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The ASX 200 pushed 15 points higher to 8580 (0.2%) in another quiet directionless day of trade. Banks were steady with the Big Bank Basket at $263.74 (0.3%), MQG fell 1.2% as the German Cum Div case ramps up. Other financials were mixed with ZIP down 10.6% on some US states querying BNPL fees. REITs rose led by GMG up 0.3% and SCG up 2.2% with industrials mixed, TLS up 0.8% and WOW and COL better. CPU bounced 2.7% with tech stocks easing back again, WTC down 2.3% and TNE continuing to fall. The All-Tech Index dropped 1.2%. In resources, the iron ore miners pushed higher again. BHP up 1.1% and RIO gaining 1.7%. Gold miners were mixed, PRU up 1.4% and VAU doing well. Lithium stocks steady, oil and gas stocks better, WDS up 1.0% and STO rising 0.9%. Uranium sector mildly positive.In corporate news, CKF fell 3.5% after a trading update, PNR dropped 11.9% as Tulla Resources sold down its stake. MAQ completed its 47MW Sydney AI data centre.In economic news, the Balance of Payments fell $500m in September quarter. A deficit of $16.6bn.Asian markets mixed, Japan recovered 0.2% with HK up 0.1% and China down 0.6%.10-year yields pushed higher again to 4.61%.US Futures steady.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
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!
The ASX 200 gave up its strong start to close up 70 points to 8607 as the higher-than-expected CPI number took the top off things. It was a monthly number, so can be more volatile, but 3.8% was above RBA and economist's expectations. Banks were mixed with CBA steady as NAB and WBC dipped down. The Big Bank Basket rose to $266.89 (+0.1%). MQG had a good day, up 2.8% and wealth managers also pushed ahead, HUB up 1.9% and NWL up 1.3%. Insurers mildly positive, SUN up 0.8% with REITs mixed, GMG up 1.3% but elsewhere losses as bond yields pushed higher. SCG off 0.5% and CHC down 0.4%. Industrials were firm, WES up 1.9% with retail surprisingly strong, JBH up 1.0% and APE rising 1.4% with TPW crashing 32.3% on a trading update. Fast food also better, GYG and DMP doing well, Travel stocks also better, WEB up 3.4% and FLT gaining 2.3%. Tech stocks continue to stumble around, WTC down 1.2% and XRO off 0.1% with TNE falling 2.8%. The All-Tech Index steady.In resources, iron ore stocks pushed higher, BHP up 2.0% and FMG up 2.4% with gold miners shrugging off early weakness to push higher, VAUDA did well, up 6.5% after the hedge book news, lithium stocks exploded, PLS up 7.2%and MIN up 3.0% with oil and gas better and small gains in uranium.In corporate news, Brookfield lobbed a bid for NSR at 286c. That is three bids this week. Debutante SEA rose 12.5% after a $20m IPO. EOS jumped 3.6% after a court penalty and DRO was up 8.5% again after its recent order.On the economic front, as above, the CPI was higher than expected at 3.8%. Chalmers and Bullock not happy.Asian markets were firm, although Taiwan in focus on fears of further Chinese aggression.10-year yields rose to 4.53% on CPI. AUD rose too.UK Budget today. European markets opening higher.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
A quieter day as the ASX 200 rose 12 points to close at 8537 (0.1%). Banks were in the doldrums, entering official correction territory as BEN AML issues sunk the sector, CBA dropped 1.2% and NAB off 0.1% with the Big Bank Basket down to $266.70 (0.7%). Other financials fell, Insurers eased, QBE off 1.5% and IAG falling 1.7%. REITs drifted lower, GMG down 0.7% and VCX off 1.6%. Industrials were a little weaker, WES fell 0.8% with WOW and COL easing back, tech slid, WTC off 1.5% and TNE showing a modest 1.6% gain. The All-Tech Index up 0.8%. Resources were generally positive. BHP rose 1.0% with RIO doing well, up 2.3% and FMG gaining 2.7%. Gold miners enjoying a big jump in AUD bullion, NST up 2.0% and EVN up 3.5% with the uranium sector slightly better and lithium fighting back to square. In corporate news, DRO rose 14.6% on a ‘new' EU order, RHC jumped 12.7% after reported revenue and earnings better than expected. WEB took flight after a 72% jump in TTV and SRG romped 6.4% higher on some new contracts. VAU rose 2.2% as it unwound most of its gold hedges. BEN dropped 7.4% on AML issues.In economic news, ANZ-Roy Morgan Consumer Confidence rose slightly. Highest reading since early September.Asian markets: Japan steady China up 1.3% and HK up 0.6%. European markets set to open higher again.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
A solid start to the week with the ASX 200 up 109 points to 8525 (1.3%). Across the board gains, with US futures pointing slightly higher too. Banks were better led by CBA up 1.2% and the Big Bank Basket up to $268.55 (1.1%). Financials were generally firm, even GQG up 0.6% and SOL rising 1.8% as it joined with Genesis to make a bid for MVF at 80c. Insurers rose, QBE up 1.4% and REITs did well, GMG up 2.1% and SGP rallying 2.3%. Industrials in the green, WES up 0.2% and ALL rising 0.5% with TCL up 2.0% and RMD up 2.2% better in healthcare. CSL too had a good day. PME rose 3.5% on new orders in America. TLS rose1.9 % and REA up 1.9%. Resources were mostly better, BHP up 0.6% with its on/off bid for Anglo, RIO rose 1.1% and FMG up 1.9%. Lithium stocks gave back some recent gains, MIN down 3.2% and PLS down 3.6% with gold miners up, GMD up 1.3% and rare earths also doing better. Oil and gas stocks slid on crude falls, WDS down 1.3% and uranium stocks slightly better.In corporate news, QUB were approached by Macquarie with a 520c NBIO whilst MVF rose 44.3% on a 80c bid. MYX returned to trade after the Treasurer knocked back the Cossette bid. DRO rose 1.8% after some more news on the recent share sales and a new US MD. IRE soared 8.0% before a trading halt concerning continuous disclosure.Asian markets weaker with Japan closed for a holiday, China down 0.6% and HK up 1.4%.European markets set to open higher again.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
James F. Howard Jr, MD - Direct From San Francisco: Emerging Data and Expert Perspectives on Targeted Therapies for gMG
James F. Howard Jr, MD - Direct From San Francisco: Emerging Data and Expert Perspectives on Targeted Therapies for gMG
The ASX 200 dropped another 136 points to finish at 8417, bring total losses for November to 5% so far – placing it on track for the worst month since September 2022. Resources were pummelled, BHP fell 3.2% on Chinese ore embargoes with RIO off 3.2% and FMG tumbling 5.5%. Gold miners were also hit hard despite bullion holding up, NEM down 6.1% and EVN off 4.5%. Lithium stocks saw selling back in aggressively, LTR down 8.4% and PLS off 6.9%. Base metal stocks and rare earths in trouble too, ELV down 11.8% and ILU down 11.6%. Energy stocks also under pressure, WDS down 2.7% and STO falling 3.0%. Industrials were less affected, TCL down 1.4% and GMG off 3.6% with WES down 1.4% and retail falling after LOV down 13.8% on guidance and AX1 crashing 15.4% on similar negative guidance. Banks saw selling, CBA held firm, the other three off, the Big Bank Basket down to $265.65 (%). Other financial slid, HUB down 3.3% and NWL off 4.5%. Tech was mixed, WTC gained 2.4% on reaffirming guidance at the AGM. The All-Tech index falling 0.8%.In corporate news, MYX saw its shares halted after a big fall and the Treasurer knocking back the bid. KGN rose slightly on an update, REH better despite a 18% fall in EBIT. WJL got BGH to pay 91c in the takeover battle. In economic news, nothing locally, Japanese inflation came in stronger than expected. Asian markets weaker with Japan down 2.5%, China down 1.9% and HK down 2.1%.European markets set to open weaker again.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
James F. Howard Jr, MD - Direct From San Francisco: Emerging Data and Expert Perspectives on Targeted Therapies for gMG
James F. Howard Jr, MD - Direct From San Francisco: Emerging Data and Expert Perspectives on Targeted Therapies for gMG
James F. Howard Jr, MD - Direct From San Francisco: Emerging Data and Expert Perspectives on Targeted Therapies for gMG
James F. Howard Jr, MD - Direct From San Francisco: Emerging Data and Expert Perspectives on Targeted Therapies for gMG
The ASX 200 started positively to fade to a loss of 21 points to 8454 (0.3%). Banks showed weakness with more slippage as the Big Bank Basket fell to $264.08 (-1.3%) CBA off 1.3% and ANZ down 2.0%. MQG continues to slide, down 1,4% and HUB off 1.1%. GQG is enjoying a rare moment in the sun, up 9.1% as it is pursuing an anti-AI tilt. Insurers eased, REITs were slightly firmer, GMG bouncing back 1.1% and VCX up 2.0%. Industrials were mixed again, ALL up 0.8% and LNW gaining 4.4%. Retailers fell, TPW down another 2.3%. GYG continues to suffer, off 4.3%, DMP down 0.2% as the shorts move back in. Tech found some bargain hunters, WTC up 0.4% and TNE stumbling around. Unchanged in the end. In resources, we saw a rebound in BHP and FMG, gold miners were back with bullion up to $6280 and EVN up 2.0% with GMD up 2.9%. Lithium stocks paused, rare earth stocks rose, Oil and gas stocks rose, WDS up 1.2% and uranium stocks modestly better. In corporate news, DRO, down 19.6%, shot out of the air as its US head left in a hurry. WJL got a 90c NBIO offer from Helloworld, NUF soared 10.8% on stronger guidance and KMD rose 2.1% on Q1 sales.In economic news, wage growth came in as expected at 3.4%. Asian markets quietly mixed with Japan up 0.1%, China up 0.2% and HK down 0.5%.European markets set to open weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
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.
