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The ASX 200 closed down 41 points to 9,209 (-0.45%), as the banking sector came under a little pressure, despite CBA results beating forecasts ever so slightly. WBC continued lower, down 0.9%, while MQG also slipped 0.7%. The Big Bank Basket slipped to $285.41 (0.7%). Insurers bucked the trend, with SUN better following its results, while IAG also pushed higher. Financials were generally somewhat easier, with ASX falling 2.8% and NWL down 1.3%. The REITs were also weaker, with GMG falling 0.8% and SCG down 1.8%, while industrials generally slipped lower. CPU fell 4.5% following broker downgrades, while BXB was down 1.4%. SGH also drifted on some broker negativity. Retail stocks slipped following an update from PMV, which announced the closure of some UK stores. It fell 11.0%. Both WOW and COL fell 0.9%. Meanwhile, in the technology sector, we saw some profit-taking in WTC, XRO and TNE, with the All-Tech Index falling 1.0%.Resources were mixed as the three iron ore majors gave back some ground, although we did see gains in the lithium sector, with PLS up 4.3% and MIN doing well, rising 2.1%. Gold miners were also in favour as the bullion price pushed higher, with NST up 0.7% and NEM gaining 0.9%. Oil and gas stocks eased back despite Brent crude heading towards US$90, while uranium stocks pushed slightly higher, led by PDN, up 1.3%In corporate news, CBA results were a slight beat, with the outlook appearing to stabilise. The stock fell 0.7%. SEK announced write downs and fell 14.3%. AGL beat forecasts and rose 6.0%. ASX fell following news of class actions, while GQG reported FUM, with money continuing to leak out. PMV fell after a trading update and UK store closures. On the economic front, nothing locally. US CPI tonight.Asian markets were mixed, with Japan up 0.9%, Hong Kong down 1%, China down 0.6%, and Korea up 3.7%. US futures were mixed, the Dow was up 10 points and the Nasdaq up 74. European markets in holiday mode.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 clawed back early losses to close down 8 on the day at 9,264 points (0.1%). Up 3.2% for the week. It was a mixed picture across the market as investors waited for the US non-farm payrolls (NFP) report tonight and watched for further developments in the Middle East.The banks slipped back, with CBA down 1.0% and WBC down 1.6%, while MQG also eased after recently hitting record highs, falling 1.1%. The Big Bank Basket fell 1.1% to $295.90. Financials were generally softer, with the sector under pressure and ZIP also slipping 3.4% following XYZ's results. REITs were mixed, with GMG down 1.0%, but CHC up 0.76%. Industrials were largely flat, with SGH down 1.25% and QAN down 1.12%, while the retail sector barely moved. Healthcare stocks took a breather, with RMD falling 8.3% on concerns around margins and inflation pressures. Technology stocks had a better session, with WTC up 4.3% and XRO up 1.5%, possibly receiving support from the 32% climb in Atlassian after its results were released after hours.Resources were once again the place to be, although the iron ore names were mixed. RIO gained 0.8%, while FMG slipped 2.3%. Lithium stocks, which have been heavily sold off for some time, finally found some buyers, with PLS rallying 6.5% and LTR also pushing higher by 9.3%. Gold miners were slightly firmer, with NST up 2.3% and NEM up 2.7%, while oil and gas stocks continued to perform well. Coal stocks also improved, alongside uranium names. PDN rose 3.3%, while NXG also enjoyed a better session, gaining 2.2%.In corporate news, JHX added 5.8% following an increase in quarterly income, while NCK slipped 0.7% despite UK operations helping support its results. AQZ returned from a trading halt and rose 6.1% after providing clarification around the Qantas transaction. There was little locally on the economic front, although investors digested the latest Chinese export and import data.Asian markets were mixed, with the Nikkei 225 down 0.2%, Hong Kong up 0.4%, China up 1.3%, and Korea off 0.6%. US futures were mixed with the Dow down 67 points and the Nasdaq up 72. US non-farm payrolls in focus.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 put in another solid day, rising 44 points to 9,272 (0.5%), as the banks and gold stocks shone. We did see higher levels earlier in the session, but some of the enthusiasm was sapped by a fall in the Kospi, while BHP and RIO finished slightly mixed. CBA rose 0.9% and NAB gained 0.4%, with financials generally firmer. The Big Bank Basket rose to $299.21 (+0.6%) Insurers slipped, however, with QBE down 1.0%, while the REITs also eased, with GMG down 1.7% and SCG off 1.3%. Healthcare continued its recent strength, with CSL up 1.3% and RMD rising 0.3%.Technology had a mixed session, with WTC falling 1.5% and XRO gaining 0.4% as the sector paused for breath after recent gains. Industrials were generally firmer, while retailers had a good day, led by JBH, up 2.9%, and HVN, which rose 1.2%.In the resource sector, the gold price pushed higher again, dragging the miners with it. EVN rose 3.8% and NST added 3.2%. There was little to report in lithium, with the sector drifting slightly higher. Uranium stocks eased modestly, while coal stocks were stronger, with WHC up 2.5%. Oil and gas stocks were little changed as investors continued to wait for further developments in the Iranian talks.In corporate news, REA rose 3.4% after posting an 11% increase in revenue. AMP also had a strong session after announcing a 57% jump in half-year profit and unveiling a $150m share buyback. Meanwhile, BPT fell after reporting a 21% decline in underlying FY profit, while AQZ surged 30% before entering a trading halt as it renegotiates contracts with QAN. Nothing on the economic front today.Asian markets were weaker, with the Nikkei 225 down 0.99%, Hong Kong down 1.7%, China down 0.8%, and Korea off 4.6%. US futures were flat with the Dow up 118 points and the Nasdaq down 83. Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Radio Vaticana è con Voi anche nel palinsesto estivo e come ogni giorno sono protagonisti gli ascoltatori! Intervieni in diretta tramite WhatsApp al numero 3351243722 Con Luca Collodi abbiamo parlato delle principali notizie del giorno, con particolare riferimento all'Ucraina dalla quale il responsabile del Canale Italiano di Radio Vaticana ha portato le testimoninza di Padre Marcin Smith, sacerdote che si prende cura dei bambini e ragazzi orfani accolti nella Casa Famiglia "Pace" nel Paese Damiano Caprio ha presentato l'inno della prossima GMG a Seul dal titolo: "Ego vici mundum" ("Abbiate coraggio! Io ho vinto il mondo"), ispirato al versetto 33 del capitolo 16 del Vangelo di Giovanni, scelto come tema dell'evento L'intervista a Federica Giannotta, responsabile Advocacy Terre des Hommes Italia su proposta di legge presentata lo scorso mese al Senato: “Disposizioni per la regolamentazione dell'esposizione ai dispositivi digitali nei bambini e nelle bambine da zero a tre anni a tutela del loro sviluppo neurocognitivo, fisico e relazionale e per la promozione di un graduale accesso al loro utilizzo durante la minore età” Condotto e a cura di Silvia Giovanrosa Tecnico del suono Bruno Orti
Graphene Manufacturing Group Ltd (TSX-V:GMG, OTCQX:GMGMF) MD and CEO Craig Nicol joined Proactive's Stephen Gunnion to discuss a new distribution agreement with Blackwoods, giving GMG's G LUBRICANT and THERMAL-XR products access to thousands of industrial customers across Australia. Nicol said Blackwoods' nationwide sales force and distribution network — spanning mining operators, freight businesses and manufacturers — represents a significant commercial step for the company. Customer demand is coming from two directions: some are seeking corrosion resistance and longer equipment life, while others are focused on energy savings. Data centres are a particularly promising market, where even modest efficiency gains translate into meaningful energy reductions. "Once they do try them, we find that they're very happy to repeat purchase," Nicol said. The Blackwoods partnership is the first step in a broader international distribution strategy, with similar agreements being pursued in Europe and the United States. Production capacity is being expanded through the company's modular Gen2 technology to keep pace with growing demand. Visit the Proactive YouTube channel for more interviews with leading listed companies, and don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #GrapheneManufacturingGroup #GMG #Graphene #Blackwoods #IndustrialDistribution #Lubricants #ThermalXR #GrapheneLubricant #EnergyEfficiency #DataCentres #Mining #IndustrialTechnology #AustralianStocks #TSXV #OTCQX #ProactiveInvestors
