Podcasts about allkem

Small cap stock investing can be hard. But so far in 2024, a number of small semiconductor businesses have been soaring higher. SkyWater Technology and ACM Research are two of them. In this episode, Chip Stock Investors Nick and Kasey delve into the business models for these small companies, and explain why they own one, and why they're content to watch the other from the sidelines. They also explain if they're buying more of these soaring small cap stocks right now, and their general philosophy when investing in small cap stocks. Stay tuned later this week for an update on Arcadium Lithium (ALTM, formerly Livent and Allkem), and top cybersecurity names CrowdStrike, Zscaler, and chip giant Broadcom! Chapters: 00:00 Introduction and Overview 01:04 Understanding Small Cap Companies 02:31 Deep Dive into Skywater Technology 05:39 Skywater Technology's Financials 08:25 Skywater Technology's Future Prospects 12:48 Exploring ACM Research 14:00 ACM Research's Business Model 22:08 ACM Research's Financials

Want to know what just might be the top explosive growth stock to buy for 2024? The lithium market got blasted in 2023 due to supply chain issues, geopolitical economic battles between the U.S. and China, slowing (but not declining) demand for electric vehicles, and more. But could the market be at a bottom and mounting a recovery? Arcadium Lithium thinks things are looking up. The company, which was formed out of the merger between Livent and Allkem, looks like it's in good shape. The stock rallied on recent comments from management, and has adequate cash to meet its expansion plans over the next two years. In this episode of Chip Stock Investor, Nick and Kasey discuss the dynamic situation taking place in the lithium mining and refining industry, and parse through Arcadium's recent comments and quarterly financials to get clues on whether it's time to buy the stock. They also talk about valuation, and what they plan to do with their holding in Arcadium Lithium this year.

The lithium market has been in total disarray, and spot prices for the key ingredient in EV batteries have continued to fall in 2024. Top stocks like Albemarle and Arcadium Lithium (formerly Livent and Allkem) have been dragged down along with those market prices. To that end, Albemarle recently provided some general updates indicating actions it has taken to protect its long-term viability. Chip Stock Investor expects similar for Arcadium as well when they report earnings later in February. Nick and Kasey provide a couple key details to keep in mind for these lithium companies, and whether this is the end of the road for them. Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:

At Chip Stock Investor, we favor small portfolio changes and gradual moves into and out of stocks. But we did sell some positions in 2023. In this video, Nick and Kasey discuss what they sold – and what stocks were on the chopping block at one point, but they still hold for 2024. With each stock, they extract an investing lesson learned (or relearned) after investing through the bear market of the last two years. Next up later this week, we'll cover why we still like Qualcomm (QCOM) and Arcadium Lithium (ALTM, formerly Livent and Allkem)! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Watch next: https://youtu.be/DGRk-lYlnjU https://youtu.be/RiKEDDCG9nI https://youtu.be/ohGTGXNUV1w If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:

INDEX: 0:06 - Introduction 5:58 - Lithium and Iron Ore Price Comparisons. Australia-Driven Spodumene Market Dynamics 6:58 - Rapid Lithium Price Decline, Questioning Whether Sharp Reversal Might Occur Given the Speed of the Fall 8:23 - Comparisons Drawn Between Lithium and Iron Ore Volatility, Highlighting Immaturity as a Cause for Lithium's Price Swings 13:12 - Comparing Iron Ore Market Orderliness to Emerging Lithium Industry. Equilibrium Challenges Due to Continued Fast Growth and Increasing Entrants? 14:36 - Unprecedented Rise in Lithium Prices, Attributes the Change to Shift in Market Players and Influx of Capital, Highlights Impact of Short Positions in Stocks 17:37 - Unique Challenges of Building a New Lithium Industry, Anticipate Cyclical Ups and Downs Coinciding with Economic Growth and Chinese Buying Patterns 19:49 - Challenges in Rallying Resource Stocks in Toronto Despite General Market Improvement, Foresee Delayed Impact on Lithium Sector 27:49 - Structural Factors Impacting Valuations in the Canadian Resource Market, Highlighting Regulatory Changes and Global Investment Trends 29:35 - Balloon Effect in Australian Lithium Market Valuations 31:40 - Efficiency of Global Markets. Varied Valuations in ASX, TSX, and US Lithium Stocks Amidst Shifting EV Sentiment 36:23 - Market Disparities. Examining Valuation Dichotomy Between Permitted Mines and Fully Funded Projects 44:21 - Investors to Consider Exploration Upside in Lower-Valued Projects 46:03 - Sigma's Decision to List Brazil Subsidiary in the U.S. and Singapore. Motives and Tax Implications for Shareholders 49:05 - Potential Takeover of Sigma Amidst Listing Changes 57:04 - Winsome's Resource Announcement. Questions About Resource Valuation Metrics in Current Bearish Market 1:02:45 - The Need for Concentrate Solutions and Downstream Opportunities, Green Tech Metals' Model as a Potential Blueprint for Winsome and Patriot 1:07:16 - Hancock Group's Entry into Lithium Sector and Speculates on Strategic Approach with Azure Deal 1:11:23 - Bullish Outlook for Allkem and Livent Merger, Anticipating Substantial Re-Rating and Growth Opportunities in Argentina and James Bay 1:14:07 - Anticipating Signs of Inventory Destocking, Continued Customer Purchases, and Potential Production Cuts from Existing Producers 1:16:17 - Lithium Market Operates in Short-Term Duopoly? Emphasizing Dominance of Albemarle and Pilbara Amid Growing Supply #lithium #electricvehicles  _________________________________________________ Thank you to our Patrons for supporting the channel.  Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

Today we were very fortunate to host Fernando Oris de Roa for an insightful discussion on Argentina and the recent dramatic election result there. Fernando served as the Ambassador of Argentina to the United States in 2018 and 2019 is currently an Independent Director of Allkem. He is an accomplished entrepreneur and business leader in Argentina and earned his MPA from the Harvard Kennedy School. With the country's recent election of political newcomer Javier Milei as President, we were thrilled to visit with Fernando and explore the implications of the new presidency for Argentina and Latin America at large. Fernando first shares his perspective on the political landscape in Argentina, the significance of Milei's win, the libertarian philosophies Milei will bring to office, and reactions within the Argentine business community. We explore Milei's announced and other potential key players in a new government, the United States's cautiously supportive stance thus far, the nation's vast energy and economic opportunities, the issue of dollarization, geopolitical considerations with neighboring countries, and China's growing influence in Latin America. We also discuss the current investment climate in Argentina, the potential for expansion in the mining sector, Fernando's recommended short-term goals for the nation, including stabilizing inflation, the potential for sweeping budget cuts to reduce the size of government, and much more. In our conversation with Fernando, we began to wonder if a good analogy to Milei's win is Lech Walesa in Poland or Vaclev Havel in Czechoslovakia, instead of the often repeated “Trump of Argentina” comparison. It's perhaps too early to tell but a rejection of socialism and government control has clearly happened. We ended by asking Fernando for his ten-year view for Argentina. It was an insightful discussion and we greatly appreciated hearing his insights. Mike Bradley kicked us off by indicating that 10-year bond yields plunged ~20bps and are now trading at a 3-month low of 4.2%. He noted that bond traders are betting the FED is done hiking rates and could soon be cutting due to a growing consensus of a U.S. “soft landing.” He highlighted a couple of rumblings stemming from the COP 28 conference and noted pleas from some more vocal individuals on a more aggressive phase out of coal & other fossil fuels, on the other hand, there was also constructive dialogue for a more aggressive nuclear buildout and more stringent methane monitoring. He highlighted that broader equity markets continue to trade sideways, are technically overbought (post a 10% rally off October lows) and that near-term trading caution is warranted. He highlighted that WTI price traded down to ~$72/bbl. (-$2-$3/bbl.) this week and really needs to hold technical support levels of $72.50/bbl. He further noted that crude price weakness is due both to CTA contract liquidation and physical weakness, which has pushed crude curves into contango from long-held backwardation. He also discussed that the recent OPEC+ meeting concluded with Russia/Saudi extending 1.3mmbpd of cuts, a handful of OPEC+ members agreeing to a 0.9mmbpd “voluntary” cuts through Q1'24, but that traders also remain unconvinced for most of these voluntary OPEC+ cuts, which has pushed crude traders into “show me” mode. He rounded out by highlighting Javier Milei's win of the Argentinian Presidency rallied the Argentinian stock market by 40% on early optimism that he might contain runaway inflation and further open up the oil & gas and mining industries. Jeff Tillery also joined for the exciting discussion with Fernando. Fernando was a fantastic guest and we hope you enjoy the conversation as much as we did. Our best to you all. Tomorrow evening marks the start of Hanukkah… so a “Happy Hanukkah” to everyone just a bit early.

Christmas & Black Friday sales make up a huge proportion of shopping for the year, but will purchases this year move the market in any significant way?   MARKET WRAP:   ASX200: up 0.13%, 7,058 AUD: 65.48 US cents GOLD: $1,982 US/oz BITCOIN: $56,760 AUD   The oil price rebounded over fears of OPEC cuts Woodside, Santos, Ampol and Beach all up by around one percent.  Karoon Energy was a standout, leaping around 3.5% to $2.12 a share. Paladin Energy is 3 percent higher at $1.00 Whitehaven Coal was up 2.3 per cent to $6.90  Allkem was up 2.2 per cent. Heading backwards today though was Mercury NZ, which fell more than 5% to $5.46 Northern Star Resources down 2.5 per cent to $11.46. Athlete's Foot owner Accent Group has dropped 8 per cent to $1.77 See omnystudio.com/listener for privacy information.

In this video, we will discuss Tesla's recent move into lithium refining and what it means for the company, and the electric vehicle industry as a whole. Tesla is investing in lithium refining with the new facility being built in Texas, in order to reduce its reliance on external suppliers and lower the cost of its electric vehicles. This is a smart move, as lithium is a key component of EV batteries and a significant cost of the electric vehicle. Tesla's move into lithium refining could put pressure on its competitors, who will need to find ways to reduce their own costs in order to compete. This could lead to an even deeper price war in the EV industry, which would be good for consumers, and one in which Tesla is most capable of winning. Livent, another lithium company, is merging with Allkem, to form the company Arcadium. The deal is expected to close by the end of 2023. The merger with Allkem would further vertically integrate the company and make it more competitive in the lithium production space as well. However, Livent stock has taken a beating, with the cost of raw lithium tumbling in the last several months. However, lithium refining is a lucrative business, and Livent seems to have that “license to print money” that Elon Musk was talking about. What are our long term thoughts on each of these companies, and the lithium market overall? Check out this episode to find out! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off

Azure is getting bid well over $4/share so naturally that got us chatting today. Then, big news out of America that ExxonMobil is “becoming a lithium business”. We touched on a rare earths IPO that counts both Gina Rinehart & Whitehaven Coal of all groups as shareholders then we broke down the Allkem/Livent merger to answer a couple questions around who's contributing more and which participants are incentivised to do what. Lastly, Matty drew up a new segment, asking the team to draw some M&A-related predictions from the mining world. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more JP Search – Recruitment specialists for the financial world Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS(0:00:00) Introduction(0:06:48) Is Pilbara buying Azure shares?(0:11:21) ExxonMobil entering the Lithium Arena(0:15:09) Whitehaven Weirdly in Gina's Rare Earth IPO Play(0:17:58) Unpacking the Allkem / Livent Merger as Activists Speak Up(0:32:20) Matty's Crystal Ball Predictions

INDEX: 0:00 - Introduction  01:53 - Graphite, nickel, re-cycling news/comments incl Li-Cycle 04:42 - Mineral Resources, Pilbara, Allkem, Core Quarterly Results 07:30 - Key questions on supply/demand. How disciplined will producers be in Q4? 09:44 - China spot & futures - price manipulation/speculation?  14:49 - Chile's pain/Australia's gain: SQM bid for Azure vs. Kidman in 2017 16:50 - Will Gina Rinehart/Hancock thwart SQM as she did ALB?  19:00 - Will Australia's entrepreneurial patriots disrupt spodumene discipline? 21:00 - What's left in Australia to buy? Will we see similar spodumene M&A in Canada/Brazil? 23:30 - Can incumbent western OEMs compete with China OEMs? 27:35 - Headwinds: UAW strike, Tesla price wars cause Ford/GM to slow EV investments 33:48 - Tailwinds: Shell $100M for Tesla superchargers, Cybertruck launch, Semi, energy storage, POS tax credit 38:20 - Sigma new hire vs. M&A process?! 39:00 - Equity trading vs. investing. Is long-term thesis still intact? 40:00 - Bottom fishing exploration plays - Champion, Solis, Stelar, Winsome, Critical Elements  43:40 - Tier 1 Australia, Canada, US, Brazil vs. Africa 44:30 - Atlantic Lithium/Piedmont Lithium's spodumene software license to print money 45:45 - Allkem + Livent, Argentina + Canada = Arcardium;  Paul Graves CEO to watch in 2024 49:00 - Few comments on Europe, European Metals Holdings, Vulcan Energy Resources 51:35 - Invite to RK Equity/Patreon proprietary conference calls #lithium #Tesla #electricvehicles  _________________________________________________ Thank you to our Patrons for supporting the channel. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

A raft of company action as decisions for Endeavour, Origin and Treasury Wines all come to a head.   MARKET WRAP:   ASX200: up 0.42%, 7,056 AUD: 63.56 US cents GOLD: $1,932 US/oz BITCOIN: $44,562 AUD   Poultry company Inghams jumped 7 per cent to $3.67 Treasury Wine Estates is in a trading halt.  Endeavour Group rallied 1 per cent Lithium miners Allkem and Pilbara Minerals were among the weakest companies down just under 4% Energy retailer Origin fell after its biggest shareholder, AustralianSuper, declared it would vote its 13.67 per cent stake against Brookfield's proposed $18.7 billion takeover of the company. Shares closed down ½ a percent to $9.13 Gold producers Northern Star fell more than 3% to $11.69 Newmont down 1 per cent to $60.41 Brickworks shed 1.2 per cent as it traded ex-dividend See omnystudio.com/listener for privacy information.