A nasty start to the day accelerated to a loss of 167 points (-1.9%) on the ASX 200 as RBA minutes and US futures took us down. The big three sectors were hit hard with the iron ore miners smacked. BHP off 3.7% on UK court ruling and RIO off 2.7% with FMG falling 2.0%. Energy stocks also slipped, WDS down 1.9% with STO off 0.6% and uranium stocks under pressure. Gold miners too sold off as bullion slipped, NST down 5.6% and EVN down 5.2% with lithium the only sector that saw any green. PLS up 3.3% and LTR up 2.1%. Banks were also sold down hard, WBC fell 3.0% and CBA down 1.7% with the Big Bank Basket falling to $267.54 (-1.8%). Financials also in the seller's sights, NWL fell 6.2% and MQG off 1.7%. Insurers fell, QBE down 1.4% and REITS under pressure too. GMG off 3.0% as a tech play on data centres. Industrials saw across the board selling, WES fell 1.2% and REA off 2.4% with CAR falling 3.2% as TLS down 0.2%. Tech stocks were decimated after TNE disappointed, off 17.2% despite a special dividend. WTC fell 4.6% and XRO tumbled 3.3% with the All-Tech Index down 4.3%. In corporate news, JHX rallied 9.9% on better-than-expected results, AGM's dominated. BSL fell 1.7% on EBIT to land at the bottom of guidance range. CAT tested a life with a 11.7% fall on a growth rate of 19%. ALQ fell 2.9% on better numbers. PLT was a rare bright spot after a jump in first half profits, up 6.8%. On the economic front, RBA minutes took rate cuts off the table. Australian consumer confidence rose 0.7% too. Asian markets weaker with Japan down 2.9%, China down 0.3% and HK off 1.6%.European markets set to open weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 closed up 2 points to 8636 in a quiet session ahead of a big week in the US. Good comeback after a near 50 point fall this morning. Some signs of confidence returning with banks seeing a resumption of the sell CBA, buy the other three switch. The Big Bank Basket fell to $272.47 (-0.4%) as CBA dropped 1.0%. MQG ex-dividend today, down 2.3% with financials slightly firmer, QBE up 0.5% and HUB up 2.7% with NWL gaining. REITs firmed, GMG up 0.5% and CHC up 1.7% with industrials finding their feet, LNW up 3.3% with WTC up 1.2% although XRO fell another 0.1%. Retailers firmed, UNI up 1.7% and PMV up 2.1% with DMP gaining another 5.1%. GYG continue to fall, down 1.8%. Healthcare eased back, RMD under pressure off 2.1%, CSL down 0.8% and SHL slipping 1.5%. Resources were mixed, BHP fell 0.6% on the UK court ruling, RIO and FMG both better on higher iron ore prices in Asia, lithium staged a comeback, PLS up 3.7% and IGO rising 0.9%. LYC also bounced 5.5% with gold miners mixed. No significant damage done. GMD up 2.5% on a broker upgrade. Energy stocks all better, WDS up 0.9% and ALD rising 3.8%. IPX fell 3.0% after a return to trade following a report from Spruce Capital.PME jumped 4.2% on another $44m deal with Advanced Radiology. Some management changes, RHC rose 1.8% on a new CFO, MSB rallied 5.0% on a new CFO too with FPR better on an acquisition. ELD gained 6.3% on better than expected results.Nothing locally on the economic front. RBA board member wrote a column on the RBA mandate. In Japan, GDP came in better than expected.Asian markets weaker with Japan down 0.4%, China down 0.4% and HK off 0.6%.European markets set to open slightly weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
In this KE Report Company Update, we're joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), for a detailed discussion on the company's latest milestones across its Thermal-XR®, G® Lubricant, and battery divisions - including key distribution deals, EPA approval timelines, and next-generation production plans. Interview Highlights: Thermal-XR® Expansion: New Beijer Ref and Kirby Network agreement in Australia adds coating as a standard option on HVAC coils, backed by a 5-year warranty and energy savings. U.S. Market Entry: EPA approval expected by December, enabling Nu-Calgon rollout and first shipments to U.S. customers. G® Lubricant Rollout: European sales launching with palletized product; strong trial feedback and early fleet testing showing up to 30% fuel savings. Battery Development: Advancing fast-charge graphene aluminum-ion battery; validation testing underway with Rio Tinto (NYSE:RIO) and other partners. Graphene Scale-Up: Gen-2 production system under construction in Brisbane - 20× output increase, low capex (~A$2M), and future North America expansion planned. Upcoming Catalysts: EPA approval and U.S. product launch Distribution & fleet data updates Battery testing results Gen-2 plant commissioning mid-2026 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: https://kereport.substack.com/ 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. Investing in equities and commodities 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.
