 75,466,887 ...... 6.84%
A2M A2 Milk .............. $7.6B 50,726,825 ......... 6.83%
EML EML Payments ........ $1.5B 23,415,982 ...... 6.47%
EOS Electro Optic Systems ... $791.2M 8,926,500 ..... 5.97%
NEA Nearmap ............. $1.2B 28,380,259 ............ 5.76%
ALK Alkane .................. $485.2M 32,724,577 ....... 5.50%
  Forum: Off Topic Chat

nipper
Posted on: Feb 11 2021, 04:02 PM


Group: Member
Posts: 8,305

Signature Capital Investments .... delisted following the request of the company .... 10/07/2013






Stealth Global Holdings Ltd (SGI) is a distribution group supplying an extensive range of safety, industrial, healthcare and workplace consumable products to business customers.

Stealth primarily serves businesses in the resources, transport, infrastructure, engineering, construction, manufacturing, general trade and industrial sectors. Stealth's core products are safety, industrial, healthcare and workplace consumable products and their key services include distribution and logistics services, contract supply and on-site inventory management solutions
.

Listing late 2018, it never has traded above the IPO price of 20c a share.


had a spike today on a trading update

QUOTE
Stealth's trading performance continued to improve in 1H 2021, building on the momentum started in the second half of FY2020. Revenue returned to positive growth, up 7% on 2H 2020.

As a result of the change in the Company's Africa strategy in December 2019 to refocus on more profitable customers, group revenue was down 23% on 1H 2020, however earnings have significantly improved in line with the strategy. The Company delivered a record statutory EBITDA, higher gross margin %, and higher statutory Net Profit on the lower revenue base.
  Forum: By Share Code

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