The ASX 200 shrugged off early losses to close 54 points higher at 8948 (0.6%), with the banks proving resilient yet again. CBA rose 1.5% and NAB gained 0.7%, taking the Big Bank Basket to $295.23 (+1.3%) Other financials also had a better day, with HUB up 1.8% and ASX rising 1.5%.REITs also performed well, with GMG up 0.2% and SGP gaining 2.7%. Industrials were firm, led by a rebound in the tech sector, with XRO up 3.7%, WTC up 8.1% and TNE rising 3.3%. TLS had a good day, up 1.6%, while retailers also performed well, with JBH up 3.3% and WES gaining 2.1%. Healthcare was also in the pink, with CSL up 2.7% and RMD rising 3.4%.It was a different story in resources, with BHP down 1.2% and RIO falling 2.5%. Gold stocks gave back some of yesterday's gains, with GMD down 1.1% and EVN easing 1.8%. Lithium stocks remained under pressure, with PLS down 4.9% and MIN falling 2.9%.Oil and gas stocks enjoyed a better session, with WDS rallying 2.8% and STO up 1.2%, although coal stocks continued to drag. Uranium stocks were also back under pressure as part of the AI trade unwind, with PDN down 4.4% and DYL falling 2.2%.In corporate news, DRO fell 13.2% after warning that margins would come under pressure. WEB surged 17.1% following plans to buy back up to $90m of its shares and a stronger forecast for first-half earnings. ILU had a good day despite warning that Balranald production would be lower than previously expected, while WHC eased 4.6% after finishing the year at the top end of production guidance.In economic news, the ANZ-Roy Morgan Consumer Confidence Index fell 4.4 points last week to 71.2.Asian markets were weaker, Nikkei 225 down 4.4%, HK down 0.1% and China down 2.8% - Korea down 10.4%. US futures mixed Dow up 4 Nasdaq down 290Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 started the week on a strong note, up 122 points to 8,894 +1.4%), as most sectors of the market rallied hard, with the exception of oil and gas, as Trump's threat of a massive attack on Iran was wound back and US futures rallied. The banking sector was once again solid, with CBA up 1.2% and ANZ up 1.2%, with the Big Bank Basket at $291.58 (+1.2%). MQG also rallied again, and other financials were back in the green. Insurers also rose, led by QBE up 1.4%. The REIT sector was also good today, led by GMG up 3.2% and CHC up 2.8%. Industrials too had a significantly better day, with the tech sector firing for a change: XRO up 6.0% and WTC up 7.0%, with TNE rallying too, along with REA, CAR and SEK. TLS had a good day. QAN brushed off the latest Alan Joyce novel and rose 3.6% on lower oil prices. Meanwhile, resources had a solid day: BHP up 2.1%, RIO up 2.2%, and the gold miners also doing well today. We had some corporate action with EVN bidding for CNB in a script bid. VAU also had a good day, together with CMM, on a resource upgrade. Even the lithium stocks chimed in today, with LTR up 3.4% and PLS up 2.7%. Meanwhile, oil and gas stocks WDS and STO fell around 3%, and uranium and coal stocks also a little bit easier.In corporate news, MYR fell 12.0% after it said a sharp slowdown in consumer spending late in the financial year weighed on margins. PPT had another bid from EQT of $22.50, and EVN bid for CNB. Nothing today on the economic front as we await the CPI on Wednesday.Asian markets were mixed, Nikkei 225 up 0.3%, HK up 0.8% and China 0.3% - Korea up 0.8%. US futures up 400 for Dow, 414 for Nasdaq.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 fell 67 points to 8,772, leaving the market down around 25 points for the week. Once again, we saw money flowing out of resources, industrials and the technology sector, and back into the relative safety of the banking sector. The Big Bank Basket rose to $288.03 (+1.2%). CBA rose 1.0% and NAB gained 1.5%, while insurers also benefited from higher bond yields, with QBE up 1.4%. MQG continued to push higher following the CEO retirement announcement, but other financials slipped, with HUB down 3.1% and IFT falling 1.2%. REITs were mixed, with GMG down 2.7% while SGP edged slightly higher.Industrials were well and truly on the nose yet again, with WES down 1.0%. Retail stocks generally drifted lower, with most names down around X%. The technology sector was once again battered and bruised, with REA down 3.7%, XRO falling 4.5%, and WTC also hit hard.Healthcare was no refuge either, with CSL down 1.3% and RMD falling 0.4%.Resources were not spared, with BHP down 2.9% and RIO off 1.7%. Gold miners were once again under pressure as the bullion price looked to be testing US$4,000 an ounce yet again. NST fell 3.9% and EVN dropped 2.4% Lithium stocks were also depressed, with LTR falling hard and PLS down 2.1%. Rare earth and copper stocks were also in the doghouse, while uranium stocks continued to slide.Energy stocks were one of the brighter spots, with both WDS and STO firmer, while KAR enjoyed a good day following a broker upgrade.Corporate News, COH edged higher after confirming it would not be subject to the new US tariffs. ASX fell after announcing the retirement of its CFO. There was nothing of note on the local economic front. The US tariff saga continues, with Australia hit by 12.5% tariffs on products linked to alleged "forced labour" issues.Asian markets were weaker, Nikkei 225 down 2.9%, HK down 1.4% and China off 1.3% - Korea down 6.0%. US futures drifting.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 closed up 30 points to 8823 (0.3%), with resources back in favour and the gold sector shining. It seemed as though defensive stocks were sold to fund buying in the likes of BHP, which rose 2.5%, and RIO, up 2.5%. The gold miners had a good day, with NST rallying 3.5% and EVN up 4.3%, alongside solid gains across the sector. We also saw gains in the oil and gas space as crude prices headed higher, with WDS and STO both up more than 1%. Coal stocks also performed well, with YAL enjoying a strong session, as did NHC. Uranium stocks were in the green too, with PDN up 6.7% following its quarterly report on its Namibian operations.Lithium stocks gained a little ground, but LYC fell 3.6% after a disappointing quarterly result highlighted higher costs. Meanwhile, industrials sold off, with the tech sector once again under pressure. XRO fell 2.6%, TNE dropped 2.3%, and NXT gave back some of yesterday's gains. REA, CAR, and SEK also fell, while the healthcare sector was led lower by CSL, down 2.8%. Industrials slipped, with WES down 2.1%, JBH off 1.5%, and BXB easing slightly.The banking stocks were mostly unchanged, with insurers slipping slightly and the Big Bank Basket closing relatively flat at $283.03 (+0.4%). HUB rallied 4.9% following yesterday's upgrade. REITs also weakened, with GMG down 2.0%, CHC off 1.7%, and SGP falling 1.9%.In corporate news, WES pulled the trigger on the expansion of its lithium project. RRL announced that a string of encouraging drill results would lead to further exploration, while LYC flagged increased costs associated with its expansion project in Malaysia.There was nothing of note in local economic news.Asian markets were weaker, Nikkei 225 up 0.1%, HK down 1.0% and China unchanged - Korea up 2.6%, well off highs.US futures weaker - Dow down 40 and Nasdaq down 165. Oil firms. European markets set to fall 0.3%Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 drifted around to close down 5 points at 8,791, as the banks paused after last week's rise and resources came back into focus. US futures sliding lower sapped early enthusiasm.The Big Bank Basket was flat at $283.68 (-0.7%) with MQG falling 0.8% and NWL down 2.2%. Insurers were slightly firmer, with QBE up 1.8% and MPL rising 0.6%, although REITs eased, with SGP down 1.0% and GMG off 0.9%. Industrials were mixed again, with defensives such as the supermarkets slightly firmer, along with TLS and REA, which continued to find some friends. Retail was also mixed, with WES up 0.2%, while others failed to keep pace.In the tech space, selling continued, with XRO down 2.1% and WTC off 3.6%, although there were buyers in MAQ.Resources were mixed. BHP steadied, RIO slipped 1.9%, lithium stocks remained depressed, and the gold sector bounced back from earlier losses, with WGX up 2.1% and WAF rising 2.6%. S32 had a good day, up 4.6%, after beating quarterly guidance.Oil and gas stocks were firmer as crude prices continued to push higher, with WDS up 1.4% alongside STO. Coal stocks also edged higher, with WHC up 2.7%, while uranium stocks posted modest gains.It was a relatively quiet day on the corporate front. PPT rejected the latest proposal from EQT, while CEH surged 15.2% on plans to develop its Queensland site. We also saw interim chairman of WJL spend $1 million buying shares, lifting his stake to around 5%, or approximately 24.5 million shares. EQR rallied 34.1% after Andrew Forrest's Tattarang disclosed a 16.8% stake.It was a quiet day on the economic front.Asian markets were weaker, Nikkei 225 down 4%, HK up 1.8% and China up 0.5% - Korea down 4.5%US futures mixed - Dow down 50 and Nasdaq up 8. Oil above $91. European markets set to fall 0.3%Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 finished unchanged at 8809, fighting back from earlier losses as resources found a footing. US futures helped, as did steady markets across Asia. Banks eased back, with CBA down %, leaving the Big Bank Basket at $281.76 (-0.6%). Other financials also weakened, NWL fell 2.2% and SOL dropped 0.8%. REITs were easier too, with GMG down 2.7% and CHC falling 1.3%. WOW and COL slid 1% as defensives were sold down. Healthcare picked up a little, with CSL rising 1.3% and COH up 1.6%. Industrials generally eased, WES flat and TCL dropped 0.8%, with SGH off 1.4%. Tech stocks were mixed, XRO and WTC found buyers, TNE fell 1.3% and NXT was 3.2% easier. All-Tech Index fell 0.3%. Resources staged a good turnaround, with BHP up 0.6% and FMG up 1.3%, while the gold miners recovered after early losses. Bullion pushed back above US$4,000. EVN rose 3.2% and VAU gained 1.4%. S32 also had a better session, while lithium stocks posted small gains. Oil and gas stocks rose as crude pushed higher, with WDS up 3.0% and STO rallying %. Coal stocks were firm, WHC up %, while uranium stocks were whacked again. PDN fell 6.0% and NXG lost 3.2%.In corporate news, KKR joined the consortium bidding for SDF. LNW powered 8.0% higher on a guidance update. CTD remains suspended as it tries to negotiate terms with the UK Government to stave off a liquidation event. GMD and VAU agreed terms for their merger.On the economic front, the ANZ-Roy Morgan Consumer Confidence Index rose slightly. The Westpac-Melbourne Institute Consumer Sentiment Index rose 4.1% to 83.9 in July from 80.6 in June.Asian markets were better, Japan up 0.5%, HK up 0.3% and China up 1.2%, Kospi up 1.2%.US futures slightly positive. Oil up 1.7%.