NickelSearch Ltd (ASX:NIS) MD Nicole Duncan tells Proactive the company has confirmed significant lithium content up to 5.19% within spodumene-bearing pegmatites at its Carlingup Project near Ravensthorpe in Western Australia. The grab samples were taken from a quarry at Carlingup, where NickelSearch is collaborating with Allkem Ltd to advance lithium exploration. Allkem is the owner and operator of the Mt Cattlin lithium mine, 10 kilometres from Carlingup. #nickelsearch #nickel #lithium #carlingup #NIS #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

More M&A! Matty's predictions are starting to bear fruit with Australian Vanadium (AVL) and Technology Metals (TMT) announcing a $217m merger today. Allkem (AKE) updated shareholders on everything they've got going on under the sun, so we waded through the 100's of pages for the important info. Last up we commented on consolidation in the potash sector, with limited details as of yet on the Agrimin (AMN) and Kalium Lakes deal. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling SMEC Power & Technology – Electrical specialists for the mining industry Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram Timestamps:(0:00) Preview(0:56) Intro(3:35) AVL & TMT announce the most logical of mergers(19:10) Allkem update on everything(32:29) Agrimin scooping up Kalium's assets

The world of commodities served up a broad range of news for us to talk about today, covering many corners of the globe. We start with a bit of macro on the potential implications of China's slowing property market & broader economy, before smoothly segueing into the latest update from the world's biggest miner, BHP. Allkem (AKE) then caught our eye with a strong focus in their annual results on Western Australia, somewhat contrary to expectations. We save a deep dive for Strickland Metals (STK), who are the recent sellers of the Millrose gold project to Northern Star. The transaction has left them in an enviable position amongst their exploration peers, cashed up and raring to go. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling Topdrill –  Drilling into the future Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram Timestamps:(0:00) Preview(0:48) Intro(4:58) China's Economy makes Investors Nervous(10:12) Some Eye-Catching details from BHP's Latest Update(18:01) Allkem has a Bumper Year & Renews WA Focus(22:06) An ASX Junior that's Cashed Up

July saw earnings calls from virtually all major spodumene and chemicals  producers Pilbara, Mineral Resources, IGO, Allkem, AMG, Albemarle and Livent which painted a broadly rosy medium and long-term market outlook,  justifying their significant capital investments to grow lithium  supply. We speak to TD Cowen's David Deckelbaum about this quarter's earnings calls and what lies ahead. #lithium #Tesla #electricvehicles  ____________________________________________ Thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez. https://www.lithiumroyaltycorp.com  https://www.zelandez.com  ____________________________________________ And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

Reporting season ramped up this week, with investors reactive to news both good and bad. The Aussie share market rose 0.44% this week (Mon-Thu) as a 2.73% gain for the energy sector offset losses in the tech and healthcare sectors.In this week's wrap, Grady covers:(0:21) CBA's (ASX:CBA) record cash profit (0:49) Boral (ASX:BLD) & Cettire's (ASX:CTT) strong results (2:37) Downer's (ASX:DOW) dampened trading (3:05) What this week told investors & next week's outlook (3:56) US inflation data moving markets(5:04) Best performing stocks in the ASX200 (6:11) The most traded stocks & ETFs by Bell Direct clients (6:45) Three economic news items to watch out for

Today we were delighted to host James Calaway in our office in Houston for a broad discussion on mining, solar energy, and the energy transition. James is a solar and lithium industry veteran with a unique background centered on his desire to help the world reduce emissions and as he describes, “save the planet from killing itself.” He is the former chairman of Orocobre, has considerable experience with Chilean solar projects, and is currently the Executive Chairman of Ioneer. Ioneer is advancing the Rhyolite Ridge Lithium-Boron project in Nevada, which is projected to help power upwards of 50 million electric vehicles. We were thrilled to visit with James.   In our conversation, James first walked us through his fascinating background that started with an interest in arms control and traversed co-founding Space Industries, entering the oil business, studying battery technology, investing in Orocobre, a lithium company in Argentina, which became Allkem after its successful growth and merger with Galaxy, retiring from Allkem after its successful growth, and becoming involved with Ioneer. We discuss the difficulty of building on Federal lands and the cost of construction in the US versus China, the future of battery technology, how to approach mining projects from an economic standpoint, and the potential for a future supply-demand issue for lithium around 2028. James shares his experience securing a loan for Ioneer through the US Loan Programs Office and the company's experience with the community and government surrounding their project in Nevada. We also discus responsible mining globally, the opportunities and challenges with hydrogen, James' experience with solar and hydrogen in Chile, and his desire to see the oil and gas industry lower emissions and fully participate in the energy transition. It was a fascinating and wide-ranging conversation and we greatly appreciate James for sharing his time and perspectives.   Mike Bradley kicked us off with an update on the markets, noting the major driver this week has been the exceptional earnings from banks and brokerages and that equity markets seem to be in a bit of a “Goldilocks” phase, where the DJIA, SP& 500 and Nasdaq are all approaching record levels last seen in December 2021, despite 2-year yields increasing by 400 basis points. He highlighted that a “soft landing” scenario is gaining consensus and that equities are experiencing a bit of a “fear of missing out.” Mike also reiterated that crude oil markets have repriced back to backwardation and that the recent move higher in crude price is more a reflection of improving demand sentiment. He wraps up by discussing recent news including last week's Denbury and Exxon merger announcement, the irony of BlackRock naming Aramco's CEO to its board, the beginning of oil service earnings season this week with several oil service leaders reporting, and flags that next week's reporting will be heavy natural gas levered E&Ps. Jeff Tillery added to Mike's earnings comments and mentioned the tendency to over-interpret pricing reductions during activity hiccups and differentiating between realized pricing and anecdotal pricing in Q2 results and Q3 guidance. He also highlighted the need for a more nuanced discussion around inventory degradation and that the bar for the oil service sector is set higher for the upcoming earnings season after performing well over the past three months.   We hope you enjoy the conversation with James as much as we did. Our best to you all!

KWM partners Antonella Pacitti and Will Heath worked together on one of the biggest cross border deals announced so far this year - Newmont's $26b takeover of fellow minder Newcrest. At the same time, Antonella was also working to bring Allkem and Livent together in a $15b merger of equals, creating a vertically-integrated lithium producer to help power the energy transition. Together, Will & Antonella take you inside these deals and break down what they mean for M&A in remainder of 2023 and beyond.To access a transcript of their conversation and takeaways, as well as links to the articles discussed head to:  https://www.kwm.com/au/en/insights/latest-thinking/publication/m-and-a-in-the-city-2023-june.html

En este capítulo 345, te contamos sobre el final del último dólar soja, qué dijo el CEO de Allkem sobre las inversiones en el litio argentino y qué pasó con dLocal. Además, Paola Villar con la #AgendaSemanal de la región.

Green Growth Giants' Owen Clendenin shares where most lithium comes from (0:30), whether investors should be in lithium refining or lithium mining (2:00), and Owen's top junior and producer stock picks (3:40). This is an abridged version of our recent conversation, Lithium 101 And The Best Run Lithium Company With Owen Clendenin (Green Growth Giants).Show Links:Subscribe to Green Growth GiantsInvesting Experts with Transcripts

Eine KI namens Caesar, die sich auf Nachhaltigkeit fokussiert. wikifolio-Trader Christopher Gum spricht über sein Portfolio Alpha AI Sustainable (https://go.brn-ag.de/152): "Ein Nachhaltigkeitsbasket mit 120 Aktien." Darunter große und kleinere Namen: Teamviewer, Nvidia, SMA Solar, Air Liquide, ElringKlinger, Siemens Energy, Wacker Neuson ("Hat die innovativsten E-Baumaschinen"), EVN, Uber Technologies, Perion Network, Monolithic Power Systems ("Stromsparende Chips und Powersysteme"), SunOpta, Allkem und Hyundai Motors ("Hat die führenden 800-Volt-Systeme. Tesla muss aufpassen").

Ya podés escuchar el nuevo episodio del podcast de la revista Crisis, con el resumen de lo más importante de la semana en la escena política argentina. Ximena Tordini, Mario Santucho y Natalia Gelós analizan los tres temas más importantes de la semana. Hoy en el primer bloque de Crisis en el Aire, nos metemos con el desparramo provocado por la Corte Suprema al suspender las elecciones en Tucumán y San Juan. ¿Qué significa esta jugada de uno de los poderes más gravitantes del sistema político? En el segundo bloque, nace un nuevo coloso en el mercado del litio: Livent y Allkem se fusionaron, en la misma semana que los empresarios norteamericanos se reunieron en Puerto Madero a pensar la Argentina que viene ¿Qué onda la soberanía nacional? Por último, recorremos tres provincias que votan el domingo 14 de mayo: Tierra del Fuego, La Pampa y Salta.Nuestros corresponsales comparten las coordenadas para entender el mapa político que está configurando. Bienvenides a la cuarta temporada de Crisis en el Aire. Encontranos en todas las plataformas de podcast o los sábados a las 8 en Nacional Rock, FM 93.7

I speak with three podcast listeners who are also keen lithium investors - Nathan Wolyniec from Brisbane Australia; John McElroy, a Green Beret with more than 1,000 parachute jumps originally from Syracuse, NY and David Cebalo a retired investor from Indiana. We discuss what drew them to investing in lithium stocks, how they research companies and make decisions. I end the episode with some thoughts on the Livent - Allkem merger announced earlier this week.

The Aussie share market advanced 0.44% this week (Mon-Thu), led by the energy sector gaining almost 2% and the information technology sector adding 1.97%. Investors have regained appetite for technology stocks as inflation eases in the US.In this week's wrap, Grady covers the:(0:17) US debt debate and important next steps(1:40) Bank of England's rate hike decision (2:17) Healthcare sector movers and shakers(4:22) Best performing stocks in the ASX200(5:29) Most traded stocks & ETFs by Bell Direct clients(6:01) Three economic news items to watch out for 

12 mai 2023 | L'essentiel des nouvelles économiques, technologiques et financières [texte non corrigé pour fins de publication]L'organisme Vivre en Ville a ouvert un nouveau registre public des loyers. Il permet aux locataires d'inscrire leur adresse et le montant du loyer qu'ils paient. Ces données doivent permettre à un nouveau locataire de comparer le loyer que le propriétaire lui propose à celui que payaient les précédents locataires. Cette information est normalement inscrite dans le bail mais, selon Vivre en Ville, seulement 20% des nouveaux locataires en ont connaissance.L'entreprise minière américaine Livent va fusionner avec l'australienne Allkem pour former une nouvelle entreprise dont la valeur est estimée à plus de 10 milliards $US. Cette nouvelle entreprise deviendrait le troisième plus important producteur mondial de lithium. Elle récupérerait la propriété de plusieurs projets miniers dans le nord du Québec, et la moitié des parts de l'entreprise québécoise Nemaska Lithium.Nemaska veut exploiter une mine de lithium dans le Nord-du-Québec, et transformer le minerai à Bécancour, près de Trois-Rivières, dans une usine qui doit être mise en service en 2025.L'entreprise montréalaise Les Fermes Lufa a présenté sa première ferme hydroponique intérieure, fonctionnant avec un éclairage artificiel.Elle doit permettre de récolter quotidiennement 20 000 légumes et bouquets de fines herbes, qui seront livrés aux abonnés de l'entreprise.La nouvelle ferme est située dans un bâtiment qui abritait un ancien centre de distribution de Sears, dans l'arrondissement de Saint-Laurent, dans le nord de Montréal.Lufa y avait déjà installé une serre de toit et un centre de distribution.Le service de diffusion vidéo de Disney, Disney+, a perdu 4 millions d'abonnés au cours des 3 premiers mois de l'année.Il en a actuellement un peu moins de 158 millions. C'est le deuxième trimestre consécutif que Disney+ perd des abonnés.En début d'année, Disney+ a lancé aux États-Unis un forfait moins cher parce qu'en partie financé par la publicité, et a augmenté le prix de son forfait standard.Au Canada, le cout mensuel de l'abonnement standard est alors passé de 9 $ à 12 $.Elon Musk a annoncé sur Twitter qu'il avait embauché une femme pour le remplacer dans son rôle de PDG du réseau social.Il n'a pas divulgué le nom de sa successeure, il a seulement indiqué qu'elle entrerait en poste dans 6 semaines.Mais le milliardaire a l'intention de garder un rôle actif dans l'entreprise. Il compte devenir président exécutif du conseil d'administration et directeur de la technologie.--- Détails sur ces nouvelles et d'autres nouvelles: https://infobref.com S'abonner aux infolettres gratuites d'InfoBref: https://infobref.com/infolettres Écouter les balados d'InfoBref: https://infobref.com/audio [Découvrez Actualités InfoBref, un balado quotidien des principales nouvelles générales, parfaitement complémentaire d'InfoBref Affaires] Voir notre épisode hebdo «à retenir cette semaine»: https://www.youtube.com/@infobref Commentaires et suggestions à l'animateur Patrick Pierra, ou pour commanditer nos balados: editeur@infobref.com Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Join Steve and Laura as they give you today's closing market updates. Unsurprisingly, the market is down for the third straight day, but not by much! Allkem was on top today after news of it's merger. 6 of the 11 sectors were up today, with Tech performing the strongest and Utilities the worst. Westpac fell after trading ex-dividend and weighed on the financials sector. UK Banks to announce its interest rate decision tonight. Finally, the market has been following a trend of performing badly in the morning and lifting in the arvo, will we be able to cross over to positive territory tomorrow? The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional adviceSee omnystudio.com/listener for privacy information.