Graphene Manufacturing Group Ltd (TSX-V:GMG, OTCQX:GMGMF) managing director and CEO Craig Nicol talked with Proactive's Stephen Gunnion about the company's latest milestone — a commercial collaboration with global HVAC distributor Beijer Ref. Nicol said the agreement marks a key step in deploying GMG's graphene-based coating technology across the heating, ventilation, air conditioning, and refrigeration (HVAC-R) sector. Starting mid-November, Beijer Ref customers in Australia will be able to opt for the coating on condenser and evaporator coolers. "This is a big time milestone for the company for actually graphene coating and also for the air conditioning industry," Nicol noted. The rollout will cover Beijer Ref's 73 Australian locations. Nicol said the partnership offers customers energy efficiency benefits and a five-year warranty when applied by certified contractors. He added that GMG's Spray Academy, now running both in-person and online training, is crucial to ensuring consistent application standards. Nicol also outlined how GMG's coating fits into broader energy efficiency goals. With 24% of Australia's electricity usage linked to air conditioning, and grid strain during peak heat driven by inefficient units, GMG's solution targets significant reductions in power demand. Over time, GMG hopes to expand the rollout to additional countries and partners. Visit Proactive's YouTube channel for more videos, and don't forget to give this video a like, subscribe to the channel, and enable notifications for future content. #GrapheneTechnology #HVAC #EnergyEfficiency #GMG #BeijerRef #CleanTech #SustainableCooling #AirConditioning #GreenInnovation #HVACR
The ASX 200 fell 17 points to 8824 (0.2%) as CBA stumbled 6.6% lower on trading update. Every 1% is a 10-point fall. This wiped any thoughts of gains off the table. The Big Bank Basket fell to $284.31 (-3.8%). WBC bucked the trend in the banks, up 1.3%. Financial generally flat, MQG up 0.7% and QBE rising 0.6%. Industrials generally firmer, TCL up 1.0%, WES up 0.6% and WOW and COL slightly firmer. REITs firmed, GMG up 1.5% and SGP rising 1.3%. TLS also had a good day up 1.0%. Tech remained becalmed,.XRO flat and WTC off 0.3%. The All -Tech Index flat. Resources were firm. BHP, RIO and FMG were steady, but gold miners showed strength, NST up 3.2%, NEM up 4.3% and GMD rising 2.8%. Lithium stocks were also very strong, PLS up 7.5% and MIN up 6.0%. Oil and gas better, WDS up 1.6% and uranium stocks steady. In corporate news, CBA was the focus. Comments from Matt Comyn on competition and a reduction in NIM sent the stock down %. SCG rose 0.7% on a trading update. BEN also falling hard on cash earnings of $120,7m down 8.5%. COL flat on CEO comments at the AGM. EDV announced a new head of Dan Murphy's.Westpac-Melbourne Institute Consumer Sentiment Index surged 12.8% to 103.8 points in the past month. Asian markets easing back slightly. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 kicked 66 points higher to 8836 (0.8%) as news of a Senate vote to end the shutdown brought risk appetite back. ANZ results helped the banking sector as the market warmed to the transformation story, with the stock hitting record highs, up 3.2%. The Big Bank Basket rose to $295.69 (0.2%) with CBA slipping slightly.Financials were better, as MQG found some analyst love and ZIP rose 4.5% on Nasdaq listing news. NWL rallied 2.4%, with XYZ bouncing hard, up 6.9%. Insurers firmed; REITs were mixed, with GMG down 1.3% and SCG up 0.7%.Healthcare was also mixed as CSL fell 0.1% and RMD rose 0.6%. Industrials perked up after a lacklustre start, TLS up 0.6% with QAN rallying 2.3%, and the tech space doing well — WTC gained6.2 % and XRO rose 1.0%, with the All-Tech Index up %.Resources were also in demand — gold miners kicked higher, NST up 3.5% and EVN up 3.9%. Lithium stocks enjoyed a day out, PLS up 9.2% and MIN gaining 4.0%. Rare earth stocks were back in favour, LYC up 4.8% and ARU rallying 7.8% to its SPP price. Energy stocks were also in demand, WDS up 1.2% and PDN rose 7.9%, with LOT up 5.9% as uranium found favour.In corporate news, MND rose 11.0% on a trading update, DOW hit a five-year high on a solid opening higher $750m Chevron deal, and DNL exploded 7.8% higher on improved results. AUB flat on news that CVC Asia joined the fray. AGL rose 1.6% after it agreed to divest its stake in Tilt Renewables. MYX fell 5.9% on news Cosette will appeal the court decision.Asian markets – HK up 0.9%, China off 0.1% and Japan up 1.3%. US futures strong on shutdown hopes. Nasdaq up 307 Dow up 98. European markets set for a strong opening. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX smashed lower to finish the week off 59 points at 8770 (0.7%), with the week down 1.2%. Felt like a lot more really! Banks came under pressure, coming off all-time highs as MQG was dumped 5.7% and WBC and CBA fell hard. The Big Bank Basket dropped to $295.13 (-1.1%). Financials and wealth managers continued to fall, with NWL off 2.6% and AMP down 2.9%. REITs were a mixed bag — GMG steady, while CHC slipped 1.2%. Industrials slid, with SGH down 1.6% and ALL off 2.0%, while the tech sector came under serious pressure — WTC down 2.7% and XRO off 2.5%. The All-Tech Index fell 2.2%.TLS bucked the trend on defensive buying, up 1.2%, while QAN landed 6.6% lower after an update. Resources were weaker too, as the big miners sold off — BHP down 0.8% and RIO off 1.3%. Gold miners were mixed, with NEM up 1.8% and EVN down 0.7%. Some buying appeared in rare earths, but uranium came under a little pressure.In corporate news, XYZ dropped 15.8% on a Q3 revenue miss, QAN fell again on a trading update, and OML slipped 6.0% after warning of a weaker finish to the year. REA came under pressure on results, but NWS rallied slightly on its own. AQZ crash-landed 42.7% after a voluntary suspension ended with a large profit drop and the MD stepping down. MQG became the latest blue-chip loser to be skewered, on disappointing results.On the economic front, nothing locally, but Chinese trade numbers disappointed and iron ore dropped again in Singapore trade.Asian markets - HK down 1.1%, China off 0.2% and Japan down 2%. US Futures off lows, Nasdaq up 40 Dow up 50. European markets set for a slightly lower opening. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX fell another 12 points to 8802, well off lows, as resources were slammed hard. The market finished well off the lows of the day as US futures recovered from heavy early losses. Banks held up again, CBA up 1.3% and the Big Bank Basket up to $297.93 (+0.9 % ). MQG dropped 0.4%, and financials were mixed — ASX up 1.6% and GQG off 1.7% again. Insurers saw small gains, SUN up 0.6% and MPL up 1.2% on an acquisition. Industrials were mixed, TLS rose 1.5% with BXB recovering slightly, WOW and COL rose, and TCL up 0.8%. Tech stocks fell, XRO off 0.9% and WTC continuing to fall off 1.4%. The All-Tech Index was down 1.7%. Healthcare stocks were mixed — CSL fell 0.4% despite a briefing on vaccines this morning, RMD up 0.6%, and PME slipping 1.4%.Resources tumbled, BHP off 0.5% with FMG down 2.5%, though well off the lows. Gold miners saw small losses even as bullion pushed higher. Lithium stocks fell hard, PLS down 3.3% and MIN off 3.4%. Rare earths saw heavy losses, LYC off 3.3% and ILU down 3.6%. Second-liners like ARU fell 5.7%, well below the SPP placement price of 28c.In corporate news, TYR appointed Nigel Lee as new CEO, GMG fell 3.4% on an AGM update. WDS looking to boost cashflow.Nothing on the economic front here. Asian markets crumbled in places — the Nikkei 225 dropped the most since April, as tech valuations came under scrutiny.Asian markets - HK up 0.1% China up 0.1% and Japan down 1.5% 10-year yields 4.31%. US Futures off lows, Nasdaq down 52. Dow up 56.