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 rose 44 points to 8,806, up 0.5%, after a slow start, with the banks finding their feet. For the week, the ASX 200 fell 38 pts. CBA rose 0.5% and ANZ gained 0.8%. The Big Bank Basket rose to $281.06 (0.6%). Other financials also firmed, with MQG up 0.9% and NWL rising 2.2%. ZIP rallied 2.0%. REITs were better, with GMG up 0.2% and CHC rising 2.2%. In the industrials, we saw some profit-taking, with TLS under pressure now that Vicki Brady is back on board from her holiday. WOW and COL were also in profit-taking mode after defensive buying earlier this week. Elsewhere, the healthcare sector pulled back after a strong week, with CSL down 2.1% and RMD falling 0.9%. Technology stocks were under pressure, unable to capitalise on the improved outlook for US software companies, with XRO down 1.3% and WTC falling another 1.8%. The All-Tech Index fell 0.6%.Resource stocks were the heroes today, as the iron ore miners pushed higher. BHP bounced 2.5%, RIO also recovered after yesterday's heavy falls, rising 3.8%, while FMG edged up 2.0%. Gold miners were back in the green after this week's weakness, with EVN up 3.4% and NST gaining 1.7%. Lithium stocks remained under a little pressure, with PLS up 0.4%. Oil and gas stocks eased, with WDS and STO both lower. Uranium stocks were stronger, with PDN up 4.1%, while SLX was one of the standout performers, soaring 9.4%.In corporate news, INA responded to media reports of an approach from PPC. BVS jumped after it upgraded its FY26 earnings. WTC fell despite reassuring the market on DSV relations. SFR up strongly on an increase in its Black Butte mine life. There was nothing of note on the local economic front.Asian markets were mixed with the Nikkei 225 up 1.7%, the Hang Seng up 1.3%, and the CSI index down 1.0%. Kopsi up 4.2% ahead of SK Hynix debut. European futures were narrowly mixed.US futures were weaker with the Dow up 12 and the Nasdaq down 153. Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 fell 23 points as, once again, resources came under pressure. BHP fell 1.1%, RIO was hit hard following a broker downgrade, down 3.3%, and FMG also lost ground. Gold miners were weaker despite gold holding relatively steady. NST fell 0.9%, while EVN down 1.7%. Elsewhere, lithium and rare earth stocks also drifted lower, with S32 down 3.5%.Meanwhile, in the oil and gas sector, both WDS and STO rose, along with uranium stocks, following the deal with India announced by the Prime Minister. Banks drifted lower, with NAB the weakest of the Big Four, taking the Big Bank Basket down to $279.35 -0.1%). Insurers were mixed, as were financials, with ZIP falling 1.0%. The REIT sector also drifted lower, led by GMG down 0.9% and SGP off 3.7%, following yesterday's strong gains.Industrials and healthcare were slightly firmer. TLS recovered 1.2% after the outage issue, while both WOW and COL gained as investors sought out defensive names. Healthcare was also better, with CSL up 1.0%, although RMD slipped 2.8%.In the tech sector, XRO edged higher, although WTC eased slightly. Retail stocks also had a good session, with JBH up 0.3% and APE also rising 2.2%. Travel stocks eased as renewed US strikes in Iran pushed the oil price up 1.2%.In corporate news, SDF rose slightly as discussions continued on the takeover bid. FDC rocketed 12.3% higher after raising $400m in the largest IPO of the year, while LTR fell after securing gold price protection through forward selling to manage volatility.There was nothing of note on the local economic front, although we did see Chinese CPI and PPI data released today.Asian markets were mixed with the Nikkei 225 up 1.2%, the Hang Seng down 1%, and the CSI index up 0.6% European futures were firmer.US futures were also better with the Dow up 50 and the Nasdaq up 162Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 fell 27 points to 8,804 (0.3%) as resources came under significant pressure following renewed kinetic action in the Gulf. Gold miners eased and the broader resources sector was weak.The big miners struggled, with BHP down1.9% and RIO falling 1.8%. Lithium stocks were well and truly under pressure, with PLS down 5.5%, MIN off 5.6% and even LYC slipping 6.4%. Gold miners also lost ground as the bullion price eased back, with NST down 5.1% and EVN falling 5.3%. The nascent gold rally appears to have been snuffed out before it really got going. Elsewhere in resources, oil and gas stocks weakened, with WDS down 0.5% and STO off 1.5%, while coal stocks also drifted lower. Uranium names were under pressure too, with PDN down 4.1% and DYL off 6.9%.The banking sector was firmer, with CBA up 1.2%, while NAB and the other major banks also edged higher. The Big Bank Basket rose to $277.49 (1.4%) Financials generally performed well, with MQG up 1.0%, and insurers back in the green. REITs, however, lost ground, with SGP down 2.8% and GMG falling 0.7%.Healthcare continued to outperform, with SHL up 1.5% and RMD extending its recent rally. Technology was the standout sector today after WTC announced board changes, sending the shares up 5.7%. XRO followed suit, while REA and CAR also posted gains. The All-Tech Index rose 1.2%.In corporate news, NEC signed a new NRL contract. NWL enjoyed a strong session after upgrading forecasts for funds under administration, while LYC announced a $50minvestment in a Malaysian permanent magnet facility.On the economic front, ANZ Roy Morgan Consumer Confidence numbers fell again by 1.2pts to 74.7pts.Across Asia, all eyes were on Samsung after the shares fell heavily despite reporting a strong set of numbers. Although profits surged nineteen-fold, the result only narrowly beat analyst expectations.Asian markets were weaker. The Nikkei 225 fell 1.8%, Hong Kong fell 0.5%, China fell 0.8%, while the Kospi dropped 6.0% on Samsung results. European futures slightly negative.US futures were mixed, with the Dow up 28 and Nasdaq down 246. SpaceX joins the Nasdaq today. Oil up 1.2%.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 closed down 13 points at 8,831 (0.2%) after drifting from positive to negative throughout the day. The banks were a little sloppy, with WBC down 1.1% and the Big Bank Basket falling to $273.60 (-0.3%). The insurance sector also eased, while the rest of the financials were mixed.REITs also had a mixed session, with CHC down 0.7%, while GMG edged slightly higher. Industrials lacked direction. Healthcare was the standout sector, with CSL up 2.0%, RMD rising 1.3% and SIG adding 1.1%. Technology stocks also found support, with solid gains in WTC and XRO, both up 7.3% and 1.8% respectively, while REA and CAR also finished higher.Resources were mixed, with BHP down 0.8%, while FMG rebounded 0.9% from Friday's losses. The gold sector was in focus after GMD launched a rival bid for VAU, joining RRL in the takeover battle. Despite the M&A activity, NST fell 1.8% and EVN eased 1.6%. Lithium stocks were also slightly weaker, with PLS down 1.7% and LTR falling 2.9%.In the oil and gas sector, despite little movement in crude oil futures, positive broker commentary helped WDS rise 0.8% and STO gain 1.4%. Coal stocks drifted lower, while uranium stocks were little changed.In corporate news, it was all about the new VAU bid from GMD. We also saw a solid quarterly from GGP, while WOR firmed 0.2% after securing a new consultancy agreement. In the tech space, IFT edged 1.4% higher following an independent valuation of its holding in CDC.There was nothing of note on the economic front today.Asian markets mixed, Nikkei 225 down 0.5%, HK up 1%, China up 0.2%. Kospi down 1.5%.US futures: Dow up 8 pts, Nasdaq up 223.