Lithium producers Allkem and Livent announce their intended merger, potentially forming the 3rd largest lithium product company by intended output by the end of the year. China's Shandong province sees offshore fixed base solar investment. Nikola sells its joint venture with Iveco in full European exit as it focuses on commercializing within the remit of US incentives.

Janet Yellen opinó sobre China, Rusia y el posible impago de las deudas de EE.UU. en la reunión de ministros de finanzas del G-7. El tercer productor de litio más grande del mundo después de la fusión de Livent y Allkem se centrará en construir una cadena de suministro en las Américas. En Bogotá, un proyecto con gran presencia de mujeres trata de mejorar la percepción del transporte público en la ciudad. Producción de Laura Millan (@lauramillanl) y Eduardo Thomson (@ethomson1).

We have an action-packed episode today with deals deals deals. The drama between Silver Lake, St Barbara and Genesis rolls on with a revised bid put forward by Silver Lake for St Barbara's Leonora assets. Then we move to the “merger of equals” between Allkem and American-listed lithium company Livent Corp, who hold neighbouring assets in both Canada and Argentina. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

US stocks closed broadly higher overnight closing off near best levels. Nasdaq posted its highest close since August, supported by a rally at Google +4.1% as the company rolled out more AI for its core search product. April CPI data was the highlight of the day coming in largely in line with expectations, regional banks under pressure again, treasuries stronger while the USD Index slipped. Dow Jones down 30 points (-0.09%). Dow at best up 210 and at worst down 322. S&P 500 up 0.24%. NASDAQ up 1.04%. VIX Volatility Index down 7.0%. In European markets Stoxx 50 -0.4%, FTSE -0.3%, CAC -0.49%, and DAX -0.37, up 0.02%. SPI Futures are down 12 points (-0.17%).HEADLINESASX to fall; US inflation eases.Nasdaq rallies as investors cheer inflation data, Alphabet.Stocks rise as U.S. inflation trends lower, bond yields slide.Yields drop after US consumer price data.European stocks fall after sticky U.S. inflation, upbeat earnings cap losses.US annual inflation slows to below 5%, price pressures still strong.US Congress, White House begin tough debt limit, budget negotiations.Disney shares slip as company loses streaming subscribers.Gold eases on profit taking after US inflation data.Weak Chinese demand outlook punishes copper.Lithium producers Allkem, Livent to combine in US$10.6 billion deal.Australia exports first copper to China since 2020, industry hopes end to ban near.Oil drops 1% after US data points to further rate hikes.Get up to speed with Henry Jennings' Pre-Market Podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

US equity futures are indicating a lower open as of 05:00 ET. This follows weakness in Asia, while European equity markets are lower. Markets await the April US CPI report today. Debt ceiling negotiations remain in stalemate. Geopolitical tensions between China and several western capitals are deepening on several fronts.Companies Mentioned: Syneos Health, Livent, Allkem, Entegris, Fujifilm

This week we cover higher US jobless claims, UK Wage inflation, softening NZ inflation, the RBA review, Tesla, Star Entertainment Group, Allkem and Santos. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230424 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

US equities closed lower overnight, with all three major benchmarks in the red. The decline followed a mixed bag of corporate earnings, including disappointing results from Tesla, which showed a fall in net income, and the company's announcement of further price cuts. CEO Elon Musk stated that he was willing to sacrifice margins in a push for market share. All three major averages are on track for a week of losses. The Dow and the S&P500 on track for their worst weekly performances since March. European stocks were mostly lower and investors are considering the outlook for interest rates, after UK inflation unexpectedly held above 10%, while wage rises slowed by less than expected. What to watch today:The SPI futures are suggesting the Australian market will drop 0.52% at the open this morning, following the broad selling globally overnight. In commodities: Oil prices have sharply fallen to a nearly-three week low, pressures by lingering concerns that higher interest rates could dampen growth and impact demand. Meanwhile gold is trading higher, recovering from yesterday's losses to trading at around US$2,000 an ounce, as the US dollar declined, and yields eased. Iron ore is higher, bouncing back above the US$120 per tonne mark, however remains close to the 3 ½ month low hit earlier this week. Trading Ideas:Bell Potter maintain a buy rating on Allkem (ASX:AKE), expecting cash generation to lift substantially from 2023 with ongoing strength in lithium demand, commodity prices and production growth. AKE is aiming to maintain 10% share of supply in a global lithium market experiencing unprecedented growth. Bell Potter have increased their price target from $18.61 to $19.89. At AKE's current share price of $11.64, this implies 71% share price growth in a year. Trading Central have identified a bullish signal in Flight Centre (ASX:FLT), indicating that the stock price may rise from the close of $18.94 to the range of $21.20 to $21.70 over 30 days, according to the standard principles of technical analysis. 

Following Liontown's rejection of $3.5bn acquisition bid from Albemarle, Howard and Rodney discuss what to expect next from M&A in WA.  PLUS check out our selection of not-to-be-missed highlights from Canada Rocks, our first ever (100% virtual) conference - which took place on March 21.  #lithium #Tesla #electricvehicles  Index: 0:00 - 05:01 A word on Liontown's rejection of Albemarle bid and introducing the Greatest Hits! 05:02 - 08:25 Key takeaways from Howard Klein's Welcome Address 08:26 - 11:13 Ken Brinsden's Fireside Chat: "You're outwardly disagreeing with Elon Musk!" 11:14 - 14:27 Sayona's exciting production milestones  14:28 - 16:49 Piedmont's audacious production ambition and Sayona partnership 16:50 - 20:07 Patriot on CV-5's large scale and larger possibilities  20:08 - 21:54 Winsome's upcoming news flow and drilling results? 21:55 - 25:38 Critical Element's opportune target price & a look towards the future spot price 25:39 - 27:36 Sarah Maryssael of Livent on the energy transition and significance of Quebec's lithium production 27:37 - 29:57 Allkem on James Bay's approval and project merits 29:58 - 32:20 Frontier's runway to 100m tonnes 32:21 - 34:38 Should Albemarle or Pilbara buy Sigma to preserve the spodumene duopoly? 34:39 - 44:09 Lithium Americas: A valuation analysis. Much more M&A activity to come? *THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.* If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website www.rkequity.com Intro and outro audio credit: Jamie Klein

Exploration results from F3 Uranium, Meridian Mining, Arizona Sonoran Copper and Palladium One. Allkem has an updated lithium resource out for Olaroz. Cameco is see $300M returned to them. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.

Overnight in the US, equities advanced higher in a late-day rally, with all three major benchmarks in positive territory. European stocks also moved higher in response to the Federal Reserve's meeting minutes, which showed that they're still committed to fighting inflation with interest rate hikes. Equities were in the green, with the STOXX 600, Germany's DAX and France's CAC all closing in the green, while the FTSE 100 ended the session lower. What to watch today:The Australian market is set to open slightly higher this morning, with the SPI futures suggesting a rise of 0.06%. In commodities: Oil prices are rallying, currently trading around US$75.56 per barrel, ending two days of losses, amid lingering concerns about tight global supplies. Russia has announced its plans to cut oil exports from its western ports by up to 25% in March, exceeding its announced output curbs of 500,00 barrels per day. The market is also expecting China's oil imports to hit a record high this year, amid rising demand for transportation fuel and as new refineries come online. US natural gas is trading 8% higher, however remained not far from a 29-month low, as the market monitors demand and weather forecasts, with recent projections pointing to cold-than-expected temperatures. Iron ore is trading at its strongest level in 8-months, with signs of stronger demand for Chinese construction, grouped with supply concerns. Gold has held its recent decline, at its lowest in 8-weeks, after the Fed's meeting minutes shoed that policymakers will continue interest rate hikes. Companies reporting today include Allkem (ASX:AKE), Aristocrat Leisure (ASX:ALL), BWX (ASX:BWX), Brambles (ASX:BXB), Harvey Norman Holdings (ASX:HVN), Link Administration Holdings (ASX:LNK)and Mineral Resources (ASX:MIN). Trading Ideas:Bell Potter maintain a BUY rating on Eagers Automotive (ASX:APE) after the company reported its earnings. 2022 revenue fell, but was in line with Bell Potter's expectations. Underlying operating profit before tax grew 1% to $405.2 million and was 3% above Bell's forecast of $392.4 million. The company provided strong revenue guidance and forecasts were upgraded. Bell Potter's price target dropped to $15 from $15.50, and at APE's current share price of $13, this implies 15.4% share price growth in a year. Trading Central has identified a bearish signal in Rio Tinto (ASX:RIO) indicating that the stock price may close from the close of $123.40 to the range of $114.50 to $116.25 over 62 days, according to the standard principles of technical analysis. 

The US Market rallied to start the week, led by the tech-heavy Nasdaq jumping more than 2% as investors weigh the Fed's rate path moving forward in favour of a slowdown in rate hikes to come. Favourable economic data released last week showed a decline in wholesale and retail sales in a sign consumer spending is also starting to cool. The Dow Jones added 0.76% to start the week and the S&P500 rallied 1.19%. Semiconductor shares, as well as Apple and Tesla shares all climbed on Monday amid hopes that the reopening of China would stimulate business for these tech companies.In Europe, markets started the week on a positive note as investors globally increasingly believe the Federal Reserve is ready to slow its rate hike pace amid signs of cooling growth in the US economy. Company earnings reports out in Europe also made waves yesterday with German fragrance and flavouring producer Symrise tumbling 7% after missing full year earnings expectations, while French liquor company Remy Cointreau shares rose 3% after Citigroup raised its rating from neutral to buy and raised its price target on the company.Germany's DAX closed almost half a percent higher on Monday, while the French CAC added 0.52% and in the UK, the FTSE100 rose 0.18%.What to watch today:Ahead of the local trading session, the SPI futures are expecting the ASX to open 0.31% higher on the back of a strong session on Wall St overnight.On the commodities front, oil is trading just 0.05% lower at US$81.59/barrel, gold is up 0.12% at US$1928.88/ounce, and iron ore is flat at US$124.50/tonne.The Aussie dollar is buying US$0.70 US cents, 91.81 Japanese yen, 56.52 British pence, and NZ$1.08.On the economic calendar today, NAB business confidence data for December is released with consensus expecting a rise of 3 points to -1 points for the month, after a fall of 4 points in November.Trading Ideas:Bell Potter has downgraded its price target on Allkem (ASX:AKE) from $19.45 to $19.36 but maintains a buy rating on the lithium company following the release of Q2 results. Bell Potter sees despite a record quarter at the company's flagship Olaroz operations, the Mt Cattlin project December quarter production of spodumene concentrate fell short of Bell Potter expectations and costs exceeded expectations. Bell Potter sees Allkem is through the worst at Mt Cattlin but expects an ambitious recovery in the second half of the financial year.Trading Central has identified a bullish signal on Ardent Leisure Group (ASX:ALG) following the formation of a pattern over a period of 61-days which is roughly the same amount of time the share price may rise from the close of $0.61 to the range of $0.74 to $0.78 according to standard principles of technical analysis.

The local market took no lead from Wall St overnight, closing Thursday's session 0.57% higher on the release of softer than expected jobs data out for December. Materials stocks led the gains today, as investors piled back into the sector following a few sessions of selling out earlier in the week, while tech stocks were sold off today.In economic data out today, Australia's jobs data for December was revealed and was vastly different to the figures economists were expecting. For the month, Australia's economy lost 14,644 jobs and the unemployment rate rose to 3.5%, compared to the expected plateau of 3.4% jobless rate and the adding of 22,500 jobs. The softer-than-expected jobs data fuelled the rally locally today as interest rate hike fears cooled and economies begin showing signs of slowing down globally.Nanosonics (ASX:NAN) soared 8% today after releasing a first half trading update including total revenue increasing 35% YoY to $81.6m, gross profit up 39% to $64.4m and global installed base rose to 31,120 units. The company is starting to see benefits of its recent sales model switch in the US to an in-house model from a distributor model. Netwealth (ASX:NWL) shares on the other hand were sharply sold off today after the company released a quarterly update including a significant slowdown in net inflows, down 42% on the PCP to $$2.087bn.The winning stocks for today were led by Nanosonics (ASX:NAN) rallying over 8%, Viva Energy (ASX:VEA) adding 4.74% and Pexa Group (ASX:PXA) lifting 3.77%. And on the losing end of the market, Netwealth Group (ASX:NWL) fell 9.19%, Novonix (ASX:NVX) lost 7.27% and Alumina (ASX:AWC) shed 6.76%.The most traded stocks by Bell Direct clients today were Rio Tinto (ASX:RIO), BHP Group (ASX:BHP) and Allkem (ASX:AKE).Oil has taken a hit today on increased recession fears following disappointing US retail data for December showing US retail sales declined more than expected and producer prices fell the most since April 2020. As a result of the renewed recession fears, oil traded at US$79/barrel today. Iron ore is trading 2.07% higher at US$123/tonne and gold has also rebounded to trade 0.35% higher at US$1910.34/ounce.The Aussie dollar is buying US$0.69, 88.38 Japanese Yen, 56.51 British Pence and NZ$1.08.