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 dropped another 81 points to 8814 (0.9%) as the RBA kept rates unchanged as expected. Banks and iron ore miners synchronised falls, with the Big Bank Basket down to $295.15 (-0.4%). WBC saw buyers up 1.5% on broker comments post the result. CBA down 0.8%. Insurers and financials slid, MQG down 0.8% and QBE off 0.7%, with SOL continuing to flounder off another 1.7%. REITs under pressure again, GMG off 1.9% and SGP falling 1.1%. Industrials weaker with some exceptions, DMP, LNW and PWH in the green. WES lost another 0.8% with JBH off 1.9% and SUL falling 2.8%. Tech eased back again, XRO down another 1.6% and WTC falling 1.5%.In resources, iron ore miners under pressure with prices off in Asia. BHP down 1.9% and FMG dropping 2.7%. Lithium and rare earths seeing profit taking, LYC down 1.2% and MIN off 2.3%. Gold miners were generally steady. Oil and gas eased, WDS down 0.7%, and uranium stocks fell back to earth.In corporate news, GEM fell 13.0% on an earnings update, LNW to delist from Nasdaq, CCX jumped 8.8% on positive momentum in trade. NVX crashed 10.6% as Stellantis pulled out of its agreement.On the economic front, the RBA left rates unchanged. Capital Economics believes the Reserve Bank will still lower interest rates twice next year, with the first reduction coming in the third quarter.Asian markets mixed, HK up 0.2%, China down 0.4% and Japan down 0.5%. 10-year yields 4.34%. US Futures easing back, Dow off 189 and Nasdaq falling 218.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 started badly down some 40 points but rallied to close up 13 at 8892 (0.2%). Once again it was the banks that led the turnaround with WBC numbers pleasing and the sale of the RAMS Home Loan book also a positive. The bank closed up 2.8% with the Big Bank Basket at $297.33 (+2%). CBA kicked up 2.3% and other financials were mixed. REITs slid with GMG down 0.2% and SGP off 0.8% and insurers also fell, QBE down 1.2%. Industrials ended up mixed, after a sluggish start, WES up 0.3% and REA bouncing 1.1%. Tech stocks did better, WTC up 0.6% and XRO rallying 2.3%. In the healthcare space, RMD fell 4.3% on its results, CSL continued to drag the sector down, off another 1.7%.Resources were weaker on Chinese data, BHP down 0.2% and rare earths spluttered lower, LYC off 8.1% and lithium depressed, PLS down 5.2% and LTR off 0.4%. Gold miners eased back as bullion tested $4000, NST down 2.0% and EVN off 2.5%. Oil and gas stocks rose as crude pushed ahead, WDS up 1.3% and STO up 1.1%, uranium drifted lower, PDN down 2.0%.In corporate news, DRO steady on a Latin American order, DMP rose 0.2% after selling its printing business.Asian markets mixed, HK up 0.1%, China up 0.2% and Japan up 0.9%.10-year yields 4.35%. US futures slightly higher.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today's focus is on a series of significant advancements that are poised to reshape the landscape of drug development, regulatory standards, and patient care.Eli Lilly has made remarkable strides with its dual-action obesity medications, Zepbound and Mounjaro. Despite being removed from the CVS formulary, these drugs have achieved exceptional sales figures, reaching $10 billion in a single quarter. This success can be attributed to Lilly's innovative direct-to-consumer sales strategy, which exemplifies how modern marketing approaches can overcome traditional market barriers. Additionally, Eli Lilly's partnership with Walmart to expand access to Zepbound through retail pharmacy pickups exemplifies a strategic approach to enhancing patient access to crucial medications. By leveraging Walmart's extensive retail network, this collaboration facilitates easier access to obesity treatments—a significant public health challenge—enhancing both patient convenience and broadening market reach for Lilly's products. These achievements not only highlight the potential of strategic marketing but also underscore a growing demand for effective obesity treatments within the pharmaceutical industry.In another exciting development, Alnylam Pharmaceuticals has reported impressive sales figures for Amvuttra, a treatment for transthyretin amyloid cardiomyopathy. Surpassing analysts' expectations, this success signals a growing market for treatments targeting rare diseases and emphasizes the importance of strategic market expansion to reach underserved patient populations.Meanwhile, Bristol Myers Squibb's anticipated schizophrenia treatment, Cobenfy, has experienced a lukewarm market entry. While meeting initial expectations in its first year, it has yet to create the breakthrough impact investors anticipated. This situation highlights the challenges even well-hyped pharmaceuticals face upon launch and underscores the need for continuous strategic planning to ensure market penetration and sustained growth.A surprising development in mergers and acquisitions comes from Novo Nordisk's $6.5 billion counteroffer to acquire Metsera, an obesity biotech initially targeted by Pfizer. This aggressive move reflects intense competition in the obesity drug market and illustrates the high stakes involved in acquiring promising biotech assets that could potentially transform treatment paradigms for chronic conditions like obesity.The vaccine industry is navigating its own set of challenges with declining sales across the board. However, Merck's adult pneumococcal vaccine Capvaxive has shown promising initial sales figures. As the first pneumococcal vaccine specifically designed for adults, Capvaxive indicates a potential niche market that Merck could successfully capture.On the regulatory front, significant measures are being taken by the FDA to boost biosimilar availability against drug pricing pressures. New draft guidance aims to eliminate clinical testing requirements for biosimilars and categorize all approved biosimilars as "interchangeable." This initiative could significantly reduce biologic medicine costs post-patent expiration and increase competition in the market, potentially making essential medications more accessible to patients. Additionally, the FDA is proposing streamlined biosimilar approval pathways aimed at reducing overall bio-drug costs—a welcome move reflecting concerted efforts to make essential medications more affordable and accessible globally.Argenx has reported positive trial results for Vyvgart in treating generalized myasthenia gravis (gMG), highlighting its commitment to addressing unmet needs within this patient population. These findings could expand treatment options for gMG patients who have been previously overlooked in thSupport the show
The ASX 200 dropped another 41 points to 8886 as interest rate sensitive stocks fell and WES dropped 7.1% on AGM comments. Banks held firm as we await details from APEC on the Trump/Xi Meeting which was all over in 90 minutes. The Big Bank Basket held at $289.37 (+0.1%), with insurers slipping and financials a little wishy washy. REITs tumbled as rates rose, GMG down 1.3% and SCG off 2.9% on rate rethink. Industrials were also weaker, ALL fell 2.2% with WOW gaining 3.3% at the expense COL down 2.6%. REA continued to fall, down 2.6%. TLS off 1.4% and tech stocks fell again, XRO down 2.6% and WTC down another 2.6%. TCL slid 2.4% with JBH under pressure following a trading update. CSL found some friends, up 5.2% but RMD and COH fell.In resources, a mixed picture, gold miners were spotty. Some ok, some not, NEM gained 1.3% and RRL up 1.2% with uranium stocks still in fashion (for now). PDN up 5.9% and lithium stocks benefitting from broker upgrades to the lithium price. PLS up 5.4% and LTR gaining 11.2%.In corporate news, MIN soared 13.7% on much better-than-expected results, UNI fell 4.3% after an update and L1G returned to trade after capital raise and soared 11.7%. CIA also doing well on a quarterly in the iron ore space, up 9.9%. JHX fell 3.1% after losing the chair to a vote.In economic news, the BoJ held rates unchanged, Trump met Xi for 90 minutes to talk trade. Not sure that is long enough to really get into the ‘nitty gritty', but China seems to be happy to buy soybeans. Tariffs reduced from 57% to 47%. Not a huge deal really.Asian markets mixed, HK up 0.1% China down 0.3% and Japan up 0.5%10-year yields 4.23%. US Futures not doing much really. Yet.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Listen to the newest Brain Talks episode on rethinking the way we look at disease burden, featuring perspectives from patients, researchers, and policy experts on what it truly means to live with generalised Myasthenia Gravis (gMG).This episode tackles a critical question: Are we truly capturing what rare brain diseases cost patients, families and society?In this episode, host Sam Pauly explores:
The ASX 200 dropped 86 points to 8926 (-1.0%) as inflation came in hotter than expected and snuffed out any rate cut hopes for next week. The banks bore the brunt, CBA down 2.1% and WBC falling 3.1% with the Big Bank Basket falling to $289.08 (-2.1%). Insurers fell, QBE down 1.6% and SUN off 2.0%. Other interest rate stocks fell, TCL down 1.9% and REITs under pressure, GMG down 1.4% and SGP off 3.9%. Industrials eased back, WES dropped 1.7% and ALL off 1.6% with WOW up 2.4% as COL fell 1.9%. CSL continued to decline down 4.0% and XRO falling 2.0% with the All-Tech Index off 1.4%. In resources, iron ore rallied, BHP up 1.3% and FMG up 1.0% and the gold sector doing much better, EVN up 2.4% and NST up 2.4%. Rare earths still under some pressure, ARU off 20.0% as the capital raise weighed, lithium stocks trying to push higher, PLS up 1.6% and the uranium sector soaring on a Cameco deal in the US and BOE jumped 19.8% on quarterly numbers, PDN up 11.3% and oil and gas flat.In corporate news, NCK gained 12.7% on strong Q1 ANZ sales. WOW up 2.4% on quarterly sales, SDR rose 2.5% on a trading update. On the economic front, underlying inflation came in stronger than expected at 3%. Rate cuts are off for 2025. Trimmed mean of 1% QoQ. Well above the forecast 0.6%.Asian markets generally firm, Nikkei 225 up 1.9%, HK up 0.1% and China up 0.4%. 10-year yields 4.23%. US Futures mixed. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 rose 37 points to 9056 (0.4%) after flirting with a new record high. Banks came off the early boil somewhat, CBA up 0.8% and the Big Bank Basket up to $291.17 (+0.7%). Financials generally were firm, ZIP up 3.0% and XYZ 1.8% higher. REITS too were a little better, GMG up 0.9% and SCG up 0.2%. Industrials generally were solid, ALL up 1.8% and QAN took off, up 3.4% with BXB also doing well, up 1.2%. COL and WOW slightly better and tech mixed, WTC down 0.6% and XRO up 0.9% as the All-Tech Index rose 0.4%. In resources, it was a mixed picture, iron ore majors firmed, BHP up 0.7%, gold miners were mixed on quarterly results, NEM continued to see profit taking post the quarterly, down 3.1% and RMS fell 5.7% on quarterly. Rare earths remain under pressure as the US and China edge closer to a trade deal. LYC down 2.4% and ILU off 6.9%. Oil and gas stocks slightly higher, STO up 1.4% with uranium mixed. In corporate news, NXL dropped 16.8% on the CEO resigning, PNV bounced 3.9% as the chair fell on his sword and VEA fell 4.3% on cigarette sales drop. AUB jumped 12.1% on takeover rumours from Swedish PE. On the economic front, Chinese industrial companies saw their earnings surge the most in nearly two years. Asian markets firmed on trade hopes. Japan up 2.1% China up 1.1% and HK up 1.0%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
“Ma il Figlio dell'uomo, quando verrà, troverà la fede sulla terra?” (Lc 18, 8) Oggi vogliamo festeggiare insieme a voi la memoria di San Giovanni Paolo II riprendendo il discorso alla veglia della GMG 2000 a Tor Vergata… parlando delle dipendenze e del cammino spirituale! Ascoltaci!… I podcast sul discernimentohttps://www.youtube.com/playlist?list=PLjJkKNPPm1WpVpgQeUflSjMx5ZXbaTm-o Gli articoli sul discernimentohttps://uncorpomihaidato.com/category/il-discernimento/ Il discorso completo a Tor Vergatahttps://www.vatican.va/content/john-paul-ii/it/speeches/2000/jul-sep/documents/hf_jp-ii_spe_20000819_gmg-veglia.html Aiutacihttps://uncorpomihaidato.com/aiutaci/ …Musica del podcast "Mother of God", Debora Vezzani:https://youtu.be/g0aznkFu790---------------------"Un corpo mi hai dato" è un progetto di evangelizzazione nato per rispondere alla domanda "Come il corpo ti parla di Dio nella tua vita?".Corpo come casa che ogni giorno sei chiamato ad abitare in pienezza e nella tua unicità di figlio amato dal Padre.Corpo come pane spezzato per condividere l'Amore sperimentato con i fratelli in Gesù. Corpo come Corpo di Cristo, la Chiesa, come famiglia dove nutrirsi del Pane della Vita.Un corpo che nasce, cresce...e rinasce!Come?Cammina con noi per scoprirlo! ... Vuoi conoscerci meglio e andare dietro le quinte, per vedere come siamo arrivati fin qui oggi?https://uncorpomihaidato.com/scoprici/ Per richiedere una tappa del nostro tour e/o un accompagnamento personale:https://uncorpomihaidato.com/contattaci/ Per aiutarci a portare avanti questa missione:https://uncorpomihaidato.com/aiutaci/ E per tutto il resto: SITO INTERNET https://uncorpomihaidato.com YOUTUBE: https://www.youtube.com/channel/UC1l5PfLcyIGWqSj7RVOexwg/ SPOTIFY https://open.spotify.com/show/0GQd3LJjXfU4pA0xoRwhDB?si=2jXknMmVTrCPW33nJVGnTQINSTAGRAM: https://www.instagram.com/uncorpomihaidato/ GRAZIE DI CUORE!A presto! Emanuele&Marianna&co.
The ASX 200 rallied 37 points after a weaker start to 9032 (0.4%) as banks broke on through. With CBA up 2.6% and NAB rising 1.4% and the Big Bank Basket up to $292.49 (+1.9%). Insurers bounced back from Friday's heavy losses, QBE up 3.7% and IAG rising 2.2% with financials also doing well, CGF up 1.1% and ZIP up 4.3% on quarterly numbers. REITS back in favour, GMG up 0.7% and SCG rising 1.5%. Industrials too were back in demand, BXB rallied 2.0% with REA up 1.2% and WES rising 1.0%. Tech stocks a little better for a change, WTC up 0.9% and XRO putting on 0.3%. Resources were generally weaker, gold miners under pressure again on profit taking, NST down 3.6% and EVN falling 4.9%. Iron ore miners eased, but rare earths were back in vogue. LYC up 6.6% and ARU leading, UP 18.5%. PLS rose 2.2% with DTR up 7.5% on Colosseum news. A better day for oil and gas, STO up 2.6% and WDS gaining 0.7%. Uranium stocks slipped, PDN down 4.9% and DYL in deep red, off 18.8% as the CEO quit!In corporate news, DRO lost 2.6% as quarterly showed a big revenue jump as expected, ZIP were better than forecast and extended the buyback, BAP crashed 17.7% on operational issues and impairments and a downgrade. On the economic front, NZ inflation rose to 3%, Chinese GDP came in a 4.8% as expected. Asian markets bouncing back hard, Japan up 2.9% on political resolution perhaps, China up 0.7% and HK up 2.2%.10-year yields rise to 4.14%.European markets opening around 0.3% higher. Results in focus this week.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
ASX 200 fell back to earth, dropping 73 points to 8995 (0.8%). Hot air is escaping from hot sectors today. Banks slid a little with the Big Bank Basket down to $286.96 (-0.2%). ANZ down 0.5% and MQG falling 1.0%. Insurers were smashed on 10-year yields plunging, QBE down 9.3% and IAG off 6.2%. Financials also under some end of week pressure, GMG gave back some gains falling 2.4% and industrials slid. WES down 0.9% and ALL off 1.4%. Tech under pressure again, WTC down 1.8% and XRO off 0.4%. The All-Tech Index off 1.8%. Resources were a mixed bag, gold hit more records, 9 straight weeks of gains! NST up 2.3% and EVN up 1.9% with rare earth companies coming unstuck. LYC fell 5.7%, at least off lows, ILU withdrew guidance, dropping 2.4% and copper stocks fell. BOC having run hard and collapsed today, off 33.8%. Serious profit taking in the hot stocks today, uranium stocks also under some pressure. Oil and gas stocks slipping again, STO off 3.3% and WDS down over 2.6%. In corporate news, NXG fell 6.1% after raising C$1bn in a global equity offering, VUL dropped 7.7% after a partnership with JordProxa was announced. ERD collapsed 33.6% on an impairment charge related to the US business and guidance downgrade. BHP slipped 0.4% as inventories of Jimblebar fines built up at Chinese ports. On the economic front, nothing today. Albanese set to meet Trump next week.Asian markets fall, Japan down 1.3% China down 1.3% and HK down 1.6%. 10-year yields fell to 4.08%.European markets opening lower.