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 rose just 2 points to 8725 after an early swoon. NAB jumped 3.8% on a broker upgrade, WBC followed, up 2.2%, and the Big Bank Basket rallied to close at $269.80 (+1.1%)Financials were mixed, although insurers fared better, with QBE up 0.5% and SUN rising 0.8%. REITs continued to flounder, with GMG down 0.3% and SCG off 0.8%. Industrials also showed weakness, with WES falling 4.0% as brokers trimmed forecasts. SGH slipped 5.0%, while retailers came under pressure, with JBH down 1.7%, LOV falling 2.1% and HVN off 3.3%.Tech stocks were mixed again. WTC fell 1.6%, while XRO was slightly firmer following its AI deal with Microsoft. NXT dropped 5.9% and MP1 fell hard as cloud providers had a rethink. The All-Tech Index slipped 0.5%.Resources enjoyed a solid bounce in the gold sector as Kevin Warsh played a straight bat in Portugal. NST rose 5.5% and NEM gained 2.6%. Lithium stocks remained under pressure, with PLS up 0.4% and LTR slipping 3.2%. There was little to write home about in the rare earths sector. Oil and gas stocks eased as crude fell again, with WDS down 1.3% and STO off 1.4%. Uranium stocks were modestly higher.In corporate news, EOS gained 2.5% after securing another order from the Middle East. PPT rose 3.5% following a non-binding indicative offer from EQT, while IPX fell 3.0% after completing an acquisition. BHP announced it will spend $2.2 billion to reopen its mothballed Cerro Colorado copper mine.On the economic front, Balance of Payments numbers were released today.Asian markets were weaker, with the Nikkei 225 down 1.4%, the Kospi off 1.2%, Hong Kong up 0.9% and Shanghai down 1.9%. US futures were drifting higher, with the Dow up 27 points and the Nasdaq ahead by 53 points. Fair value is slightly negative, pointing to a modest start tonight. US markets are closed on Friday for the Independence Day holiday.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 finished the financial year on a lacklustre note, falling 45 points to 8779 (0.5%) as the banks gained and gold miners came under renewed pressure. The Big Bank Basket rose to $273.04 (0.4%) despite CBA holding firm. Other financials fared well too with ZIP up 3.5% and SUN rising 1.2%. REITs struggled as ex-dividend stocks weighed on the sector, with GMG down 3.0% and SCG off 1.5%. Industrials were mixed. TLS fell 1.6%, while tech eased, with XRO up only 0.1% and WTC falling 2.4%. The All - Tech Index gained 1.3% as CPU rallied hard, up 4.0%. Retail stocks drifted lower, while ALL rose 1.3%. Healthcare succumbed to sellers, with CSL down 0.6% and RMD falling 2.2%.Resources were a sea of red. Gold miners were whacked again as bullion slipped below US$4,000. NST fell 5.8% and EVN dropped 5.2%. Copper stocks were slightly firmer, with SFR up 1.0%, while lithium stocks enjoyed a better session, led by LTR, which ‘roared' back, rising 1.5%. The big iron ore miners all fell, with BHP down 0.7%, FMG off 1.9% and BSL 3.8% weaker. Oil and gas stocks bucked the trend, with WDS up 0.9% and STO rising 0.8%. Uranium stocks drifted lower.In corporate news, CKF fell 2.5% after reporting slowing sales in Germany. ALX was unchanged as IFM increased its stake to 55%.On the economic front, RBA Minutes today. ANZ Consumer confidence picked up slightly. Nikkei 225 up 1.3%, Kospi up 1.2% HK down 1.4% and Shanghai up 0.7%. US futures firm DJ up 4, Nasdaq up 76. European futures slightly higher.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 fell another 60 points to 8,749, down 0.7%. Once again, it was resources that bore the brunt of the selling, with the gold price testing $4,000 and heading below it, and gold miners slipping. NST down 3.3%, EVN down 3.8%, with the iron ore miners also under pressure today. RIO off 2.3%, FMG down 1.6%. Lithium stocks also fell away, with PLS down 5.0% and LTR also falling 7.4%. Copper stocks were very much on the nose, following falls in resource and commodity prices overseas. SFR down 3.6%. Meanwhile, oil and gas stocks were also easier as the oil price slipped another 1.7% in Asian trade, with WDS down 2.9% and STO down 2.8%. Not much happened in the uranium sector, with PDN slightly firmer on some results from Canada.The banks also struggled today, with CBA holding up better than the other three, still down 1.3%, while NAB was the worst of the bunch, down 3.4% following JDO's results and the stock being hammered 40.4%. The theory is that NAB is the most exposed to the business sector. The Big Bank Basket fell 1.3%. Other financials were less affected, with the insurers once again pushing higher. QBE up 1.3% and MPL up 2.7%. Industrials were a bright spot today across the board, with WES pushing up 2.5%, ALL up 2.4%, and retail stocks performing better after the jobs numbers released today. This points to an improving economic backdrop. We also saw WOW and COL continue to receive buying as defensive plays. TLS rose 0.6%.The REIT sector also did well today, with GMG up 1.1% and CHC up 1.0%. Healthcare was a standout sector as CSL continued to power ahead, up 2.3% and RMD also had a good day out, up 4.6%, with SIG performing well too. Once again, though, we saw losses in the technology sector, with XRO down another 3.5% and WTC giving back some of its gains from yesterday, falling X%, with the All Tech Index unchanged at CPU rose 0.5%In corporate news, A2M rose after declaring a special $300 million dividend. TEA also upgraded its earnings growth forecast, and THL received a fresh offer from a mystery suitor valuing the company at between NZ$3.30 and NZ$3.40 a share. JDO 40.4% smashed on higher provisions and slowdown. WOR down 9.7% on a second profit warning. EIQ soared 30.2% on an investment from PME.On the economic front, the headline unemployment rate fell to 4.4% in May, with employment rising by 40,000 and the number of unemployed people falling by 18,000. Most of the jobs growth, however, came from part-time employment, with only 5,000 new full-time jobs created.Nikkei 225 up 4.5%, South Korea up 7.0%, HK down 1.3% and Shanghai up 1.7%.US futures mixed, Nasdaq up 600 plus – Dow Jones up 65Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 slipped 13 points to 8816 (0.1%) in a quiet day of trade, oscillating between small gains and small losses. Banks remained solid, with CBA the star of the show, up 0.6%. MQG, though, fell 0.8%, while insurers were better, with QBE rising 1.5% and IAG up 3.0%.There was not much action in the REIT sector, with SCG up 1.1% and GMG largely unchanged.Elsewhere, it was a mixed picture across industrials and technology stocks. SGH rose 3.0% following the announcement of a $500 million buyback. However, we once again saw selling pressure in the tech sector, with REA down 3.1%, CAR off 3.3%, and XRO falling 4.5%, dragging the All - Tech Index down 2.6%.The biggest loser in the sector today was WTC, which crashed 18.4% after media reports revealed founder Richard White is under AFP investigation over alleged trafficking offences. And yet nothing from the company!In healthcare, CSL gave back some of last week's gains, off 3%, while PME rose 1.1%.Resources were also mixed, with BHP down 1.7% and RIO lower. Gold stocks perked up on the back of higher bullion prices, with EVN rising 3.4% and NST rallying 1.6%. Lithium stocks, however, came under pressure, with PLS down 6.0% and MIN falling 3.6%.Oil and gas stocks were modestly weaker, while uranium stocks followed a similar path.In corporate news, ING fell early before recovering to close down X% after imposing a full lockdown due to avian influenza concerns in Western Australia. MTS was also 1.9% weaker following an update on supermarket sales. A2M edged 0.9% higher after confirming it would proceed with its $300 million special dividend, while CCP withdrew its bid for HUM.There was nothing on the economic front locally, Nikkei 225 up 1.7% South Korea up 0.6%, HK down 0.5% and Shanghai up 1%. -0.5 US Futures - Dow Jones down 82, Nasdaq down 42. After fair value, small gains.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Wenn es um Energiewende, Mobilitätswende, Erneuerung der Landwirtschaft und damit um die Klimatransformation allgemein geht, fällt oft der Begriff "Verzicht". Eine Mehrheit der Menschen ist zwar für mehr Klimaschutz, jedoch ist nur eine Minderheit bereit, etwas am eigenen Lebensstil zu ändern. Die Klimatransformation wird automatisch mit Verzicht und Wohlstandsverlust gleichgesetzt. Doch tatsächlich ist es andersrum: Zu wenig Klimaschutz und die Ignoranz der Klimatransformation führt zu Wohlstandsverlust. Denn kaum jemand stellt die Frage: Auf was müssen wir heute verzichten? Quellen: 400.000 Tote jährlich durch dreckige Luft https://www.tagesschau.de/ausland/europa/eureport-umweltverschmutzung-101.html Plastik in Lebensmitteln: Was du darüber wissen solltest https://www.foodwatch.org/at/informieren/schadstoffe-in-lebensmitteln/plastik-in-lebensmitteln-was-du-darueber-wissen-solltest Vergleich unterschiedlicher Flächeninanspruchnahmen nach Verkehrsarten (pro Person) https://www.zukunft-mobilitaet.net/78246/analyse/flaechenbedarf-pkw-fahrrad-bus-strassenbahn-stadtbahn-fussgaenger-metro-bremsverzoegerung-vergleich/ Fehlender Wirtschaftsaufschwung: Was CDU/CSU dringend tun müssen - #RestartThinking Folge 312 https://youtu.be/aV_wPf84At4 Die "Mainzer Erklärung" der CDU: Die Zerstörung des Wirtschaftsstandorts https://youtu.be/YLQbW1jIKII Wie neoliberale Lobbyvereine durch Lügen und Verzerrungen Wirtschaft und Gesellschaft zerstören https://youtu.be/_JZr7l7RGCE Ein Format von und mit Mario Buchinger. Transformationsexperte, Physiker, Autor