General Advice only

Disappointing retail sales data released in the US overnight saw Wall Street close in the red. The Dow Jones tumbled 1.8%, as investors took their profits from the strong start to the year. The S&P500 lost 1.6% and the Nasdaq down 1.2% European markets were mixed as uncertainty persisted on the economic outlook, which is a key topic of debate on the agenda at the World Economic Forum in Davos this week. The STOXX 600 gained 0.2% and France's CAC up 1%, while Germany's DAX closed flat and the FTSE100 closed 0.3% lower. What to watch today:The SPI futures are suggesting the Australian market will drop 0.42% at the open this morning. BHP (ASX:BHP)'s share price will be on watch today, with the mining giant set to releasee its second quarter production update. In commodities, oil is more than 1% in the red, at levels last seen in early December. Gold is trading higher at around US$1,903 per ounce, while iron ore is down to US$120.50 per tonne, dropping from the seven-month high of US$127 touched in the previous session. In economic data, at 11:30am AEDT the unemployment rate for December will be announced, expected to remain unchanged at 3.4%. Trading Ideas:Bell Potter maintains a BUY rating on Allkem (ASX:AKE) and have lowered their price target from $19.45 to $19.36. At AKE's current share price of $12.25, this implies 58% share price growth in a year. Trading Central have identified a bullish signal in Ampol (ASX:ALD), indicating that the stock price may rise from the close of $29.32 to the range $31.30 - $31.80, over 61 days according to the standard principles of technical analysis.  

The ASX had another lacklustre session today closing the day up just 0.1% as investors continued to sell off materials and utilities stocks, while piling into technology and healthcare stocks.Allkem (ASX:AKE) shares dipped today after the lithium producer released a December quarter trading updating including record sales revenue of US$151m from the company's flagship Olaroz operation despite softer sales units, and revenue of US$83 million from the Mt Cattlin operation. The company's Naraha project also successfully achieved first production of lithium hydroxide and the product quality exceeded expectations. AKE shares were caught up in the lithium stock sell-off in recent days though as demand outlook for EVs has been dampened by Tesla's price reductions and lithium price outlook reports. Ampol (ASX:ALD) shares rallied today after the petroleum company released fourth quarter results including the Lytton Refiner Margin remaining above historical levels averaging US$11.75 per barrel, while refinery production rose to 1580 ML, from 1546 ML in the third quarter including planned maintenance activities. Qantas (ASX:QAN) shares dipped in afternoon trade following the issue of a mayday call on QF144 from Auckland to Sydney just after 2pm today. The plane landed safely just after 3pm despite issuing the mayday call amid engine issues. Qantas shares rebounded in the last hour of trade after the plane landed safely to close the day up 0.76%.The winning stocks from today's session were, led by Sayona Mining (ASX:SYA) jumping almost 9% despite no price sensitive news out of the company today, while Telix Pharmaceuticals (ASX:TLX) rose 8.6% and Block Inc (ASX:SQ2) jumped 4.57% today. The stocks that weighed on the market today included Hub24 (ASX:HUB) falling 4.8% a day after the company provided quarterly results, Gold Road Resources (ASX:GOR) losing 4.56% and Capricorn Metals (ASX:CMM) shedding 4.53%.The most traded stocks by Bell Direct clients today were St Barbara (ASX:SBM), Macquarie Group (ASX:MQG) and Telstra (ASX:TLS).On the economic calendar today, the Bank of Japan maintained the country's short-term interest rate at -0.1% after 8-years of no change, despite recent signs indicating an increase in the rate may be imminent.Taking a look at commodities, oil is trading almost 1% higher at US$80.79/barrel, gold is down almost half a percent at US$1899/ounce and iron ore is trading -0.82% lower at US$120.50/tonne.The Aussie dollar is buying US$0.70, 91.86 Japanese Yen – boosted higher by the Bank of Japan not raising interest rates today, 56.9 British Pence and NZ$1.08.

The local market rebounded from Thursday's sell-off on Friday to close the session 0.5% higher, boosted by a surge in energy stocks on the back of a rebound in the price of oil, up 4.30% to US$98.74 per barrel. Block Inc. (ASX:SQ2) was the leading stock on Friday, gaining 10.93% after the fintech company released a Q3 trading update that beat market expectations. Coronado Global Resources (ASX:CRN) extended its rally on Friday adding 8.61%, while Allkem (ASX:AKE) added just over 6% in the last trading session of the week. On the losing end, Ramelius Resources (ASX:RMS) fell 5.63% despite no price sensitive news out of the gold mining company on Friday. Blackmores (ASX:BKL) fell 3.72%, and Hub24 (ASX:HUB) lost 3.27% on Friday. The most traded stocks by Bell Direct clients on Friday were Pilbara Minerals (ASX:PLS), Allkem (ASX:AKE) and Woodside Energy (ASX:WDS). Over in the US, Wall Street rallied on Friday after nonfarm payrolls grew by 261,000 in October, which well exceeded market expectations of an increase between 190,000 - 205,000. The unemployment rate in the US increased to 3.7% with the biggest job gainers by industry including health care, professional and technical services and leisure and hospitality. Average hourly earnings in the US also rose 0.45 for the month and were up 4.7% from a year ago. The Dow Jones added 1.26%, the Nasdaq rose 1.28% and the S&P500 jumped 1.36% on Friday. Pfizer shares jumped 1.4% after the biotech company announced it has commenced an early-stage study of a combined COVID-19 and flu vaccine. Over in Europe, the STOXX600 closed 1.9% higher on Friday after a big week of corporate earnings results. German sportswear brand Adidas jumped 20% on Friday to top the STOXX600 after announcing new collaborations following its split from artist Kanye West. Germany's DAX added 2.51%, the French CAC rose 2.77% and in the UK the FTSE100 added 1.03%. What to watch today:The ASX is expected to rise 1.32% on the back of the rally on Wall Street that ended last week.In economic data today, China's trade balance data for October is out today with the market expecting an increase in China's trade surplus to $95.95 billion from $84.74 billion in September. Local investors will be keeping a close eye on local data out tomorrow in terms of Westpac Consumer Confidence data for November and NAB Business Confidence data for October out tomorrow.In commodities, it's a green run to start the week with crude oil up 5.04% at US$92.61 per barrel, brent crude is up 4.30% at US$98.74 per barrel, natural gas is soaring 8.3%, gold is up 3.15% at US$1680.54 per ounce and iron ore is up 4.71% at US$89 per tonne.The Aussie dollar has strengthened to buy 64.64 US cents, 57 British Pence, 94.58 Japanese Yen and 1 New Zealand dollar and 9 cents. Trading Ideas: Trading Central has identified a bullish signal on Strandline Resources (ASX:STA) following the formation of a pattern over a period of 35-days which is roughly the same amount of time the share price may rise from the close of $0.43 per share to the range of $0.58 to $0.62 per share according to standard principles of technical analysis.Trading Central has also identified aa bearish signal on JB Hi-Fi (ASX:JBH) following the formation of a pattern over a period of 24-days which is roughly the same amount of time the share price may fall from the close of $42.50 to the range of $35.25 to $36.50 according to standard principles of technical analysis.

The ASX succumbed to the pressure of the global market sell-off today, closing Tuesday's session 0.34% lower despite a morning rally. Investors sharply sold out of energy stocks amid a decline in the price of oil, while also weighing up declining consumer and business confidence data which were released today for September and October respectively. Westpac Consumer Confidence slid almost 1% for October, while NAB Business Confidence data dropped 5 points in September amid difficult business and economic conditions.The oil and gas mining giants took a hit today on the declining price of oil, with Beach Energy (ASX:BPT) falling 2.5%, Woodside Energy (ASX:WDS) shedding 2% and New Hope Corporation (ASX:NHC) ended the day down 1.2%.Despite the market closing lower, some stocks made headlines for surging ahead today including John Lyngs Group (ASX:JLG), which recovered 6% of yesterday's sharp sell-off, while Allkem (ASX:AKE) added nearly 5% and Orica (ASX:ORI) gained 4.4% today.On the losing side, Sayona Mining (ASX:SYA) was the worst performing stock on the ASX200 today despite no price sensitive news released by the lithium producer today. Imugene (ASX:IMU) continued its sell-off today, losing 5.5%, despite no news out of the company. Megaport (ASX:MP1) rounded out the bottom three performing stocks today, closing just under 5% lower. Baby retailer Baby Bunting (ASX:BBN) shares tanked more than 20% today after the company issued a warning about the company's gross profit margin as it fell 208 basis points over the PCP to 37.2%. While travel business Helloworld Travel (ASX:HLO) fell 0.5% today, despite the company releasing an update flagging a rebound in travel is imminent as its total transaction value soared 352% in the September quarter to $561m from the same period a year earlier.On the economic data front for tomorrow there is no local data released tomorrow, however overseas the UK's GDP data for August will be released tomorrow afternoon and US Producer Price Index data for September will be out later tomorrow night.The Australian dollar has weakened again, trading at 62.6 US cents, 57.19 British Pence, 91.16 Japanese Yen and 1 New Zealand dollar and 13 cents.

General Advice Only

Allkem (AKE) MD & CEO, Martín Pérez de Solay, speaks with Tom Piotrowski about the company's full year results. The lithium chemicals producer was formed in August 2021 from the merger of Orocobre Ltd and Galaxy Resources. Martín and Tom also discuss demand for lithium as well as the role it plays in global carbon reduction initiatives. This report is approved and distributed in Australia by Commonwealth Securities Limited based on information available at the time of publishing and any opinions, statements or recommendations are reasonably held or made as at the time of its compilation. The information in the report is subject to change without notice and do not reflect the view of CBA Group or any other employees within CBA Group. To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. The information has been prepared without taking account of the objectives, financial situation or needs of any particular individual. For this reason, any individual should, before acting on this information should consider the appropriateness of the information, having regards to the individual's objectives, financial situation or needs, and, if necessary, seek appropriate professional advice. You can view the Terms and Conditions, Product Disclosure Statement, Best Execution Statement and Financial Services Guide, and should consider them before making any decision about our products and services. Past performance is no guarantee of future performance. Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945.  CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited (formerly Chi-X Australia Pty Limited), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The local market see-sawed throughout the first trading session of the week before closing the day down 0.28%, led by a sell-off in utilities and tech stocks, while real estate stocks recovered some losses from Friday's sharp sell-off.Looking at the best performing stocks today, Lake Resources (ASX:LKE) recovered some of last week's losses to close 12.37% higher today after the lithium miner released another update on its Kachi Lithium Project to alleviate investor concerns over the dispute with its project partner Lilac Solutions, with Lake Resources today saying that ongoing work is being done by Lilac and all parties are confident that on-site operations will be successful. Other stocks that investors bought into today included Pilbara Minerals (ASX:PLS) and a number of other lithium producers today as investors pile into the EV-battery metal sector today. Oz Minerals (ASX:OZL) and Sandfire Resources (ASX:SFR) also each added more than 3% today. Investors sharply sold out of Sayona Mining (ASX:SYA) shares today as today is the first day the company trades as part of the ASX200, while Magellan Financial Group (ASX:MFG) fell 5.75% today and Breville Group (ASX:BRG) lost 5.2%. Investors also fled buy now, pay later stocks today, which saw Block (ASX:SQ2) shares tumble 4.46%, as investors speculate an aggressive rate hike from the Fed's in the US will be announced on Wednesday.The top traded stocks by Bell Direct clients today were Pilbara Minerals (ASX:PLS), Lynas Rare Earths (ASX:LYC), BHP Group (ASX:BHP), Fortescue Metals Group (ASX:FMG) and Allkem (ASX:AKE).Taking a look at economic data, tomorrow is the big release day of the RBA's September meeting minutes which investors have been anticipating to determine whether the RBA really is dovish about the way forward for lower interest rate hikes or whether they will continue to aggressively act to curb inflation.

The US market closed higher for the fourth straight session off the back of growing confidence that inflation has peaked. Also boosting sentiment was a weaker US dollar. This saw the Dow rise more than 200 points, and both the S&P500 and Nasdaq lift more than 1%. Investors are now awaiting the release of the August consumer price index report on Tuesday morning US time. In Europe, markets also closed higher, with the German DAX up the most, rising 2.4%. What to watch today:The SPI futures are suggesting that the ASX200 will open 0.6% higher.Economic news wise, we'll get an update on just how confident both consumers and businesses are in the current market. At 10:30am AEST, Westpac's Consumer Confidence reading will be announced, and at 11:30am, NAB's Business Confidence for August will be released.AGL Energy (ASX:AGL) will be on watch today, after the gas and electricity provider revealed after market close yesterday that the Loy Yang A Unit 2 will be out of action for longer than expected, after a defect was identified. Management however expects its strong performance during August and September to help offset the earnings impact.In commodities:Oil prices rose off the back of supply uncertainty. The gold price also gained as the US dollar slipped. And the spot iron ore price traded nearly 3% higher to US$105 a tonne.Stocks going ex-dividend today include Grange Resources (ASX:GRR), TPG Telecom (ASX:TPG), IVE Group (ASX:IGL), Inghams (ASX:ING) and News Corp (ASX:NWS). If you hold Domain Holdings (ASX:DHG), GUD Holdings (ASX:GUD) or APA Group (ASX:APA), you will receive your dividend payment today.  Trading Ideas:Bell Potter have maintained its Buy rating on lithium miner, Allkem (ASX:AKE) and have increased its price target from $18.76 to $20.04. Bell Potter expect AKE's cash generation to lift substantially into 2023, given the ongoing strength in lithium demand, commodity prices and production growth. At its current share price of $15.53, Bell Potter's price target of $20.04 implies about 29% share price growth in a year. Trading Central has a bearish signal on property group Aspen Group (ASX:APZ) indicating that the stock price may fall from its close of $1.66 to the range of $1.45 - $1.49, in the next 21 days according to standard principals of technical analysis.