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 hit record highs today, closing at 9068 up 78 points (0.9%) in a very strong session. Today, it was banks and industrials doing much of the heavy lifting — along with a solid contribution from the gold sector. MQG led the charge, jumping over 5% on the back of news it had sold some of its data centre assets — good news all around. The big kicker came at 11:30 am, with jobs data showing an unemployment rate of 4.5%. That gives the RBA plenty of room to cut rates further on Melbourne Cup Day. Across the industrials, gains were broad-based: WES up 1.3%, WOW up 1.9% , GMG up 4.9% and buoyed by enthusiasm for data centre exposure following Macquarie's sales. CSL added 1.8%. TLS rose 0.4%. The banks were steady if unspectacular, while insurers and wealth managers shone. HUB soared 10.5%. AMP also rallied 8.5% on the back of a positive quarterly update.The technology sector, however, missed the memo on record highs — WTC and XRO both slipped around 1.4%, continuing their recent stumbles.The resources sector was busy once again. BHP edged slightly higher, while FMG and RIO eased. The gold miners were the standout as gold hit fresh record highs. NEM up 3.4% and EVN up 3.3%. The rare earths and lithium stocks came under pressure after Scott Bessent talked of an extension of the 100% tariffs deadline if China eased export restrictions. LYC fell 5.7%. Other rare earth names substantially also weakened in sympathy.In corporate news, MYX rose 11.3% after it received court approval for its takeover by Cosette, with no wriggle room left — though FIRB approval is still required. RIO is searching for strategic partners to develop a huge copper deposit inBougainville. TWE edged 1.8% higher after its AGM, where Chairman John Mullen discussed ongoing challenges and sales developments in China.On the economic front, the jobs report confirmed unemployment rising to 4.5%, with a steady participation rate. That combination pushed bond yields lower, the Australian dollar weaker, and equity markets higher — a triple treat for investors heading into Friday and more US results.Asian markets rise, Japan up 0.5% China up 0.1% and HK down 0.4%.10-year yields fell to 4.17% on jobs data.European markets slightly lower. UK GDP today.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
In this KE Report Company Update, we're joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), for a detailed discussion on the company's recent developments - from patent milestones to global product rollout plans and revenue growth strategies. Key Discussion Highlights: Thermal XR Patent Approval (Australia): Craig explains the significance of GMG's newly granted patent for its Thermal-XR® graphene coating, which improves corrosion resistance and heat transfer in heat exchangers. This 20-year patent provides strong IP protection and is expected to pave the way for similar approvals in the U.S., Europe, and other regions. Expanding Global Reach: The company has launched its first multi-language, palletized product line for distributors, featuring G® Lubricant and Thermal XR®. With labeling in 16 languages, GMG is now positioned to sell across key international markets through an expanding distributor network. Go-to-Market Strategy: Craig outlines how GMG is focusing on scalable distribution - moving from bulk industrial customers to retail-ready formats that can reach global partners in the automotive, HVAC, and industrial maintenance sectors. These smaller, ready-to-ship packs will enable more consistent sales growth and global availability. Revenue Outlook: While fiscal 2025 revenue dipped slightly due to lumpy project sales, Craig emphasizes that upcoming palletized product distribution should drive more repeatable, diversified revenue streams. Upcoming Catalysts: Pending EPA approval for Thermal XR® in the U.S. Distributor rollout and initial palletized product orders Updates on Super-G and battery development progress 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. Investing in equities and commodities 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 closed up 22 points at 8970 (0.3%) in somewhat lacklustre trade. Banks slid led by CBA down 1.3% and the Big Bank Basket down to $284.98 (0.9%). NAB also down 1.4% with other financials firming. REITS slipped slightly, GMG down 0.5% and SCG off 0.3%. Industrials mixed and uninteresting, QAN rose 1.1% and TLS gained 0.8% with REA bouncing 1.2%. WOW and COL also better. Healthcare mixed, SIG up 3.1% and RMD down 1.2%.In resources, copper stocks on a roll, BHP up 2.9% and RIO up 1.6%. Rare earth stocks also in demand on Chinese moves again, LYC up 5.3% and ILU up 2.5%. S32 continues to power ahead up 5.7% and IGO rose 2.4%. Gold miners were mixed, EVN up 0.8% and CMM rising 0.9%. SFR in the copper space rose 5.3%. Uranium stocks slipped slightly, PDN rose 1.1% as the SPP closes today. Oil and gas flat.In corporate news, GYG announced a $100m buyback. ELD drooped 1.0% on a downbeat trading update. BRE jumped 8.6% on an agreement to supply specialist Carester. Nothing on the economic front.Asian markets back in full flight, Japan up 1.4%, China up 1.6% and HK up 0.3% 10-year yields ease to 4.35%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Graphene Manufacturing Group Ltd (TSX-V:GMG, OTCQX:GMGMF) managing director and CEO Craig Nicol talked with Proactive's Stephen Gunnion about the company's recent regulatory and commercial developments. Nicol confirmed that the company had successfully secured REACH registration for Europe, a move that unlocks access to major markets for GMG's coatings and lubricants. "The ability to sell into Europe for G LUBRICANT is a huge opportunity," Nicol said. He explained that the product offers significant fuel savings, particularly for trucks, which opens strong commercial potential across Europe. He also provided an update on the rollout of THERMAL-XR, saying the company is awaiting EPA approval in the US, with hopes for a decision by December. The approval would pave the way for larger volumes via GMG's partner Nu-Calgon, the biggest distributor of HVACR chemicals in North America. Nicol described North America as the largest market for air conditioning system coatings. To support product adoption, GMG has launched the “Spray Academy,” which offers global online training for technicians. Once certified, technicians can offer a five-year warranty on the THERMAL-XR coating, a key step in building customer confidence. Looking ahead, Nicol said the company is working to finalise logistics partners and warehousing to prepare for order fulfilment. He noted that some distributor orders may be announced while others will not, depending on scale. Visit Proactive's YouTube channel for more interviews and updates. Don't forget to like this video, subscribe to our channel, and hit the notification bell to stay informed. #GrapheneManufacturingGroup #CraigNicol #THERMALXR #GLubricant #REACHapproval #HVACR #CleanTech #GrapheneTechnology #EnergyEfficiency #SustainableTech #NuCalgon #SprayAcademy #EPAapproval #EuropeanMarket #ProactiveInvestors
The ASX 200 closed down 9 points at 8948 (-0.1%) in listless trade. Industrials remain under pressure, WES off 2.2% and ALL down 1.3% with retail falling as APE dropped 2.0%. Tech also in the doldrums, WTC falling another 0.4% and XRO off 1.7%. The All-Tech Index down %. TLS slid 1.0% and REA down again. Banks eased slightly with NAB down 0.4% and the Big Bank Basket down to $287.45 (-0.4%). MQG falling again. REITs off, GMG down 0.7% and GPT down %.Resources holding up, but mixed. BHP down 0.2% with RIO positive. Lithium stocks did ok, PLS up 3.9% and LTR rallying another 6.2%. Gold miners eased despite bullion soaring through US$4000. VAU fell 1.4% and NST down 0.2%. Uranium slightly higher, PDN up 0.9% and oil and gas going nowhere in a hurry. KAR down another 2.9%. In corporate news, JHX rallied 9.9% on better-than-expected US sales numbers. MFG rallied 0.9% on better FUM news. DRO announced some software improvements, up 7.8%. And NWH rallied 3.0% after it upgraded guidance.Nothing on the economic front. The RBNZ cut rates 50bps to 2.5% Asian markets quiet Japan down 0.3% HK down 1.1% with China closed. Reopens tomorrow.10-year yields ease to 4.36%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Annunciato il primo viaggio apostolico di Papa Leone XIV: sarà in Turchia e in Libano dal 27 novembre al 2 dicembre. Pubblicato anche il messaggio per la GMG del 2025: Siate missionari di Cristo nel mondo Il 7 ottobre di due anni fa l'attentato di Hamas in Israele e l'inizio della guerra a Gaza. Parolin: inaccettabile ridurre le persone a vittime collaterali.