The ASX 200 closed down 55 points at 8911 (0.6%), with the banks coming under some pressure and resources also slipping. CBA dropped 0.9%, WBC dropped 1.1%, but ANZ managed a small gain, along with MQG, which was again up on the day. The Big Bank Basket dropped to $269.97 (-0.75%). The rest of the financials were not faring so well, with ASX down 2.3% and HUB also down 2.3%, while ZIP fell slightly as well.The REIT sector also came under a little pressure again today, with GMG down 1.2% and SCG down 0.8%, while industrials were somewhat mixed as the tech sector continued to stumble lower. REA fell X0.6%, WTC dropped 3.4%, XRO lost 3.9%, and the All-Tech Index was down 0.5%. Retail eased slightly, although WES was up 0.3%, while both WOW and COL gained around 1%. Healthcare stocks were mixed, with CSL adding another 1.2%, but RMD fell hard on broker downgrades, down 3.8%.Meanwhile, in resources, we saw BHP slipped 0.8% on the iron ore price weakening, while RIO and FMG fell further. Gold miners were selectively under pressure, although gold in both Australian dollar and US dollar terms was slightly firmer. We had EVN down 1.9% and GMD up 0.3%, making for a mixed picture across the gold sector. Lithium and rare earth stocks fell back again today. PLS was down 3.0% and LYC fell 1.6%. We also saw selling in the oil and gas sector, with WDS down 1.2%and STO down 0.4%, while coal stocks eased back.In corporate news, CGF rallied slightly after its Fidante unit agreed to a merger with Channel Capital. SOL rose 0.8% after agreeing to sell its stake in Brickworks Property Trust to GMG. Elsewhere, EOS remained in a trading halt ahead of a material announcement involving a new defence contract.There was nothing special on the economic front. Citi estimates ANZ job listings fell 2.9% year-on-year in May, with Australia down 4.5%.Asian markets – China up 0.1% HK down 1.7% Japan up 1.7% Korea up 1.5%US Futures - Dow Jones up 248, Nasdaq up 339. Oil down 2.5%Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
In this Company Update, I chat with Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSXV: GMG / OTCQX: GMGMF), to discuss the company's latest operational milestones and future growth strategy. Craig breaks down recent news regarding their additional EPA application in the United States and answers a variety of investor questions spanning multiple product divisions. Key discussion points include: US EPA Application: An overview of the integration of G® Lubricant and THERMAL-XR®, and what the ability to manufacture graphene directly in the US means for the company's North American expansion plans. Commercial Sales Trajectory: A look into GMG's rapidly growing sales team, the current state of global product trials with major corporations, and the timeline for reporting substantial revenues. Battery Division Innovations: A deep dive into the energy density of their graphene aluminum-ion batteries, including how they achieve a zero-to-100% charge in just six minutes without the need for cooling systems. Next-Generation Products: A sneak peek into how GMG plans to leverage its existing distribution channels to bring new thermal management solutions to market. Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company - https://graphenemg.com/ ---------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
The ASX 200 rallied another 49 points to 8966 as optimism continues on Fed and war outcomes. After a slow start, and despite iron ore falling, BHP managed a 0.6% rise as passive funds continue to flow into the Big Australian. RIO and FMG drifted lower. Gold miners continued their recovery despite bullion slipping a little, NST up 2.6% and EVN up 2.9%, with RRL doing very well. Lithium stocks also continued recovering, with LTR up 3.9% and PLS rallying 2.8%, while rare earth stocks were mildly positive. Oil and gas stocks fell as oil continued to be barrelled over, with WDS down 3.6% and STO off 1.2%. KAR dropped 13.4% on a production downgrade and oil price woes.Banks firmed, with CBA the standout, up 1.1%, and the Big Bank Basket rising to $271.99 (+0.6%). Other financials also did well, with insurers up on premium hike talks. MQG rose 1.2%, hitting an all-time high. REITs were also positive, led by GMG rallying 1.4% and SGP up 0.9%. Industrials were mixed, although improving risk sentiment helped. SGH rose 1.2% and ALL gained 3.1%, while healthcare was also better. CSL edged higher and RMD rose 0.6%. Tech stocks bounced hard, with WTC up 4.1% and XRO rallying 3.5%, taking the All-Tech Index up 1.8%.In corporate news, A1N rose 31.0% on a settlement with Kyle Sandilands. FLT took off , up 5.3% on a lifting of travel advisories despite earnings issues. SGM surged 1.8% following an earnings update. SYL rose 8.2% after agreeing to acquire 100% of Queensland-based Shamrock Civil in a $51 million upfront deal. On the economic front, there was nothing locally.Asian markets – China up 0.2% HK down 0.5% Japan up 0.7% Korea up 1%US Futures - Dow Jones up 21 Nasdaq up 201.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 showed solid gains to finish up 49 points at 8,653. Once again, it was the tale of two cities, with the best of times and the worst of times. The banks held steady, with CBA down 0.2%, and WBC doing well, up 2.0%. Insurers also pushed higher, led by QBE up 2.4%, and even ASX up 0.6%, with the Big Bank Basket at $266.54. Elsewhere, industrials were once again stronger, with defensive stocks taking the bull by the horns. WES rose 4.3%, TLS rose 2.0%, and both the supermarket stocks WOW and COL did very well, building on recent gains in the healthcare space. CSL was also strong as it looks to have turned the corner, up 3.5%, with SHL also firm, although SIG fell 5.5% on the back of media speculation that it was looking at buying the Boots chemist chain in the UK. REITs were positive, with GMG up 1.6%, CHC up 1.8%, and other industrials faring okay. Retail also had a good bounce, with JBH up 3.5% and ALL up 2.2%. Technology stocks were still very much in the doghouse, with XRO down 2.0%, TNE down 2.3%, and NXT down 4.1%. Utilities firmed in this environment, and the All-Tech Index fell 1.8%.Meanwhile, resources were once again on the nose, with BHP up 0.2%, and RIO and FMG also falling as iron ore came under pressure. Lithium stocks fell, PLS down 1.7%, and LTR falling a big 8.0%, with MIN also suffering heavy losses. The gold sector was also slammed again as the gold price fell out of bed, with NST down 3.5%, EVN falling 5.0%, and RMS also having a bad day, down 3.8%. Over in the energy space, Woodside slipped slightly, and Santos pushed ahead somewhat, with coal stocks under pressure, WHC down 4.4%, and uranium stocks still on the nose.In corporate news, SDF rose 36.2% after receiving a $6.00 non-binding indicative offer. IGO fell hard after a fire broke out at the Chemical Grade Plant 3 facility at Greenbushes. WES had a good investor day reaction, saying it would drive growth through AI and data monetisation. Citi downgraded banks following the budget changes. In economic news, the ANZ-Roy Morgan consumer confidence rose for the second consecutive week, lifting two points to 70.8.Asian markets weaker. Japan down 1.9% Hong Kong down 0.9%, and China down 1.1%. South Korea falls again.US futures: Dow down 78 and Nasdaq down 132. Oil down 1.5%. Europe opening easier. Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 closed down 21 points at 8604 (0.2%), well off its lows for the day, with most sectors rallying throughout the session and the banking sector staging a turnaround. CBA fell 0.3%, with the Big Bank Basket easing only slightly to $265.42 (0.4%). Financials were generally firm, with MQG up 0.7%, while the insurance sector also performed well, led by QBE up 0.9% and MPL higher. REITs enjoyed a solid session, with GMG up 0.3% and SCG rising 1.6%. TLS also had a strong day, gaining 2.2%, although REA was a disappointment, falling heavily. Both WOW and COL posted gains as defensive buying in the supermarket sector helped push them higher. Retail stocks were also in demand, led by WES up 1.3% and APE rising 4.3%.Healthcare was another bright spot, with CSL recovering a further 1.6% and RMD also posting gains. Elsewhere, technology stocks remained under pressure but recovered from their lows, with XRO down 1.1% and WTC off 4.6%, while the All-Tech Index fell 0.1%.It was a different story in resources, although the sector also bounced from early lows. BHP fell 1.9% and RIO dropped 1.8% as iron ore and copper prices weakened. Gold stocks were also under pressure, with NST down3.3% and NEM lower. Lithium stocks slipped away, with MIN falling 2.6% and LTR off 3.3%. In energy, WDS rose alongside STO, although gains were relatively muted. Uranium stocks came under heavy pressure, with PDN dropping 8.8% and DYL down 7.6% as short sellers gained the upper hand.In corporate news, OML had a good day, up 9.6%, after receiving yet another NBIO, this time from Bain Capital. QUB rose 0.4% after the PNG competition regulator backed the company's planned takeover by Macquarie. On the economic front, NAB is now saying the next move in local interest rates is likely to be a cut. Business confidence rebounded as price pressures softened, according to the NAB Business Survey. However, Australian consumer confidence slipped back towards record lows, with the Melbourne Institute-Westpac Consumer Sentiment Index falling to 80.6, one of the lowest readings in its history.Asian markets mixed. Japan up 2.1%, Hong Kong up 0.1%, and China up 0.8%. South Korea jumps 8%.US futures: Dow up 8 and Nasdaq up 170. Oil down 1.5%. Europe opening slightly easier. Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 rallied hard off lows to close down 5 pts at 8724 (0.1%). CBA turned around, recovering well, the Big Bank Basket closed at $269.61 (- 0.8%). Insurers slipped, led by QBE off 1.3% and IAG down 2.2%. REITs too were under pressure, GMG off 0.4% and CHC falling 1.0%. Healthcare remains in the kennel, CSL falling another 1.7% with RMD off 2.1% and COH down 4.3%. Industrials slipped a little, BXB down 1.6% and ALQ falling 1.1%. Retail stocks were also on the nose following the minimum pay award update. JBH crumbled 5.4%, NCK down 3.1%. DMP dropped 5.9% on the wage news. Tech stocks were the stars of the show again today, WTC up 7.9% and XRO jumping 7.5%, with the All-Tech Index up 3.9%. REA had a good day, as did CAR.BHP and RIO once again pushed higher on copper exposure, the Big Australian hitting new records, up 1.4%. Gold miners recovered, with NST shooting the lights out as activist shareholder Elliott took a big position and called for change. Uranium stocks eased back again, PDN down 5.9% and DYL falling 5.3%.In corporate news, SRG jumped 16.6% on $1.85bn in new contracts. TEA soared 16.2% on an acquisition, DRO up 3.6% on a new $24.1m contract, and 4DX had a bad day on CT news. NST jumped on calls for change. On the economic front, consumer sentiment rose and the BoP fell as exports eased back. Asian markets mixed. Japan down 0.5%, Hong Kong up 1.8%, and China up 1.3%. US futures: Dow down 172 and Nasdaq down 83. Oil up 1.2%.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 took a dive today, down another 125pts at 8593 (1.4%), as the peace deal in the Gulf is starting to slide away. Banks and gold bore the brunt of the selling, with CBA off 2.1% and WBC down 1.3%, with the Big Bank Basket at $269.32 (-1.9%). Insurers also fell hard, QBE down 2.8% and IAG off 1.6%, with financials generally easier, while ASX continues lower.REITs also fell as bond yields rose, GMG off 1.2% and SCG down 0.8%. Old-school platforms remained under pressure, SEK down 3.9% and REA off 1.1%. Tech fell hard too, XRO off 2.6% and WTC falling 1.6%. The All-Tech Index dropped 1.1%. Healthcare was also under pressure, CSL fell 1.7% and RMD down 1.4%. Supermarkets held up. Industrials slid, BXB down 2.5% and QAN falling 1.5% as oil prices rose.Resources were sold down as bullion fell heavily and gold stocks turned nasty, NEM down 7.5% and EVN off 7.7%. Lithium stocks held up, PLS up 0.3%, while rare earths fell, LYC off 2.5%. Uranium stocks drifted lower, PDN down 1.7%. The big iron ore miners were also under pressure, BHP down 1.2% and RIO falling 2.5%.In corporate news, SDR rallied 8.6% after a new partnership deal. CSL dropped again despite the new CEO topping up his holding. VUL rose 2.3% as its financing package closed. And EOS had a good day, up 4.2% on some new director signings.On the economic front, April household spending collapsed much more sharply than expected, down 1.1% over the month.Asian markets eased. Japan off 0.5%, HK down 1.4% and China off 0.1%.US futures down slightly, Dow down 12 and Nasdaq off 141. European markets set to open around 0.7% lower. Oil up 3% on renewed hostilities.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 started slowly with early losses, but after a benign and better-than-expected CPI read, the bulls were back. The ASX 200 closed up 60 points at 8718 (0.7%). Banks fought back from bigger early losses, with CBA up modestly and WBC down 0.6X%. The Big Bank Basket unchanged at $275.52, whilst other financials improved, with MQG up 1.0%. IFT was having a good day on some broker upgrades, up 5.8%, and HUB was doing well too, up 2.0%. A horror run continued for ASX as it fell another 9.7% on the news yesterday of a further capex blowout and broker commentary today. The industrial space was mainly better, with WES gaining 1.4%, ALL up 3.2%, and GMG also having a good day after the results yesterday. Healthcare perked up slightly, with a good run from CSL up 2.4% and FPH also having another good day, up 4.1%. The tech space was mixed, with TLS down 1.0%, WTC up 1.4%, and TNE up as well. The All -Tech Index rose 2% today.In resources, it was a mixed session, with lithium stocks a little under pressure. PLS fell 1.9%, and MIN also down slightly, but BHP up 1.5% and FMG also doing well. Gold miners were mixed, with a bias to the upside, as NEM rose 1.3%, and coal stocks again were firm, with YAL up 2.1% and WHC up 2.2%. Uranium stocks were also slightly firmer, with PDN up 2.4%.In corporate news today, WEB rose slightly following results, with guidance maintained. EDV fell 4.9% after it flagged a major restructure of its wine operations. SXL was up strongly after Gina Rinehart emerged as a major shareholder. KMD was also doing well on a strategic review, up 17.3%. NUF also had a good day, up 13.7%, as profits jumped on higher margins.In economic news, the monthly consumer price index showed inflation slowed slightly to 4.2%, below the 4.4% forecast. The dollar slid slightly on this news and hopes that the RBA is on hold firmed.Asian markets were once again gripped by chip fever in South Korea and Taiwan. Records and new trillion-dollar valuations. Japan up 0.4%, HK down 1.1% and China off 0.6%. Kopsi up 3.6%. Taiwan up 2.4%.US futures slightly better. Brent crude down 1.6%No news on peace deal. US Cabinet meeting today.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 eased back 34 points today to 8658 (0.4%) in a quiet session, with US and UK markets closed last night. The banking sector was modestly lower, with NAB falling 0.8% and some more profit taking in MQG down1.6%. The Big Bank Basket $274.56 (-0.3%). Financials generally were under pressure as ASX revealed a further blowout in capex, and the shares fell hard, down 13.2%. Elsewhere, industrials were generally weaker across the board: TLS fell 0.9%, REA down 0.7%, and in the health care sector, CSL continued to push lower. REITs also eased back with an update from GMG, disappointing slightly. WES rose slightly, but generally the markets were on hold ahead of more news coming out of the Gulf.Tech stocks were barely changed with XRO down 0.1%, WTC off 2.6% and the All-Tech Index off 0.4%.Resources were mixed. Iron ore miners pushed higher, and S32 had a good day, up 4.8%, with a little interest in lithium stocks, but gold miners eased back as bullion prices fell on a lack of progress in the peace negotiations. NEM off 2.2% Coal stocks gave up some of the gains from yesterday and STO fell 0.9% despite encouraging news from an investor day. Uranium stocks were also easier, with PDN down 3.4%.In corporate news, KGN ran hard on a positive trading update, and MIN also had a good day. In other news, IFM has rejected the independent valuation of ALX, with directors urging shareholders to reject the takeover bid.In economic news, the ANZ-Roy Morgan Consumer Confidence index remained near its historic low last week, slipping 0.3 points to 66.1, as households remained under pressure from weak financial conditions and elevated inflation expectations.Asian markets were mixed with Japan down 0.2%, Hong Kong up 0.3%, China up 0.2%, and the Kospi up again to a new record. US futures were better, with the Dow up 327 and the Nasdaq up 255. European futures are opening slightly lower. Brent crude up around 2%. The US and UK reopen today.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
In this Company Update, I sit down with Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSXV: GMG / OTCQX: GMGMF), to review a series of major corporate and commercial milestones achieved over the last four weeks. Craig shares updates regarding global distribution partnerships, advancements in their production facilities, and strategic executive appointments aimed at scaling operations. The discussion covers several key corporate developments: THERMAL-XR® Expansion in Australia: Craig discusses a new commercial commitment to apply THERMAL-XR® to hundreds of air conditioning units in a major Australian luxury tower development. Global Oil & Gas Distribution Partnership: An overview of the exclusive international agreement with Curran International to deliver THERMAL-XR® to major oil, gas, and LNG players globally. Next-Gen Production Facility Updates: A status update on the construction and commissioning of the automated Gen2 facility, alongside long-term scaling plans for Gen2.1. New Chief Production Growth Officer: Introducing the strategic hire of an industry veteran from Rio Tinto to oversee the meticulous front-end framing of global production growth. Graphene Aluminum-Ion Battery & G® Lubricant Milestones: A technical review of electron-usage verification in their battery program, upcoming client sampling plans, and the path forward for fleet data collection. Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company - https://graphenemg.com/ -------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
US News and World Report releases their annual best over-the-counter products list; new guidance for drug safety evaluation during pregnancy; gMG indication broadened for efgartigimod; Beqalzi gains accelerated approval for MCL; and a novel treatment fast tracked for ALS.