Florian Söllner, leitender Redakteur bei DER AKTIONÄR, blickt jede Woche auf die spannendsten Entwicklungen im Tech-Sektor.

For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies. In this episode Christian discusses...  How his love of investing started in his youth by turning 5k into 100k. How the Russian bear market of 2011-15 shaped his investment approach. How he structures his portfolio to benefit in bear markets.  His thesis for investing in Daqo New Energy and Allkem. More information about Christian and his firm can be found at arrinvestments.com*Apologies for the sound quality in parts of this recording.Hosted by Jon Kingstonhttps://twitter.com/equitybaron--->NEWSLETTERJoin the newsletter for more investment ideas ->https://capitalemployed.substack.com--->SUPPORTIf you enjoy the podcast you can help support the show by doing the following:Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.Or simply share the episode with your investing friends.Thanks for listening.--->FOLLOWYou can follow the podcast on:WebsiteTwitterLinkedInYouTube--->DISCLAIMERPlease note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.#investing #stocks #finance #business #smallcaps #entrepreneurs---Produced by kingsizemetrics.com

Gold und Silber konnten zwar am Mittwoch ein kleines Comeback feiern. Doch von einer Trendwende zu reden, dafür ist es sicherlich noch zu früh.

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über die Angst vor dem ganz großen Zinsschritt, Gamestops Pläne mit NFTs und wie man mit Materialien der Disruption smart in die Technologien von morgen investiert. Außerdem geht es um Twitter, Thyssenkrupp, RWE, Engie, Verbund, Halliburton, EOG, Marathon Oil, Samsung Electronics, Albemarle, Huayou, IGO Ltd., Allkem. China Nothern, Boliden, Anglo American und Impala Platinum. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The story of the day was the RBA raising the official cash rate by a further 50 basis points for September, taking the rate from 1.85% to 2.35%, which was in line with market expectations. The RBA also said it is committed to continue raising the cash rate.The market rallied in the first hour of trade before turning lower and closing the session down 0.4%. Investors sold out of financial stocks today in anticipation that the big banks will pass on the full interest rate hike to customers.Lithium stocks performed well today after a number of broker upgrades including Macquarie reiterating its ‘outperform' rating on Allkem (ASX:AKE), while Jefferies lifted its price targets on IGO (ASX:IGO), Pilbara Minerals (ASX:PLS) and Allkem (ASX:AKE). The rally in lithium stocks was led by Core Lithium (ASX:CXO) surging almost 10%. Other winning stocks for today's session were Lake Resources (ASX:LKE) which added 9.55%, Paladin Energy (ASX:PDN) which jumped 7.8%, and Pilbara Minerals (ASX:PLS) which closed the session up just over 7%.And on the losing front, Breville Group (ASX:BRG) led the losses today falling almost 5%, Incitec Pivot (ASX:IPL) shed 3.66% and GrainCorp (ASX:GNC) ended the day down 2.9%. The top traded stocks by Bell Direct clients today were Commonwealth Bank (ASX:CBA), Pilbara Minerals (ASX:PLS), and Whitehaven Coal (ASX:WHC).In economic news, Australia's current account balance was also released today. The nation's current account surplus jumped to $18.3 billion in the second quarter which fell short of market expectations of $20.8 billion, but a major increase from a fall to $2.8 billion in the previous quarter. The increase in the current account for the second quarter was driven by higher commodity prices.Tonight, the US will have its first trading session of the week with investors keeping a close eye on if the sell-off from last week will continue into the new trading week.On the economic data front, US Global Services PMI is out tonight, in addition to ISM Non-Manufacturing business activity, PMI and Employment for the month of August with the market expecting a decline across each of these metrics from the month of July. Locally, investors will be awaiting GDP data out tomorrow for the second quarter to see if Australia's economy continued to grow during the most recent period. The market is expecting growth of 1%, up 0.2% from the first quarter.

Without a Wall Street lead and ahead of an RBA meeting, the ASX200's early gains were fleeting, with the index grinding lower throughout the session to finish down 0.38% and at 6826.The sell-off gathered pace after the RBA handed down its decision; a 50 point hike as expected, and a tacit commitment to data dependency, with policy “not on a pre-set path”. The AUD/USD reclaimed an intra-day dip following the meeting.Across the market: IT and energy stocks lifted, the latter supported by moves from Russia to cut gas supply into Europe and a decision by OPEC+ to reduce output. New-energy stocks outperformed. Pilbara Minerals finished the session 6.9% higher, Allkem added 4.3%, while Paladin gained 7.2%. The lithium miners were bolstered by a bullish broker note from Jefferies.As far as the laggards go, Super Retail dropped 6% as the stock went ex-dividend. Codan was down 4.9%, and Breville was off by 4.5%.Magellan was the stock of the day, watch all 11 stocks covered in the call here.Our top videosOil, gas, mining. What's on Shawn Hickman's radar?No rubbish in these results Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In this episode I briefly speak about why I believe the "Big Banks" have, for the most part, gotten their recent price forecasts wrong. The rest of the episode is answering listener questions: Topics: The Inflation Reduction Act Permitting DOE Loan Program DLE Canada's future in lithium The EU vs North America in battery supply chain development Companies mentioned: SQM, Albemarle, Ganfeng, Tianqi, Lithium Americas, Pilbara Minerals, Mineral Resources, Rio Tinto, Green Technology Metals, Tesla, Galan Lithium, Livent, Allkem, Wesfarmers, Frontier, Critical Elements, E3 and several more

Die Märkte warten gespannt auf die Rede von Fed-Chef Jerome Powell am morgigen Freitag in Jackson Hole. Werden die Zinsen im September um weitere 75 Basispunkte steigen oder werden es 'nur' 50 Basispunkte sein?

Yesterday, our local market nudged 0.3% higher, reaching a six-week high, with six of the 11 industry sectors posting gains. Energy shares led the way. Meanwhile, consumer discretionary and healthcare shares were the biggest decliners. Looking at the ASX200 leaderboard, BNPL stock Zip (ASX:ZIP) advanced the most, rising nearly 20%, and closing above $1 for the first time in two months. There was no news out from Zip, so it's likely investors are still feeling positive about last week's quarterly update. Another top performer was Paladin Energy (ASX:PDN). Its share price gained 8.1% following the production restart of one of its uranium projects. The worst performers yesterday included Iress (ASX:IRE), Flight Centre (ASX:FLT) and Perseus Mining (ASX:PRU). The most traded stocks by Bell Direct clients yesterday included National Australia Bank (ASX:NAB), Lake Resources (ASX:LKE) and Zip Co (ASX:ZIP).Moving to the US, all three benchmarks closed lower. Stocks fell after Walmart cut its earnings forecast because of rising food inflation. This dragged down other retail shares and added concern that consumer spending might not be strong enough to keep the US out of a recession. And on Tuesday, the US Fed began its two-day policy meeting. Investors are widely expecting a three-quarter percentage point hike and will be looking for clues on the future interest rate path. What to watch today:In line with the poor session we saw in the US, the ASX200 is expected to fall 0.54% at the open if you go by the SPI futures.The ABS will release its latest inflation figure, also known as the Consumer Price Index. It's likely to be a dull announcement for investors and households, with the annual reading expected to come in at 6.2%, which will be the highest reading in more than 30 years, leaving the door open for the RBA to continue its aggressive rate hikes. IGO (ASX:IGO) and St Barbara Mines (ASX:SBM) will be reporting their quarterly production results. Rio Tinto (ASX:RIO) will be reporting its earnings results after market close today. Moving to commodities: Natural gas hit its highest level since 2008, and is on pace for its best month as Russia cut supply and as high temperatures around the world stoke demand. So keep watch of ASX gas companies like AGL Energy (ASX:AGL) and Origin Energy (ASX:ORG). The oil price fell 1.3% to US$95 a barrel. Gold also came under pressure, trading at US$1,717 an ounce.The spot iron ore price trades 1% higher at US$104 a tonne. Iluka Resources' demerger, Sierra Rutile, will be debuting as its own ASX-listed company today under the ticker code SRX on a deferred settlement basis.Kelly Partners Group (ASX:KPG) and Mirrabooka Investments (ASX:MIR) are set to go ex-dividend today. And lastly if you hold Premier Investments (ASX:PMV) you will receive your dividend payment today.Trading Ideas:Bell Potter have maintained its Buy rating on Perpetual (ASX:PPT) however with a reduced price target from $42 to $38.40. At its current share price of $28.97, this implies about 33% share price growth in a year. Trading Central has a bullish signal on Allkem (ASX:AKE) indicating that the stock price may rise from the close of $10.45 to the range of $12.60 - $13.20 in the next 37 days according to standard principals of technical analysis.

General Advice only

Our local market closed 0.6% lower yesterday, partly due to comments made by the RBA's deputy governor, who stated that the official interest rate will move “a fair bit higher than where we currently are.” This put pressure on tech shares, which are interest rate sensitive. They declined 3%. And only two of the 11 industry sectors gained: energy was the best performer, up 2.5% and utilities gained 1%.While Xero (ASX:XRO) and EML Payments (ASX:EML) declined with the broader tech sector, the top performers on the ASX200 were Lake Resources (ASX:LKE), Pendal Group (ASX:PDL) and Whitehaven Coal (ASX:WHC).WHC was also the most traded stock by Bell Direct clients. Its share price closed 5.5% higher, following its Q4 update where the company reported that it expects to deliver an EBITDA worth $3 billion for the 2022 financial year. And WHC reported a strong quarter off the back of record coal prices. A number of brokers yesterday released positive reports on the coal miner as well. Bell Potter rate WHC a Buy. Citi upgraded WHC from Neutral to Buy. Morgans have an Add rating and Macquarie and Credit Suisse have an Outperform rating. So, brokers are optimistic on WHC at the moment. Its current share price is $6.21, and broker price targets range from $6.70 by Morgans, to $7.85 by Citi.Overseas, European stocks rallied with earnings season kicking off, and positive momentum from Wall Street. The STOXX 600 index closed with a gain of 1.4%, and this week investors will be waiting for the European Central Bank's policy meeting on Thursday in Frankfurt, as policymakers have given advance notice of the first-rate hike in 11 years.US equities saw a strong session overnight. The Dow Jones gained more than 750 points, up 2.4%, the S&P500 gained 2.8% and the tech-heavy Nasdaq closed with a 3.1% gain. This is off the back of strong corporate earnings reports coming in, bringing all three major averages above their 50-day moving averages for the first time since April.What to watch today:The Australian market is set to open higher, with the SPI futures suggesting a rise of 1.21% at the open this morning.In commodities,The price of oil is trading 2.5% lower currently, around US$100 per barrel, with reports that in at least the near term, it's unlikely that supply gaps will be filled by additional output from OPEC. This is despite efforts from the US government to bring more oil to markets, in the aim of taming energy costs.The price of gold is trading slightly higher, however remains close to its lowest levels in almost a year, with the constant pressure of US monetary tightening.Seaborne iron ore has dropped 2%.Coal is trading higher. China is the world's largest coal consumer and they've announced that they may lift an almost two-year ban on Australian coal. So, keep watch of coal stocks today.A few companies are set to release their quarterly reports, so keep watch of their share price movements today as well. These include 29Metals (ASX:29M), Allkem (ASX:AKE), Atlas Arteria Group (ASX:ALX), Beach Energy (ASX:BPT), Cooper Energy (ASX:COE), Northern Star Resources (ASX:NST), Perseus Mining (ASX:PRU) and Megaport (ASX:MP1).BHP released its quarterly report yesterday, and its production for copper and iron ore was in line with guidance. Following the report, Goldman Sachs reiterated its Buy rating, but trimmed their price target to $40.80. Macquarie, however, have a $50 price target, with an Outperform rating.Trading Ideas:Bell Potter maintain their Buy rating on Alkane Resources (ASX:ALK), as its June quarter update saw several important business development milestones. Bell Potter's price target is $1.30, and at ALK's current share price of $0.72, this implies 81.8% share price growth in a year.Trading Central have identified a bearish signal in ResMed (ASX:RMD), indicating t