Alexion recently launched the second film in its Rare Connections series, Rare Connections in gMG.Managing editor Jack O'Brien talks with Lucid Diagnostics' chief technology and compliance officer Dr. Brian deGuzman about the company's nationwide initiative to provide education and testing for esophageal precancer.He explains how the NFLPA factors into the effort, which launched in Cincinnati, and how it is expanding across the country to address the heightened risk these athletes have for developing esophageal pre-cancer.Check us out at: mmm-online.com Fast Break theme music: Mark Buergler - On The Run, Triple Scoop Music Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register! AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music.
In this KE Report company update, we welcome back Craig Nicol, Founder & CEO of Graphene Manufacturing Group, to answer a wide range of investor questions. Over the past month, GMG has seen strong shareholder interest around its multiple business divisions and the broader graphene market. Discussion highlights include: Graphene market trends - differentiation between GMG's product-focused approach and competitors focused on raw production. Business divisions update - Batteries, THERMAL-XR®, G® Lubricant, and growing services business. Production outlook - Progress on Gen 2 graphene unit, scalability, and supply for large OEM orders. Battery development - Upcoming data release on energy density and charge rates; collaboration with BIC and Rio Tinto. THERMAL-XR® - Transition to palletized distribution, EPA progress, and near-term revenue expectations. G® Lubricant - Sales ramp-up, customer feedback, and patent process. Corporate strategy - Uplisting plans to a U.S. exchange, government grant opportunities, and the rationale behind the recently upsized $8M bought deal financing. Keep sending in your questions for Craig Nicol - I'll continue bringing your topics directly to management in upcoming interviews. Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company.
歡迎嚟到 搞乜咁科學 GMG Science 第39集!今集嘅主題係《2024-25新發現 New in 2024-25
Alexion recently launched the second film in its Rare Connections series, Rare Connections in gMG.Managing editor Jack O'Brien talks with Christophe Hotermans, Alexion's head of global medical affairs, about the multimedia effort to raise the profile of gMG.For this week's MM+M Fast Break, Hotermans discusses the drugmaker's latest rare disease-focused film. Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register! AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music.
Should you be concerned by the jobs report? The July jobs report showed nonfarm payrolls grew by 73k, which missed the estimate of 100k. Unfortunately, the news got even worse as you dug into the report. The prior two months saw major negative revisions as June was revised from 147k to just 14k and May was revised from 125k to just 19k. This amounted to a total negative revision of 258k when looking at the two months combined. Another negative was job growth in the month of July was heavily reliant on health care & social assistance as the category added 73.3k jobs in the month. This means that this category essentially carried the report as the total jobs created in the month topped the full headline number. There were some other areas that saw growth with retail trade adding 15,700 jobs, leisure and hospitality adding 5k jobs, and construction adding 2k jobs. Unfortunately, there were more categories than normal that saw declines with information falling by 2k jobs, government was down 10k jobs, manufacturing declined by 11k jobs, and professional and business services declined by 14k jobs. While all this sounds negative, I still wouldn't panic over this report. The main reason is the unemployment rate remains historically low at 4.2% and layoffs have not materially increased. I would even make the claim that the unemployment rate is healthier than it appears. Of those that are unemployed, the average weeks unemployed now totals 24.1 and those that have been unemployed for more than 27 weeks jumped to 1.82 million, which is about one-quarter of all the unemployed. If you have been out of work more than 27 weeks, how hard have you really been looking or are some of those really just retired now? It seems we are in an environment where companies are keeping their employees and limiting new hires. With more clarity on the trade deals and tariffs now, that could help stabilize the labor market, but my main concern is are there enough qualified candidates to truly fuel job growth? A large problem we have discussed in the past is an aging population that has seen assets climb tremendously, which has enabled many near retirement age the luxury to retire. While I don't want to say this is a negative, the working age population or those between 25 & 54 remained near historical highs around 83%. One positive in the report I didn't discuss yet was the fact that wage inflation came in above expectations at 3.9%, which is nice considering the decline in inflation we have seen this year. While again I may sound negative on this report, I want to be clear that there is no reason to be overly concerned yet, I would be interested to see how the next few reports look before being worried about a potential recession in the near term. Job openings declined in the month of June The June Job Openings and Labor Turnover Survey, commonly referred to as the JOLTs report, showed job openings declined to 7.4 million, down 275,000 from the prior month. While this may sound problematic, it is important to remember this is still a historically healthy level for job openings and it comes against a back drop of a historically low unemployment rate. I have said this for many months, but I believe there is even further room for job openings to decline without there being a problem for the labor market. Taking that concept one step further, I would be quite surprised to see growth in job openings from here. The main reason for that is there just aren't enough people to fill those openings especially since it appears many companies are choosing to retain employees rather than look for new ones. I say this because layoffs continue to remain quite low. In the month of June, they totaled 1.6 million and really since 2021 they have maintained that level with the average monthly total since January 2021 standing around 1.57 million. If we look pre-covid, from December 2000 (when the data first started) to February 2020, layoffs averaged 1.91 million per month. Even though you will always hear news about various companies implementing layoffs, I believe we remain in a healthy labor market with good unemployment and low layoffs. This healthy labor market remains one of the key reasons for why I believe the economy will remain in a good spot for the foreseeable future. GDP came in stronger expected, another good sign for the economy! While Q2 gross domestic product, also known as GDP, jumped 3% and easily topped the estimate of 2.3%, the numbers were not as strong as the headlines indicate. With the tariffs having a large impact on trade and business inventories, this report is the opposite of Q1 when actual results were much better than the headlines showed. In Q1 companies were likely trying to get ahead of tariffs so they were trying to load up on inventory and import a lot more foreign goods than normal. This led to a 37.9% increase in imports during Q1 which subtracted 4.66% from the headline GDP number. In Q2 we saw a complete reversal as imports fell 30.3% and added 5.18% to the headline GDP number. The change in private inventories was also extremely volatile during these last two periods considering it added 2.59% to the headline number in Q1, but subtracted 3.17% from the headline number in Q2 as many businesses were likely working through excess inventory. I bring all this up not to say that the GDP report was bad and in fact it was still a good number, but rather to show the messiness in the numbers for the first two quarters. We should not see the type of volatility that we have seen in trade going forward as it normally has a small impact on the overall report. The main reason I see Q2 GDP as a good report is because the consumer, which is the main driver in the long-term, held up well. There was a small 1.1% increase in services spending and goods saw an increase of 2.2%. Considering we are primarily a service driven economy; I do worry the goods spending could have been further pull forward in demand as consumers try to get ahead of price increases from tariffs. This could have a negative impact on consumer spending going forward as they may not need to purchase as many goods. With many areas of the report normalizing as we exit the year, I'm still looking for GDP growth that would likely be in the 1-2% range. Should Banks be responsible when their customers get scammed? It's a sad thing to see someone in their 60s or 70s get scammed out of