In this Company Update, Cory Fleck is joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF). Following a series of significant technical and regulatory milestones, Craig provides an in-depth look at the company's progress in battery energy density, global patent protection, and the commercial rollout of their graphene products. Key discussion points include: Record-Breaking Battery Performance: A breakdown of the April 15th testing data showing greater energy density and why GMG believes they now possess the fastest-charging battery in the world. Aluminum-Ion Voltage & Stability: Insight into the increase in nominal voltage to 3.2V and how the battery's "flat curve" performance compares to traditional lithium-ion technology. Hybrid Electrolyte Innovation: The significance of GMG's new chloride-free, non-corrosive electrolyte and its role in enabling stable, rapid charging over hundreds of cycles. G-Lubricant U.S. Patent: Details on the newly granted U.S. patent for G® LUBRICANT and the path toward U.S. EPA approval. Industrial Validation & Partnerships: An update on the relationship with Rio Tinto and the ongoing efforts to gather performance data through high-stakes environments like Tickford Racing. Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company. ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Welcome to the NeurologyLive® Mind Moments® podcast. Tune in to hear leaders in neurology sound off on topics that impact your clinical practice.In this Mind Moments episode, Sarah Hoffmann, MD, PhD, senior neurologist at Charité – University Medicine Berlin, provides clinical insight into the evolving and often challenging landscape of seronegative generalized myasthenia gravis (gMG). Drawing from both clinical experience and research, Hoffmann discusses how seronegative MG is defined in the absence of detectable antibodies and why it represents a heterogeneous and often underrecognized subgroup of patients. The conversation explores key diagnostic challenges, particularly in patients with limb-predominant symptoms, where differentiation from other neuromuscular or functional disorders can be difficult. Hoffmann also reviews current treatment approaches, noting that while standard therapies mirror antibody-positive MG, access to targeted treatments remains limited. Additional discussion focuses on the barriers to advancing clinical trials in this population, the need for reliable biomarkers to better stratify patients, and the importance of continually reassessing diagnosis in nonresponders to avoid both undertreatment and overtreatment.Looking for more neuromuscular discussion? Check out the NeurologyLive® Neuromuscular clinical focus page.Episode Breakdown: 1:15 – Defining seronegative MG and estimating prevalence within overall patient population 2:15 – Diagnostic challenges and distinguishing seronegative MG from mimics and functional disorders 5:35 – Role and limitations of antibody testing, electrophysiology, and pharmacologic response 6:50 – Neurology News Network 9:05 – Current treatment strategies and variability in access to targeted therapies 11:55 – Barriers to clinical trials and need for improved patient stratification methods 13:05 – Key unanswered questions including biomarkers and reassessing diagnosis in nonresponders The stories featured in this week's Neurology News Minute, which will give you quick updates on the following developments in neurology, are further detailed here: FDA Accepts Zilganersen New Drug Application for Priority Review in Alexander Disease FDA Grants Accelerated Approval to Tividenofusp Alfa for Neurologic Hunter Syndrome FDA Approves Higher Strength, More Effective Nusinersen Dose for Spinal Muscular Atrophy Thanks for listening to the NeurologyLive® Mind Moments® podcast. To support the show, be sure to rate, review, and subscribe wherever you listen to podcasts. For more neurology news and expert-driven content, visit neurologylive.com.
On this week's episode the guys discuss all the real actual news with the reveal of the new Switch 2.5, Xbox Series Z, The Last of Us Part III, Red Dead Redemption 3, new GMG apparel, the new Superman game, and so much more! – http://linktree.com/thegmgpod – All of our links can be found on the LinkTree link including our audio podcast (Apple, Spotify, etc.), YouTube, Twitch streaming channels, Discord, Patreon, GMG Merchandise, X, Facebook, Instagram, and E-Mail. – Listen as Lucas, Patrick, and Ryan talk about video games, TV, movies, sports, Jesus, but most importantly, life...the greatest and most difficult game of all. And you shouldn't go at it alone, so we are gonna do it with you on this fine morning.
CME credits: 1.00 Valid until: 24-03-2027 Claim your CME credit at https://reachmd.com/programs/cme/turning-flares-into-function-flag-uncontrolled-disease/54770/ This program examines treat-to-target (T2T) principles in generalized myasthenia gravis (gMG), emphasizing measurable goals such as minimal manifestation status (MMS) and minimal symptom expression (MSE). Faculty review validated tools—including MG-ADL, QMG, and MG-QoL15r—to assess disease activity, identify uncontrolled disease, and guide escalation using the ≥2-point MG-ADL threshold. Key data from FcRn inhibitor trials, including ADAPT, MycarinG, and VIVACITY-MG3, are discussed alongside practical considerations on patient selection, IgG kinetics-based redosing, and patient-centered, interdisciplinary care.
CME credits: 1.00 Valid until: 24-03-2027 Claim your CME credit at https://reachmd.com/programs/cme/target-locked-in-gmg-why-t2t-matters/54768/ This program examines treat-to-target (T2T) principles in generalized myasthenia gravis (gMG), emphasizing measurable goals such as minimal manifestation status (MMS) and minimal symptom expression (MSE). Faculty review validated tools—including MG-ADL, QMG, and MG-QoL15r—to assess disease activity, identify uncontrolled disease, and guide escalation using the ≥2-point MG-ADL threshold. Key data from FcRn inhibitor trials, including ADAPT, MycarinG, and VIVACITY-MG3, are discussed alongside practical considerations on patient selection, IgG kinetics-based redosing, and patient-centered, interdisciplinary care.
CME credits: 1.00 Valid until: 24-03-2027 Claim your CME credit at https://reachmd.com/programs/cme/minimal-by-design-define-mse-endpoints/54769/ This program examines treat-to-target (T2T) principles in generalized myasthenia gravis (gMG), emphasizing measurable goals such as minimal manifestation status (MMS) and minimal symptom expression (MSE). Faculty review validated tools—including MG-ADL, QMG, and MG-QoL15r—to assess disease activity, identify uncontrolled disease, and guide escalation using the ≥2-point MG-ADL threshold. Key data from FcRn inhibitor trials, including ADAPT, MycarinG, and VIVACITY-MG3, are discussed alongside practical considerations on patient selection, IgG kinetics-based redosing, and patient-centered, interdisciplinary care.
CME credits: 1.00 Valid until: 24-03-2027 Claim your CME credit at https://reachmd.com/programs/cme/when-to-begin-fcrn-initiation-criteria-key-evidence/54771/ This program examines treat-to-target (T2T) principles in generalized myasthenia gravis (gMG), emphasizing measurable goals such as minimal manifestation status (MMS) and minimal symptom expression (MSE). Faculty review validated tools—including MG-ADL, QMG, and MG-QoL15r—to assess disease activity, identify uncontrolled disease, and guide escalation using the ≥2-point MG-ADL threshold. Key data from FcRn inhibitor trials, including ADAPT, MycarinG, and VIVACITY-MG3, are discussed alongside practical considerations on patient selection, IgG kinetics-based redosing, and patient-centered, interdisciplinary care.