Our local market started the new trading week with a gain of 1.2%, supported by a strong session on Wall Street and in Europe on Friday.Sectors wise, tech stocks led the day's gains. Energy stocks also performed well after Brent oil prices jumped on Friday. Financials climbed about 1.4%, with three of the big four banks rising. Meanwhile, the healthcare sector dropped 0.5%. The best and worst ASX200 performers: BrainChip (ASX:BRN) surged 13.9%, following strong gains on the Nasdaq on Friday. BRN was not alone, other tech stocks also lifted, like Life360 (ASX:360), NOVONIX (ASX:NVX) and WiseTech Global (ASX:WTC). Building materials supplier, Boral (ASX:BLD) closed in the green also, up 6.2%. On the flip side, the worst performers included a2 Milk (ASX:A2M), Fisher & Paykel Healthcare (ASX:FPH) and Endeavour Group (ASX:EDV).   The most traded stocks by Bell Direct clients yesterday included Sims (ASX:SGM), PayGroup (ASX:PYG), the BetaShares Australian Strong Bear Hedge Fund (ASX:BBOZ) and Whitehaven Coal (ASX:WHC).Moving to the US, all three benchmarks closed lower following a late selloff that wiped out some strong intraday gains. The Dow closed 200 points lower and the S&P500 and Nasdaq both declined 0.8%. What to watch today:Following the negative session in the US, the SPI futures are suggesting that our market will open 0.32% lower.  Keep an eye on ANZ (ASX:ANZ) and Suncorp (ASX:SUN), after Suncorp accepted a $4.9 billion bid from ANZ to take over its banking business. ANZ is currently in a trading halt while it goes to its shareholders to raise $3.5 billion in additional funds to pay for the deal. This isn't expected to be completed for at least 12 months as it requires a number of regulatory approvals.In economic news, today sees the release of the minutes from June's monetary policy meeting held by the RBA. There are a number of Australian commodity companies reporting their Q4 results this week, including lithium player, Allkem (ASX:AKE) and oil companies Beach Energy (ASX:BPT) and Woodside Energy (ASX:WDS). Today, we'll hear from the largest company on the ASX, BHP Group (ASX:BHP). Other companies reporting today include HUB24 (ASX:HUB) and Ampol (ASX:ALD). In commodities, oil prices lifted, boosted by growing concerns over gas supply from Russia and a lower dollar. The gold price firmed, as the pullback in the dollar helped bullion recover some of its recent losses. The spot iron ore price trades 4.3% lower at US100 a tonne.Trading Ideas:Bell Potter have maintained its Buy rating on Whitehaven Coal (ASX:WHC). WHC reported unaudited financial year 2022 EBITDA of $3b and year end net cash of $1b, which Bell Potter highlighted was an outstanding result. The better than expected result was driven by record thermal coal prices and strong price realisation. Yesterday, WHC rose 5.6% off the back of these strong results.  Trading Central has a bullish signal on investment advice company, Praemium (ASX:PPS) indicating that the stock price may rise from the close of $0.68 to the range of $0.87 - $0.91 in the next 53 days according to standard principals of technical analysis. 

Our local market started the new trading week with a loss of 1.1%, with the majority of the industry sectors in the red. The materials and tech sector felt the most pressure, as investors braced for a US inflation reading, as well as domestic jobs update later this week. Looking at the ASX200 leaderboard, EML Payments (ASX:EML) fell a massive 25% after its chief executive Tom Cregan exiting the fintech group with no explanation. NOVONIX (ASX:NVX), Costa Group Holdings (ASX:CGC) and Domino's Pizza (ASX:DMP), were all hit with bearish broker notes, while lithium company Lake Resources (ASX:LKE) plunged 6.3%, following revelations that the stock is now being heavily shorted off the back of its CEO's resignation last month and pessimistic projections for lithium demand. On the flip side, the best performers yesterday included New Hope Corporation (ASX:NHC), Imugene (ASX:IMU) and Suncorp Group (ASX:SUN).The most traded stocks by Bell Direct clients yesterday, there were multiple financial stocks like three of the big four banks, as well as Bank of Queensland (ASX:BOQ), and mining stocks like BHP Group (ASX:BHP) and Allkem (ASX:AKE).In the US, equities fell on Monday as investors prepare for big company earnings reports and US economic data, including consumer prices, retail sales and factory output due out later in the week, which will give an indication of the extent to which inflation has peaked, as well as how inflation is impacting businesses. The Dow Jones shed 165 points, the S&P500 fell 1%, while the Nasdaq broke its five-day winning streak, down 2.3%What to watch today:Despite Wall Street losing some ground overnight, the SPI futures are suggesting our market is set to open 0.28% higher.Economic news wise, we'll get an update on business confidence for June, which slowed to 6 points in May, down from 10 previously. If the confidence indicators underperform today, we could see the Aussie dollar respond with losses.Moving to commodities, oil prices pulled back overnight, following concerns about rising COVID cases in China. The gold price also came under pressure, off the back of a stronger US dollar. And the spot iron ore price trades at US115 a tonne.Stocks going ex-dividend today include Metcash (ASX:MTS) and Sunland Group (ASX:SDG), which will likely cause these stocks to trade lower today as investors take their profits.Trading Ideas:Bell Potter have transferred analyst coverage on EROAD (ASX:ERD). The rating on the stock has been maintained as a Buy however with a reduced price target, from $3.40 to $2.75. Bell Potter remain positive on the company and its outlook. At its current share price of $2.00, this implies 37.5% share price growth in a year.Trading Central has a bearish signal on AGL Energy (ASX:AGL), indicating that the stock price may fall from the close of $8.26 to the range of $7.60 - $7.75 in the next 16 days according to standard principals of technical analysis.  

Our local market rebounded last week, gaining 2% week-to-date. Most sectors gained WTD, apart from industrials and materials. And taking a quick look at Friday's session, a rebound in commodities boosted Australian shares and the market closed 0.5% higher, with energy and materials in the lead. Australian shares were largely unaffected by the declines in share markets across Asia on Friday afternoon, following reports that the former Japanese Prime Minister was shot during an election speech. Instead, energy producers and gold miners gained, as well as the tech sector which followed a strong lead by the Nasdaq. The ASX200 was once again led by family app Life360 (ASX:360). The most traded stocks by Bell Direct clients on Friday were Worley (ASX:WOR), BHP Group (ASX:BHP), Wesfarmers (ASX:WES) and Mineral Resources (ASX:MIN). European stocks closed with solid gains, ending the week in positive territory. The STOXX 600 closed the day 0.5% higher, with most sectors in the green. Investor focus was on the US employment report for June, which displayed a stronger than expected month of hiring. It was a key piece of data, as the Federal Reserve is closely watching the labour market and inflation figures as it continues to plan its course for monetary policy. US equities closed mixed. The Dow Jones closed slightly lower, down 0.2%, while the S&P500 closed flat. Meanwhile, the tech-heavy Nasdaq slightly rose 0.1%, its fifth straight day of gains. What to watch today:The Australian market is set to open higher, with the SPI futures suggesting a 0.3% rise at the open this morning. Keep watch of Woolworths (ASX:WOW) after Goldman Sachs this morning added the stock to its conviction list, which is a list of stocks they expect to outperform. The broker also reiterated its Buy rating with a price target of $40.50. In commodities, oil prices are trading lower, while gold and iron ore are in the green.  Trading Ideas:Bell Potter maintain a Speculative Buy rating on Chalice Mining (ASX:CHN) with a valuation of $11.10. At its current share price of $4.01, this implies 177% share price growth in a year. Meanwhile, Macquarie have an Outperform rating on the gold miner and have retained their $7.30 price target. Trading Central have identified a bullish signal in Allkem (ASX:AKE) indicating that the stock price may rise from the close of $10.46 to the range of $12.70 to $13.20 over 25 days according to the standard principles of technical analysis. 

Our local market closed started the new trading week and final week of the financial year with a solid gain of 1.9%, supported by a strong rebound in bank stocks. All eleven industry sectors posted gains, with the financials, energy, tech, and consumer discretionary sectors all gaining more than 2%. Imugene (ASX:IMU) jumped a massive 46% after the company reported positive survival rates amongst advanced gastric cancer patients treated with HER-Vaxx. Also performing well were lithium stocks like Core Lithium (ASX:CXO), Liontown Resources (ASX:LTR), Lake Resources (ASX:LKE) and Allkem (ASX:AKE). While the worst performers yesterday included Evolution Mining (ASX:EVN), Northern Star Resources (ASX:NST) and Ramelius Resources (ASX:RMS).The most traded stocks by Bell Direct clients yesterday were Sims (ASX:SGM), Woolworths (ASX:WOW) and CSL (ASX:CSL). In the US, all three benchmarks started the new trading week in the red, with tech and consumer names coming under pressure, while the energy sector managed to gain 2.8%.   What to watch today:Following the negative session in the US, our local market is set to open slightly lower this morning if you go by the SPI futures.KFC owner, Collins Foods (ASX:CKF) is set to release its full year results for 2022 today. No guidance has been given, but the market will be looking for further growth after its positive first-half report.  In commodities, oil prices traded higher on the prospect of even tighter supplies, as the Group of Seven nations examine a new package of actions aimed at increasing pressure on Russia over its war in Ukraine. The gold price fell on a weaker dollar as recession fears continue. The nickel price took a hit, dropping 6.8% and the spot iron price is trading lower at US$116 a tonne.  If you hold Champion Iron (ASX:CIA) or GQG Partners (ASX:GQG), you will receive your dividend payment today.Bindi Metals will be debuting on the ASX today. It will be trading under the ticker code BIM.Trading Ideas:Citi have upgraded its rating on Iluka Resources (ASX:ILU) from a Sell to a Buy and have maintained its price target at $10.25. The upgrade is due to its share price correction and Citi's view that China's property starts are now near their low. At its current share price of $9.25, this implies 13.5% share price growth in a year.Trading Central has a bullish signal on Aristocrat Leisure (ASX:ALL) indicating that the stock price may rise from the close of $34.80 to the range of $39.75 - $40.75 in the next 43 days according to standard principals of technical analysis.  

Week-to-date the ASX200 rebounded 1.6% and gained 0.8% on Friday. Lithium shares such as Allkem (ASX:AKE), Liontown Resources (ASX:LTR) and Pilbara Minerals (ASX:PLS) all gained, as well as Vulcan Energy (ASX:VUL) after announcing its brought on board Stellantis, the European automotive manufacturing giant, as its second largest shareholder. And tech stocks made strong gains on Friday. It was the best performing sector, up 6%, with family app Life360 (ASX:360) and BNPL company Zip (ASX:ZIP) leading the ASX200, up 22% and 25% respectively. The tech rally followed the jump in US tech shares the previous session. The most traded stock by Bell Direct clients was Lake Resources (ASX:LKE), which rebounded 15% on Friday, after falling 55% Monday to Thursday, following the departure of the company's CEO. Lake Resources was the worst performing stock of the week, down 49% Monday to Friday. Also highly traded on Friday was Chalice Mining (ASX:CHN), Westpac (ASX:WBC), Amcor (ASX:AMC) and BHP Group (ASX:BHP). European stocks had their best session in over three months and US equities also made a strong comeback. All three major US benchmarks rallied. The Dow Jones added more than 800 points, up 2.7%, the S&P500 closed 3% higher at the close, and the tech-heavy Nasdaq also rallied 3% higher.What to watch today:The Australian share market is looking optimistic following the positive session in New York. The SPI futures are suggesting a lift of 1.6% at the open this morning. In commodities, oil has dropped further, now trading around US$106 a barrel with expectations of a slowdown in demand and the production shutdown in Libya, making it more difficult for OPEC to meet the production targets. Meanwhile the price of gold is higher, while iron ore is in the red. Metcash (ASX:MTS) is set to report its earnings today.Trading Ideas: Bell Potter maintain their Buy rating on Nufarm (ASX:NUF) and have lowered their price target from $7.85 to $6.65. There has been a material rerating in global crop protection and domestic peer trading multiples in recent weeks, and Nufarm hasn't been immune to the sell off, however Bell Potter continue to see the stock as better placed to navigate a normalisation in Australian crop conditions than its peers. At its current share price of $4.99, the price target implies 33% share price growth in a year.Trading Central have identified a bullish signal in Woolworths Group (ASX:WOW), indicating that the stock price may rise from the close of $35.46 to the range of $37.60 to $38.10 over 23 days according to the standard principles of technical analysis. 

Gold gelingt es weiter nicht, die Marke von 1.860/1.865 Dollar nachhaltig aus dem Markt zu nehmen. Auch bei Silber sieht es nicht besser aus. Hier hat sich der Bereich rund um 22,60 Dollar als hartnäckiger Widerstand herauskristallisiert.

The Aussie share market fell slightly this week, down 0.1% (Mon-Thu), with utilities, tech and financials coming under pressure.In this week's wrap, Sophia covers:(0:10) Lithium stocks falling deep in the red(2:02) Why a2 Milk Company (ASX:A2M) gained 9%(2:55) Catapult Group (ASX:CAT) declining after disappointing results(3:20) The most traded stocks & ETFs by Bell Direct clients(3:50) Two economic news item to watch out for

Florian Söllner, leitender Redakteur bei DER AKTIONÄR, blickt jede Woche auf die spannendsten Entwicklungen im Tech-Sektor.