their life savings. Unfortunately, there are many online scams now and it appears they just keep growing. According to the FBI, in 2024 online scams totaled $16 billion, which was a 33% increase from 2023. A big question that people have been asking is should banks be the ones that are held responsible when it comes to preventing their customers from making poor investment decisions or losing money in online romance scams? Banks are already trying to prevent money laundering, terrorist financing and other types of fraud that is costly for the banks to maintain. Adding another oversight would be another expense for the banks, which could lead to costs elsewhere in the banking system to make up for those added expenses. From the consumer standpoint this could also lead to frustration when trying to get money for legitimate purposes as it could lead to longer review periods for certain transactions or if your account were to get flagged who knows how long it would take to get that resolved. As an example, let's say a teller sees the same person coming in taking out large sums of money on a regular basis, should the teller stop the activity? Again, if it was for legitimate purposes, wouldn't that be frustrating? What something like this would likely mean for banks is they would have to set up departments to review the situations of potential scams and take many hours to discuss with bank employees, the customer and maybe even family members why the withdrawals are taking place. No surprise here, but attorneys in some states have begun going after the banks saying it is their obligation to protect their clients' assets. There are laws that were passed in the 70s that requires banks to report suspicious money laundering activity and even required banks to screen for fraudulent activities and reimburse customers for stolen funds. However, it's limited to criminal impersonations of a customer to get unauthorized access to their accounts. This is different than many of the scams we are seeing today where the customers themselves are taking the money from their own account and sending it to the scammer. In my opinion, the best thing to do is educate people about these scams and if you have parents, be sure to have conversations with them about them before they happen. Financial Planning: The Secondary Benefits of Roth Accounts While the primary advantage of Roth accounts lies in their tax-free growth and withdrawals in retirement avoiding potentially higher tax rates, there are several powerful secondary benefits worth considering. First, Roth IRAs are not subject to Required Minimum Distributions (RMDs), which means retirees can keep their money growing tax-free for life. In contrast, traditional pre-tax retirement accounts force RMDs beginning at age 75, whether the funds are needed or not. These mandatory withdrawals must be taken as taxable income and cannot be reinvested into another tax-advantaged retirement account. The most similar alternative is a regular taxable brokerage account, where earnings such as interest, dividends, and capital gains are subject to annual taxation—ultimately reducing the net return over time. By avoiding RMDs, Roth accounts allow retirees to maintain greater control over their tax situation and preserve more wealth in a truly tax-advantaged environment. Second, Roth accounts are far more advantageous for heirs. While both Roth and pre-tax retirement accounts are now subject to the 10-year rule—requiring inherited accounts to be fully distributed within 10 years of the original owner's death—the tax treatment is vastly different. Pre-tax inherited accounts are fully taxable to beneficiaries, which can push heirs into higher tax brackets as they're forced to withdraw large sums over a relatively short period. In contrast, inherited Roth accounts allow for the same 10 years of tax-free growth, but the entire balance can be withdrawn tax-free at the end, providing greater flexibility and preserving more value. Third, for individuals whose estates exceed the federal estate tax threshold, Roth accounts offer superior after-tax value. Both Roth and pre-tax accounts are included in the taxable estate, but Roth funds retain their full value since they are not subject to income tax when withdrawn. These features make Roth accounts not just a retirement planning tool, but also a strategic asset for legacy and tax-efficient estate planning. Companies Discussed: Hasbro, Inc. (HAS), Chipotle Mexican Gill, Inc. (GMG) & Baker Hughes Company (BKR)
Get My Go Episode 95, titled *The Beaver Boys Are Back!*, the hosts—**Mike**, **Joe Feeney**, **Chad**, and **Hughesy**—revisit one of their favorite targets, **John Wangland**, and his podcast project, *Leave it to Beaver*. The episode primarily focuses on Wangland and his father, **Stan Wangland**, as they awkwardly attempt to podcast about the classic TV show *Leave it to Beaver*.Become a supporter of this podcast: https://www.spreaker.com/podcast/get-my-go--5166636/support.
In this in‑depth company update, I speak with Craig Nichol, Founder & CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), to address your recent questions and unpack the latest news across GMG's product lines and R&D initiatives. Topics we cover in detail: G® Lubricant: July 4th news release – progress on sales channels, palletization, and global distribution plans Regulatory approvals underway in Europe and the U.S. (EPA and REACH) Feedback from large truck fleets and the timeline for scaling with distributors Revenue targets and steps toward positive cash flow THERMAL-XR®: Launch plans for the new TXR kit, designed for easy adoption and energy savings Similar palletization and distribution strategies as G Lubricant Battery Division: Australian patent granted on GMG and University of Queensland's aluminum‑ion battery Collaboration agreement with UQ and government support to accelerate R&D Partnership with BIC in the U.S. to produce and test cells ahead of scaling up What milestones investors should watch for next Craig also shares candid insight on regulatory hurdles, distributor onboarding, and what it will take to turn today's strong gross margins into meaningful, near‑term cash flow. Have questions for the next interview? Email: fleck@kereport.com Click here to visit the GMG website to learn more about the Company.
歡迎嚟到 搞乜咁科學 GMG Science 第38集!Keith會分享一個全世界最難嘅數學證明。
CME in Minutes: Education in Rheumatology, Immunology, & Infectious Diseases
Please visit answersincme.com/ABT860 to participate, download slides and supporting materials, complete the post test, and obtain credit. In this activity, an expert in neurology discusses the clinical evidence for novel complement (C5) inhibitors in the treatment of generalized myasthenia gravis (gMG) and personalized multidisciplinary management strategies. Upon completion of this activity, participants should be better able to: Review the rationale for novel C5 inhibitors in the treatment of generalized myasthenia gravis (gMG); Describe the long-term clinical data of C5 inhibitors for the treatment of gMG; and Discuss strategies to personalize multidisciplinary management plans for patients with gMG.
Please visit answersincme.com/ABT860 to participate, download slides and supporting materials, complete the post test, and obtain credit. In this activity, an expert in neurology discusses the clinical evidence for novel complement (C5) inhibitors in the treatment of generalized myasthenia gravis (gMG) and personalized multidisciplinary management strategies. Upon completion of this activity, participants should be better able to: Review the rationale for novel C5 inhibitors in the treatment of generalized myasthenia gravis (gMG); Describe the long-term clinical data of C5 inhibitors for the treatment of gMG; and Discuss strategies to personalize multidisciplinary management plans for patients with gMG.
CME in Minutes: Education in Rheumatology, Immunology, & Infectious Diseases
Please visit answersincme.com/BFK860 to participate, download slides and supporting materials, complete the post test, and obtain credit. In this activity, an expert in neurology discusses strategies to optimally incorporate FcRn antagonists into care plans for patients with generalized myasthenia gravis (gMG). Upon completion of this activity, participants should be better able to: Describe the disease burden of generalized myasthenia gravis (gMG); Review the evidence for the use of neonatal fragment crystallizable receptor (FcRn) antagonists in gMG; and Outline strategies to optimally incorporate FcRn antagonists into the care of patients with gMG.
This week Ronnie and Marc have risen from the dead where the full GMG crew are finally together to discuss life after podcasting, being a dad, Mines of Moria, worship ministry, Nintendo Switch 2, Lost TV Show on Netflix, Easter, Wrestlemania, 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, Twitter, 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.