CME credits: 1.00 Valid until: 24-03-2027 Claim your CME credit at https://reachmd.com/programs/cme/the-igg-clock-redose-using-igg-kinetics/54772/ This program examines treat-to-target (T2T) principles in generalized myasthenia gravis (gMG), emphasizing measurable goals such as minimal manifestation status (MMS) and minimal symptom expression (MSE). Faculty review validated tools—including MG-ADL, QMG, and MG-QoL15r—to assess disease activity, identify uncontrolled disease, and guide escalation using the ≥2-point MG-ADL threshold. Key data from FcRn inhibitor trials, including ADAPT, MycarinG, and VIVACITY-MG3, are discussed alongside practical considerations on patient selection, IgG kinetics-based redosing, and patient-centered, interdisciplinary care.
CME credits: 1.00 Valid until: 24-03-2027 Claim your CME credit at https://reachmd.com/programs/cme/escalate-with-intention-stepwise-target-anchored-moves/54773/ This program examines treat-to-target (T2T) principles in generalized myasthenia gravis (gMG), emphasizing measurable goals such as minimal manifestation status (MMS) and minimal symptom expression (MSE). Faculty review validated tools—including MG-ADL, QMG, and MG-QoL15r—to assess disease activity, identify uncontrolled disease, and guide escalation using the ≥2-point MG-ADL threshold. Key data from FcRn inhibitor trials, including ADAPT, MycarinG, and VIVACITY-MG3, are discussed alongside practical considerations on patient selection, IgG kinetics-based redosing, and patient-centered, interdisciplinary care.
CME credits: 1.00 Valid until: 24-03-2027 Claim your CME credit at https://reachmd.com/programs/cme/shared-goals-shared-gains-align-with-patient-preferences/54776/ This program examines treat-to-target (T2T) principles in generalized myasthenia gravis (gMG), emphasizing measurable goals such as minimal manifestation status (MMS) and minimal symptom expression (MSE). Faculty review validated tools—including MG-ADL, QMG, and MG-QoL15r—to assess disease activity, identify uncontrolled disease, and guide escalation using the ≥2-point MG-ADL threshold. Key data from FcRn inhibitor trials, including ADAPT, MycarinG, and VIVACITY-MG3, are discussed alongside practical considerations on patient selection, IgG kinetics-based redosing, and patient-centered, interdisciplinary care.
CME credits: 1.00 Valid until: 24-03-2027 Claim your CME credit at https://reachmd.com/programs/cme/the-2-point-signal-apply-2-point-rule/54777/ This program examines treat-to-target (T2T) principles in generalized myasthenia gravis (gMG), emphasizing measurable goals such as minimal manifestation status (MMS) and minimal symptom expression (MSE). Faculty review validated tools—including MG-ADL, QMG, and MG-QoL15r—to assess disease activity, identify uncontrolled disease, and guide escalation using the ≥2-point MG-ADL threshold. Key data from FcRn inhibitor trials, including ADAPT, MycarinG, and VIVACITY-MG3, are discussed alongside practical considerations on patient selection, IgG kinetics-based redosing, and patient-centered, interdisciplinary care.
CME credits: 1.00 Valid until: 24-03-2027 Claim your CME credit at https://reachmd.com/programs/cme/fcrn-same-class-different-pathsspot-agent-differentiators/54778/ This program examines treat-to-target (T2T) principles in generalized myasthenia gravis (gMG), emphasizing measurable goals such as minimal manifestation status (MMS) and minimal symptom expression (MSE). Faculty review validated tools—including MG-ADL, QMG, and MG-QoL15r—to assess disease activity, identify uncontrolled disease, and guide escalation using the ≥2-point MG-ADL threshold. Key data from FcRn inhibitor trials, including ADAPT, MycarinG, and VIVACITY-MG3, are discussed alongside practical considerations on patient selection, IgG kinetics-based redosing, and patient-centered, interdisciplinary care.
Das "Heizungsgesetz", offiziell "Gebäudeenergiegesetz" GEG, hat viel Unruhe gestiftet. Ein "Gebäudemodernisierungsgesetz" GMG, wird es ablösen. Das sieht z.B. für Gasheizungen steigende Anteile von Biomethan und Biokraftstoff vor. In dieser Podcast Folge fragen wir: gibt es davon überhaupt genug?
In this episode, we are joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (GMG). Craig provides a comprehensive update on the company's transition from development to commercial scale, highlighting the recent update on the Gen 2.0 Graphene Manufacturing Technology plant. Craig also discusses the expansion of their global sales team, and the real-world performance testing of their flagship products. Key Discussion Points: The Gen2 Production Leap: Craig explains how the new facility will increase capacity to 10 tons of graphene per annum using the same natural gas input as current operations. High-Performance Partnerships: A look into the collaboration with Tickford Racing, where GMG's G® Lubricant and THERMAL-XR® are being put to the ultimate test in the Australian Supercars series. Commercial Revenue & Sales Strategy: With over 15 sales professionals now active globally, the company is focused on converting a growing pipeline of test orders into major commercial contracts. Thermal-XR & Data Center Opportunities: An update on the EPA approval process in the U.S. and the massive potential for graphene coatings to reduce energy consumption in data centers. Graphene Aluminum-Ion Batteries: Craig explains the competitive edge of GMG's battery technology vs solid-state batteries. Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company. ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
In this exclusive episode of the North Texas Eagle Podcast, host JD Davis sits down with the 21st head coach in Mean Green football history, Neal Brown. Fresh off his December 2025 hiring and after a transformative year as special assistant at Texas, Coach Brown shares his vision for rebuilding North Texas into a consistent contender in the American Athletic Conference.Hear Brown's insights on: Embracing "blind trust" in his staff and the transfer portal to reshape the roster Lessons learned from his successful run at Troy, his time at West Virginia, and his "halftime" with the Longhorns Recruiting Texas talent, building culture in Denton, and maximizing UNT's unique position in modern college football Early portal wins, high school signees, and expectations for the 2026 season and beyond From offensive philosophy to program momentum after the Mean Green's strong 2025 campaign, this candid conversation covers all things Mean Green football. Whether you're a lifelong UNT fan or new to the #GMG family, don't miss Coach Brown's first in-depth interview with North Texas Eagle. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's episode the guys discuss Ball x Pit, The Game Awards winners and announcements, Dead Reset, cold weather, John Cena's retirement match, a new GMG game, and so much more! – http://linktree.com/thegmgpod – All of our links can be found on the LinkTree link including our audio podcast (Apple, Spotify, etc.), YouTube, Twitch streaming channels, Discord, Patreon, GMG Merchandise, X, Facebook, Instagram, and E-Mail. – Listen as Lucas, Patrick, and Ryan talk about video games, TV, movies, sports, Jesus, but most importantly, life...the greatest and most difficult game of all. And you shouldn't go at it alone, so we are gonna do it with you on this fine morning.
On this week's episode the guys discuss Ball x Pit, The Game Awards winners and announcements, Dead Reset, cold weather, John Cena's retirement match, a GMG game, and so much more! – http://linktree.com/thegmgpod – All of our links can be found on the LinkTree link including our audio podcast (Apple, Spotify, etc.), YouTube, Twitch streaming channels, Discord, Patreon, GMG Merchandise, X, Facebook, Instagram, and E-Mail. – Listen as Lucas, Patrick, and Ryan talk about video games, TV, movies, sports, Jesus, but most importantly, life...the greatest and most difficult game of all. And you shouldn't go at it alone, so we are gonna do it with you on this fine morning.
It's Thanksgiving and we welcome good friend of the show, Seth Saunders from Preferred Walk On to talk about an exceptional season from the Group of 5 teams. On this show we talk to Seth about...What we give thanks for during this 2025 football seasonThe impact of Eric Morris' situation at North Texas & if this opens the door for Navy to get into the American title gameThe job Charles Huff has done at Southern MissRemaining scenarios for who takes on Western Michigan in the title game Kennesaw State's awesome season What happened to Boise State this year and the job Sean Lewis has done at San Diego StateWhat more could JMU have done this season to get nationally recognised There are 23 Rivalry Games over the course of the weekend: We discuss how would we spend our Thanksgiving weekend & which games we would want to go to!Thanks for tuning in to the College Chaps Podcast - the United Kingdom's original and still best Podcast dedicated to the College Game. Stay tuned for more great guests. Don't forget to follow, rate & share!
On this week's episode the guys discuss driving with Claire, The Game Awards Game of the Year, The Lord's Prayer, candy bars, Hades 2, decorating for Christmas, the GMG wives, reading books, and so much more! – http://linktree.com/thegmgpod – All of our links can be found on the LinkTree link including our audio podcast (Apple, Spotify, etc.), YouTube, Twitch streaming channels, Discord, Patreon, GMG Merchandise, X, Facebook, Instagram, and E-Mail. – Listen as Lucas, Patrick, and Ryan talk about video games, TV, movies, sports, Jesus, but most importantly, life...the greatest and most difficult game of all. And you shouldn't go at it alone, so we are gonna do it with you on this fine morning.