Yesterday, the Aussie share market started the month of June with a gain of 0.3% or 22 points, despite a huge lithium sell-off.The market was mixed. The communication services sector advanced the most, while the utilities sector fell a massive 5.3%.  Looking at the ASX200 stock leaderboard, lithium miners, like Pilbara Minerals (ASX:PLS), Liontown Resources (ASX:LTR) and Allkem (ASX:AKE) were amongst the worst performers, all falling over 15%. This is due to three key factors: Firstly, Goldman Sachs have warned of a “sharp correction” in lithium prices in the next two years, secondly, customs in Argentina have set a reference price to stop ‘irregularities” and thirdly, Chinese EV giant BYD signalled plans to buy six African lithium mines. Meanwhile, the best performers yesterday included Fortescue Metals (ASX:FMG), Telstra (ASX:TLS) and TPG Telecom (ASX:TPG).Looking at the US, Wall Street started the month of June lower, amid worries about the health of the economy. All three benchmarks were in the red, with the Dow dropping nearly 200 points, the S&P500 falling 0.75%, and the tech-heavy Nasdaq down 0.72%. What to watch today:Following the negative session in the US, our local market is set to fall this morning if you go by the SPI futures. The futures are suggesting a drop of 0.76% at the open.Economic news wise, today we'll get the latest data on Australia's trade surplus for April, and the market is forecasting $9 billion trade surplus for the month. Keep watch of Pilbara Minerals (ASX:PLS), who have announced its new CEO. According to its release, the business will be promoting its chief operating officer, Dale Henderson to the CEO role. Moving to commodities: The oil price rose as the European Union leaders agreed to a phased ban on Russian oil, and as China ended its COVID-19 lockdowns in Shanghai. The gold price also lifted from its two-week low, as investors looked towards the safe-haven asset amid worries over an increase in inflation. However, a stronger dollar and higher US yields kept gains in check. The seaborne iron ore price is trading 2.6% higher at US$137 a tonne. TechnologyOne (ASX:TNE) is set to go ex-dividend today. Trading Ideas:Bell Potter have maintained its Buy rating on building company, Johns Lyng Group (ASX:JLG), with a reduced price target, from $8.70 to $7.50. Bell Potter's favourable view on JLG is supported by the business being the category leader in Australia, its scalable business model, strong cash flow, as well as its opportunities in the US. Now, at its current share price of $5.92, this implies 26% share price growth in a year.Trading Central has a bearish signal on Mineral Resources (ASX:MIN) indicating that the stock price may fall from the close of $58.70 to the range of $47 - $50 in the next 16 days according to standard principals of technical analysis.  

The local market edged higher to start the month, helped by a bid in blue chips. There was a clear tilt towards quality names, perhaps reflecting that June is traditionally not great for market returns. The S&P/ASX 20 jumped 1.4%. In contrast, the Small Ordinaries slid 1.7%. Chalk and cheese. Utilities was the laggard, slumping 5.3% as Origin Energy withdrew guidance and warned of “extreme volatility” in thermal coal markets. Unsurprisingly, its shares were smoked, falling 14.6%. Elsewhere, Goldman Sachs' downbeat view on the lithium price outlook had an impact, even if the market reaction was curiously delayed. Pilbara Minerals tumbled 21.9%, Liontown 18.7% while Allkem skidded 16%. The S&P/ASX 200 rose 0.3%, adding 22.8 points to 7234.0. Our top three VODs: Underpriced stocks you need to give a rollTwo sectors providing strength to the economyFour small caps with big pricing power See acast.com/privacy for privacy and opt-out information.

"Not mad, just disappointed," could sum up many investors' sentiment towards the market again today after the S&P/ASX 200 flopped 0.28% to 7129. Tabcorp plummeted 81% after is spun off its lottery and Keno business, which is now listed as The Lottery Corporation (TLC). Nufarm dropped 14% on news Sumitomo Chemical sold its 16% block trade in the company worth some $324 million. Miners of different kinds led the modest market gains, Perseus Mining, Allkem and Iluka Resources rose between 2-4% each. US Federal Reserve Chair Jerome Powell speaks tonight ahead of the FOMC meeting minutes release on Wednesday.Our top three VODs: How to maximise dividends when cost of living is on the riseThe free money bubble has burst - what's next?Three stocks to tackle the debt-laden economy See acast.com/privacy for privacy and opt-out information.

Florian Söllner, leitender Redakteur bei DER AKTIONÄR, blickt jede Woche auf die spannendsten Entwicklungen im Tech-Sektor.

Der Goldpreis feiert ein Comeback. Das Edelmetall verbuchte gestern den besten Tag seit rund zwei Monaten. Die fallenden Renditen der US-Staatsanleihen gaben dem Goldpreis genauso Rückenwind wie ein schwächerer US-Dollar.

Make that three from three. We haven't seen a winning streak like this in nearly a month. Energy led the gains, adding 2.1%. The coal producers had a strong session with Whitehaven up 5.5%. New Hope wasn't far behind with an increase of 4.3%. Speculation that lockdowns in China may soon end helped materials which rose 1.1%. The battery names found some spark with Allkem, Mineral Resources and Core Lithium soaring more than 5.5%. James Hardie didn't fare so well, sliding 3.95% following its FY22 results. At the individual level, the biggest laggard was yesterday's leader with Brambles tumbling 7.3% after CVC announced it was no longer looking to acquire the company. Goodman Group also continued to slide, dipping 4.2% on the back of broker activity. When the history books are studied, the record will show the S&P/ASX 200 rose 0.27%, adding 19.5 points to 7112.5.Our top three VODs: Three "building" block stocksCasting a line for two sinking small capsTwo "boring" stocks with strong profits See acast.com/privacy for privacy and opt-out information.

Florian Söllner, leitender Redakteur bei DER AKTIONÄR, blickt jede Woche auf die spannendsten Entwicklungen im Tech-Sektor.

The local market advanced 0.6%, with nearly all sectors posting gains. The materials sector led the way, up an impressive 1.3%, while the financial sector was the only sector to post a loss.Looking at the ASX200 leaderboard, travel stocks soared. Qantas (ASX:QAN) lifted 7%, its best performance since November 2020, as investors showed renewed confidence for this beaten down sector of the market. Meanwhile, the worst performer was Bank of Queensland (ASX:BOQ), down 6.3%, after the company reported results that disappointed the market and included cautions about a squeeze on margins. The most traded stocks by Bell Direct clients last Thursday, they included Uniti Group (ASX:UWL), NAB (ASX:NAB) and Lake Resources (ASX:LKE).Moving to the US, well it's a big week of earnings for the market. Some big names reporting this week include Tesla, Netflix, United Airlines, Procter and Gamble, Johnson & Johnson, and American Express. On Monday however, all three benchmarks closed slightly lower with rising commodity prices heightening concerns about inflation. The 10-year Treasury yield also reached its highest level since late 2018, at one point trading at 2.8%.What to watch today:Despite the US market slightly falling, the futures are suggesting that the Aussie market is set to open 0.13% higher this morning.  In commodities, the oil price rose off the back of outages in Libya deepening concerns over tight supplies. The gold price hit a one-month high on Monday, nearly reaching the $2,000 an ounce level, as concerns around the Russia-Ukraine conflict and rising inflationary pressure increased the appeal of the safe-haven asset. And the spot iron ore price is trading 2% higher at US$150 a tonne.In economic news, the RBA will release its meeting minutes for April. The RBA noted that Australia's inflation has increased, and a further increase was expected, however, the board said it wanted to see actual evidence that the price level is sustainably within the 2 to 3% target range before it considers increasing interest rates.Chartered accounting network company, Kelly Partners Group (ASX:KPG) is set to go ex-dividend today.Trading Ideas:Bell Potter have maintained its BUY rating on Allkem (ASX:AKE) with a trimmed price target, from $18.05 to $17.53. AKE's current share price is $13.52 so this implies about 30% share price growth in a year. Trading Central has a bullish signal on drilling services company, DDH1 (ASX:DDH), indicating that the stock price may rise from the close of $1.07 to the range of $1.13 - $1.15 in the next 40 days according to standard principals of technical analysis. 

The local market advanced 0.2% higher yesterday, losing some of its steam in the afternoon when the RBA suggested an interest rate rise could be imminent. While the cash rate was kept at its historic low of 0.1%, many economists believe there will be an increase later this year, some expecting it to come as early as June. The Government's cost of living packages announced in the Federal Budget last week added further fuel to the fire that interest rates could rise. Sectors wise, all sectors were in the green, with the tech sector and energy sector gaining the most. The local tech sector took a strong lead from Wall Street, where the Nasdaq lifted nearly 2% higher on news that Elon Musk had acquired a 9.2% stake in Twitter. Meanwhile the materials, real estate and industrials sectors posted losses. Looking at the ASX200 leaderboard, tech names like Block (ASX:SQ2), NOVONIX (ASX:NVX), Xero (ASX:XRO) and Altium (ASX:AU) were amongst the best performers. Mineral Resources (ASX:MIN) jumped 5.7% after announcing it had agreed with its joint venture partners to increase production in its spodumene mines in WA, their response to the huge global customer demand for lithium. On the flipside, the worst performers yesterday included AVZ Minerals (ASX:AVZ), Liontown Resources (ASX:LTR) and Lynas Rare Earths (ASX:LYC).The most traded stocks by Bell Direct clients yesterday included Temple & Webster (ASX:TPW), Core Lithium (ASX:CXO) and NOVONIX (ASX:NVX). Moving to the US, all three benchmarks closed in the red, with the Nasdaq down the most. This comes as the US Federal Reserve indicated that the central bank could take a more aggressive approach to its tightening policy. This saw tech stocks decline, while sectors like utilities and healthcare pushed higher. Also, the Biden administration on Wednesday is set to announce additional sanctions targeting Russian financial institutions. What to watch today:Following the pullback in the US, the futures are suggesting that the Aussie share market is set to open 0.64% lower this morning.  In commodities, the oil price fell on worries that new COVID cases could slow demand. The gold price also fell following the Fed's hawkish outlook which offset safe-haven demand. And the spot iron ore price is trading flat at US$154 a tonne.Keep watch of Coles (ASX:COL) today amid reports that Wesfarmers (ASX:WES) has sold a $500 million stake in the supermarket giant. Trading Ideas:Bell Potter have maintained its BUY rating on Allkem (ASX:AKE) and have a price target of $18.05. AKE closed 0.83% higher yesterday to $13.42, which implies about 35% share price growth in a year. Trading Central has a bullish signal on Temple & Webster (ASX:TPW), indicating that the stock price may rise from the close of $7.05 to the range of $8.10 - $8.40 in the next 32 days according to standard principals of technical analysis. 

Florian Söllner, leitender Redakteur bei DER AKTIONÄR, blickt jede Woche auf die spannendsten Entwicklungen im Tech-Sektor.

 Investors played it safe yesterday and traded cautiously, following the news that Germany is pushing for discussions with the European Union to ban Russian gas imports. This may lead to energy rationing in Europe and would push prices higher. The market closed slightly higher yesterday, with utilities, materials and tech making the most gains. It was a profitable session again for mining stocks: BHP Group (ASX:BHP), Fortescue Metals (ASX:FMG) and Rio Tinto (ASX:RIO) were all in the green. And lithium miners such as Allkem (ASX:AKE), Mineral Resources (ASX:MIN), Liontown Resources (ASX:LTR) and Pilbara Minerals (ASX:PLS) were all higher. Gold miners also gained, even while the gold price was lower. Financials closed 0.3% lower yesterday, as the four major banks lost ground. While Magellan Financial Group (ASX:MFG) is finally picking back up again, yesterday reaching a 1-month high. Its shares lifted with help from the biggest mover on the ASX200 yesterday, investment manager Pendal Group (ASX:PDL), which rose 18% after receiving a $2.4 billion takeover bid from Perpetual. Perpetual's share price however, declined the most yesterday. Iluka Resources (ASX:ILU), also gained following the approval of its $1.2 billion refinery in Eneabba in Western Australia, and this will be the first fully integrated, rare earths separation facility in Australia. The most traded stocks by Bell Direct clients yesterday included Commonwealth Bank (ASX:CBA), Core Lithium (ASX:CXO), Pilbara Minerals (ASX:PLS) and NOVONIX (ASX:NVX). Overnight, US equities were in the green. The Dow was up 0.3%, the S&P500 up 0.8%, while the Nasdaq rallied 1.9%. What to watch today:Off the back of a strong rally across global markets, the Australian market is set to rise 0.67% at the open this morning, according to the SPI futures. In economic data, at 2:30pm today (AEST), the RBA will announce its interest rate decision, which is expected to remain unchanged at 0.1%. In commodities, the oil price is trading more than 4% higher, with the possibility of more sanctions on Russia. Seaborne iron ore has extended its gain. And the gold price is also higher, following last week's fall. Trading Ideas:Bell Potter maintain their Speculative Buy rating on De Grey Mining (ASX:DEG) and have lowered their valuation to $1.72. Bell Potter also have Hold rating on Gold Road Resources (ASX:GOR) with a $1.70 price target, and a Speculative Hold rating on DGO Gold (ASX:DGO) with a valuation of $4.37. Trading Central have identified a bullish signal in Black Rock Mining (ASX:BKT), indicating that the price may rise from the close of $0.27 to the range of $0.31 to $0.33, over 35 days, according to the standard principles of technical analysis. 

On Friday mining stocks made strong gains, with BHP Group (ASX:BHP) contributing the most, rising over 4%. The energy sector rebounded on Friday, however week-to-date, it was the worst performer as the price of oil declined further.Allkem (ASX:AKE) closed 8.5% higher, after reporting record pricing ahead of the June quarter. AKE's gains also boosted other lithium miners, including Pilbara Minerals (ASX:PLS), Mineral Resources (ASX:MIN) and AVZ Minerals (ASX:AVZ).The most traded stocks by Bell Direct clients on Friday included VAS, the Vanguard Australian Shares ETF, Allkem (ASX:AKE), Core Lithium (ASX:CXO), Wesfarmers (ASX:WES) and Fortescue Metals (ASX:FMG).European and US equities began the second quarter on a positive note. All three US benchmarks closed higher. The Dow up more than 100 points or 0.4%, the S&P500 up 0.3% and the Nasdaq up 0.3%.What to watch today:The local market is set to rise 0.25% at the open this morning if you're going by the SPI futures.In commodities, the oil price is trading lower as the lockdowns in China have caused demand concern, as well as news that the International Energy Agency have agreed to join the US in the largest release of oil reserves on record. The weekly loss was more than 13%, which was the largest weekly fall in 2-years. The US will release 1 million barrels per day for 6 months, starting in May.The gold price is also trading lower, after the US jobs report displayed a tight labour market, provoking expectations for a 50-basis point increase in the Fed funds rate in May, to tame inflation.Seaborne iron ore has jumped, trading 6% higher, just under US$160 a tonne, as iron ore futures on the Dalian Commodity Exchange were higher.Trading Ideas:Bell Potter maintain their BUY rating on Perpetual (ASX:PPT) and have lowered their price target on PPT from $44.30 to $42.80. PPT last closed at $34.23, implying 25% share price growth in a year. And Bell Potter see 30.3% upside over the next year, including the 5.3% yield.Trading Central have identified a bullish signal in Pilbara Minerals (ASX:PLS), indicating that the stock price may rise from the close of $3.43 to the range of $3.90 to $4.05, over 29 days, according to the standard principles of technical analysis.

The local market sagged in early trade, with resources the only green on screen. Some broker reports gave the oil sector the nod, and so Santos and Woodside closed higher. Allkem jumped on the back of its price upgrade and finished over 8% higher. Pilbara Minerals wasn't far behind, and AVZ Minerals rounded out the top three. Meanwhile, it was a soggy one for tech and financials. For the first day of the month and quarter it was a rare show of unity: small, medium and large caps were behind the S&P/ASX200 closing a measly 3 points higher, to 7502. Our top three VODs:The price performance of the top 5 coins by market valueMacro Micro Crypto - what iron ore and white candles have in commonA buy hold sell to round out the quarter See acast.com/privacy for privacy and opt-out information.

Der Goldpreis konsolidiert auf hohem Niveau. Nachdem der März in der Vergangenheit regelmäßig ein eher schwieriger Monat für den Goldpreis gewesen ist, sieht es im Jahr 2022 anders aus: Gold hat sich prächtig entwickelt.

The local market was back in the green yesterday, up 0.9% with the materials and energy sectors boosting the market. Overall, the market was mixed, with six of the 11 industry sectors closing lower, with the tech sector down the most.Looking at the ASX200 leaderboard, Liontown Resources (ASX:LTR) was the best performer, up 6.3%, followed by AVZ Minerals (ASX:AVZ) and BHP Group (ASX:BHP), which added 5.1%. Computershare (ASX:CPU) posted a solid gain of 4.3%. One of the tailwinds helping Computershare recently is the outlook for rising interest rates, which will help increase its margins. On the flipside, tech shares were amongst the worst performers, with Block (ASX:SQ2) and Life360 (ASX:360) giving up some of their gains from the prior session. The most traded stocks by Bell Direct clients yesterday, they included Commonwealth Bank (ASX:CBA), Woodside Petroleum (ASX:WPL) and Allkem (ASX:AKE). Moving to the US, as at the time of recording, all three benchmarks are in the green as investors digest Federal Reserve Jerome Powell's latest rate hike comments. Goldman Sachs on Monday upped its forecast to 50 basis point hikes at the May and June Fed meetings.What to watch today: The futures as at 7:30am AEDT, are suggesting that the Aussie share market is set to open 0.4% higher this morning.  Economic news wise, the manufacturing and services flash PMI for March will be released today. PMI stands Purchasing Managers' Index which is essentially an index of the prevailing direction of economic trends in the manufacturing and service sectors. The flash PMI today is a forward-looking estimate of the final PMI, which is set to be released next week.In commodities, the oil price was mixed, currently trading down about 0.8%. It now looks unlikely that the European Union will pursue an embargo on Russian oil.  The gold price slipped to a near one-week low off the back of Federal Reserve Jerome Powell's hawkish stance, which sent Treasury yields higher. Now gold is highly sensitive to rising US interest rates, as they increase the opportunity cost of holding non-yielding bullion.Seek (ASX:SEK), Myer Holdings (ASX:MYR) and Supply Network (ASX:SNL) are set to go ex-dividend today. Trading Ideas:Bell Potter have maintained its BUY rating on Nickel Mines (ASX:NIC) and have lifted its price target by 7% to $1.88. The comes as PT Oracle Nickel Industry, the operating entity housing the Oracle Nickel RKEF project, has been granted material corporate tax relief. This removes an expense of ~US$50 million per annum from its estimates for ten years. Now NIC closed about 1.5% higher yesterday to $1.29, which implies about 46% share price growth in a year. Trading Central has a bullish signal on Pilbara Minerals (ASX:PLS), indicating that the stock price may rise from the close of $3.00 to the range of $3.40- $3.55 in the next 24 days according to standard principals of technical analysis. 

Australia's dominance in the resources space in these volatile times saw the local market open up strongly. Energy and commodities more broadly were bid up at the open, with financials joining the blue-chip exuberance. At the top of the ladder, eight out of the top 10 were resources, including lithium plays AVZ Minerals, Allkem and Liontown. Old-school BHP and Whitehaven Coal also featured. Financials closed up 0.7% higher, with the big five and insurance all closing higher.In contrast, in the wake of FOMC Chair Powell hinting at 100bp of tightening across the next two meetings, growth stocks took a pounding, led by 4-5% declines in Block, Zip and Appen. Overall, the market defied gravity (though lost a touch of steam to the close) with S&P/ASX200 closing up 63 points or 0.9%.Top 3 VODs:Lithium stock picks taking you beyond the commodity super cycle A blockchain fun fact to blow your mindFive contrarian stocks to whet your appetite See acast.com/privacy for privacy and opt-out information.

Yesterday, the local market was dragged down by mining stocks, after iron ore futures China's Dalian market dropped 7% and the iron ore contract for April on the Singapore Exchange dropped 9%. Several Asian markets were down 5-6%, following further lockdowns to contain surging COVID cases in China. More than $50 million people in China have been placed under lockdown in an attempt to achieve the country's zero COVID-19 strategy.On the ASX200, materials and energy declined the most, closely followed by the tech sector. Meanwhile, financials closed with the most gains. The stand out stock on the ASX200 was Uniti Group (ASX:UWL), jumping an impressive 27%, before being placed into a trading halt. This was amid speculation that the company is in takeover talks with Vocus Group. The offer is looking to be in the region of $4 to $5. Meanwhile, Chalice Mining (ASX:CHC) and Champion Iron (ASX:CIA) declined the most. Some of the most traded stocks by Bell Direct clients yesterday, included Lake Resources (ASX:LKE), BHP Group (ASX:BHP) and Allkem (ASX:AKE). US equities closed higher as a reading of wholesale inflation came in lighter than expected. The S&P500 rose for its first gain in four days, closing more than 2% higher. The Dow Jones up 1.8% or just under 600 points, while the Nasdaq jumped 2.9%. What to watch today:Following the US, the SPI futures are suggesting the local market will rise 0.58% at the open this morning. In commodities, oil has dropped a further 6.7%, now trading just over US$96, now more than 25% below its recent 14-year high of $130.50 reached last week. The new wave of COVID cases in China has also caused worries of China's demand. Gold is down to US$1,917 an ounce, after US treasury yields surged past 2%, as investors await an upcoming rate hike from the Fed. And seaborne iron ore is 3.6% lower at US$144.77 a tonne. Some companies set to go ex-dividend today, include Data3 (ASX:DTL), Inghams Group (ASX:ING), and Money3 Corporation (ASX:MNY). Trading Ideas:Bell Potter have a Speculative BUY rating on Boss Energy (ASX:BOE), following the company reporting its half year results. Bell Potter's valuation has been increased from $3.47 to $3.57 per share. Trading Central have identified a bullish signal in Aussie Broadband (ASX:ABB), indicating that the price may rise from the close of $5.34 to the range of $6.10 to $6.30, over 58 days, according to the standard principles of technical analysis. 

A hawkish ECB, combined with soaring US inflation and failed diplomatic talks sent many investors straight to the exit today. The handful of stocks that closed in the green were skewed towards commodities, food and energy. Champion Iron and Allkem, both closed 4% higher. Meanwhile, food inflation provided a tailwind for Incitec Pivot fertiliser, so its share price crept back to levels last seen in late-2018. Growth stocks were left in the lurch, namely Zip, Appen and Xero. Magellan and Mesoblast both finished down 6% to take out equal last place. As event risk is high heading into the weekend, we are not socked by the Friday fizzer, as the S&P/ASX200 closing down 69 points or -1%. Our top three VODs:Conway hits the sell button on Woodside'Light on risk and heavy on cash': The simple message for investorsFour picks to ship during the commodities windfallSubscriber survey: https://ausbiz.co/survey See acast.com/privacy for privacy and opt-out information.

Find the full episode here: https://www.youtube.com/watch?v=dSVe50Z4jkU&t=586s

Yesterday the Aussie share market followed Wall Street's lead, closing 1% lower, with the tech sector weighing down on the market the most. All four of the banks closed lower, with CBA posting the biggest loss, down 1.5%. Only the energy and utilities sectors managed to post small gains.  On the ASX200 stock leaderboard, the best performing stock was artificial intelligence company, Appen (ASX:APX), up 3.9%. Harvey Norman (ASX:HVN) also performed well, gaining 3.2% after Credit Suisse upgraded the stock from neutral to outperform with a 3% increase in its price target to $5.62.  Meanwhile, Megaport (ASX:MP1) came under pressure yesterday, amid broad weakness in the tech sector, but also as investors were underwhelmed by its second quarter results update. The company reported a quarter-on-quarter increase of just 7% in its monthly recurring revenue (MRR) to $9.2 million. Some of the other worst performers included NOVONIX (ASX:NVX) and Allkem (ASX:AKE).The most traded stocks by Bell Direct clients yesterday, once again software company, BrainChip (ASX:BRN) has made the list. The company is up a massive 213% so far this year, and pushed higher yesterday, following the announcement of another granted patent. The company now holds a significant market cap of over $3.5 billion. Other top traded stocks included Lake Resources (ASX:LKE), Fortescue Metals (ASX:FMG), CSL (ASX:CSL) and James Hardie (ASX:JHX).In the US, all three benchmarks pulled back, despite several strong earnings reports, from companies such as Bank of America, Morgan Stanley, and Procter & Gamble. It comes as investors remain cautious amid elevated government bond yields. The 10-year Treasury yield topped 1.9% during the session, its highest level since December 2019. This session ended with the Dow falling over 300 points, the S&P500 down 1% and the tech-heavy Nasdaq closing 1.2% lower.For today, despite the negative session in the US, the futures are suggesting the Aussie share market will open 0.14% higher.What to watch today:Block (ASX:SQ2) joins the ASX today, trading on a deferred settlement basis, replacing Afterpay, which has now officially been removed from the Aussie share market. In the US, Block's share price closed 1.43% lower on Wednesday. In economic news, yesterday consumer confidence for January fell 2% to 102.2, which was surprisingly solid, given the rapid spread of the Omicron variant. And today, the unemployment rate for December will be released. As a reminder, the unemployment rate came in at 4.6% in November. Consensus expects December's reading to fall to 4.5%. In commodities, oil prices lifted for the fourth day to a 7-year high, as an outage on a pipeline from Iraq to Turkey added to the tight supply outlook. The WTI crude oil price is currently up 1.18% to US$86.58 a barrel. The gold price lifted 1.5% to US$1,840 per ounce. The seaborne iron ore price is trading slightly lower at US$127 a tonne. And the silver, copper and platinum prices are all trading between 1.5% to 4.5% higher.Both BHP Group (ASX:BHP) and Centuria Industrial REIT (ASX:CIP) are holding their AGM today. Trading Ideas:Citi has maintained its BUY recommendation on global lithium chemicals company, Allkem (ASX:AKE), with an increased price target of $13.40 (previously $12). Separately, Bell Potter has a HOLD rating on AKE with a price target of $11, while Credit Suisse has an Outperform rating and a price target of $13.70. Trading Central has a bullish signal on Orica (ASX:ORI). This signal indicates that the stock price may rise from the close of $13.92 to the range of $17.50 - $18.40 in the next 80 days, according to standard principles of technical analysis. 

We're picking up where we left off - in amongst record highs. Today's performance for the ASX was the best for a first calendar day in decades. Every sector finished in the green with energy stocks (coal and crude) doing particularly well. Ironically, today's "golden girls" were lithium plays. Novonix (NVX) finished up more than 13 percent - a knock on effect after its commercial partner smashed its Q4 deliveries targets in spite of supply chain issues. Pilbara, Lynas and Allkem (the artist formerly known as Orocobre) all went along for the ride. Our top three VODs:The big investment themes for 2022Chris Conway's two ASX sectors to love this yearPatience is a virtue; three ASX small cap stocks which take persistence to pay See acast.com/privacy for privacy and opt-out information.

Florian Söllner, leitender Redakteur bei DER AKTIONÄR, blickt jede Woche auf die spannendsten Entwicklungen im Tech-Sektor.