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Kick Back: The 10 biggest stories you might have missed on Stockhead this week
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Now, here’s what you might have missed on Stockhead this week, but everyone else didn’t, and liked the most.
1. RockTalk: Why the cycle smells right for potash
Our subscribers definitely got a whiff of this one… in a good way of course.
This week’s RockTalk is about all-important potash — you know the thing that makes your crops grow all nice and big (ganja too, but we weren’t talking about that!)
Populating the expert panel for this discussion is Michael Eidne, director – research at Argonaut Securities, Tony Swiericzuk, CEO of Salt Lake Potash (ASX:SO4) and Mark Savich, CEO and executive director of Agrimin (ASX:AMN).
2. Stockhead’s video conference: Gold Out West – The Explorers
Topping the charts again this week is Stockhead’s new video conference series.
In this second instalment — part one of a two-part series — we focus on the West Australian gold sector, which is in rude health as the Australian dollar gold price has soared well above $2,500 an ounce.
We talk to the experts about whether the good times in gold are set to continue and hear from companies that are leading the way in the state’s established goldfields.
If you weren’t lucky enough to have caught it first time around, tune in now.
3. The world’s #1 car market is firing again. That’s good news for metals demand
Good news, in April China recorded its first year-on-year increase in car sales since June 2018. That’s gotta mean something right?
China’s world-leading car market consumes 7 per cent of its total domestic steel demand. That means this tentative production and sales rebound is good news for iron ore players.
And for all those battery metals fans out there clinging to any glimmer of hope, here it is…
As the “backbone of the EV market to date”, China’s apparent early economic recovery from COVID-19 will also help support the beleaguered battery supply chain.
China’s battery materials production also increased over April as demand recovered across multiple downstream sectors, but the short-term demand outlook is still weak.
Reuben Adams has all the info.
4. Is this uranium’s renaissance or another false dawn?
Finally, there looks like there may be some light at the end of that very dim uranium tunnel.
A depressed uranium market has been on the threshold of a major recovery for years but has yet to make the leap. That could be about to change.
Brandon Munro, boss of advanced uranium play Bannerman Resources (ASX:BMN) and co-chair of the World Nuclear Association’s nuclear fuel demand working group, reckons the substantial supply disruptions from large global producers like Cameco (Canada) and Kazatomprom (Kazakhstan) in 2020 “will act as an accelerant on a fire that was already stacked with very dry kindling”.
Interesting analogy….
Read on if you want to find out just what might be about to power up uranium.
5. StockTalk: Remote working is driving a bandwidth and cloud services boom
Obviously with every man and his dog working from home, there is going to be a massive jump in demand for telco and cloud service providers.
So on the agenda in this StockTalk is the ability of Australian firms to adapt to changing ways of working, how permanent the COVID-19 induced remote work shift will be and key stocks that will benefit from the ‘bandwidth boom’.
Giving their perspective this week is Harley Grosser, founder of Capital H Management, Joseph Demase, managing director of 5G Networks (ASX:5GN) and Karl Redenbach, CEO and co-founder of Livetiles (ASX:LVT).
So kick back and have a gander.
6. Explorers Podcast: Nova’s taking the behemoth-approach to gold production in Alaska
Stockhead’s ‘Garimpeiro’ columnist Barry FitzGerald jumps on the long-distance line to discuss all things Alaskan gold with Christopher Gerteisen, executive director & CEO of Nova Minerals (ASX:NVA).
Nova is an Australian miner focused on gold exploration in two highly prospective regions, the Tintina Gold Province in Alaska and the Northern Territory in Australia.
The company kicked off the much-anticipated 2020 exploration program at its Estelle gold project in Alaska’s prolific Tintina Belt, which is expected to result in a significant expansion of the project’s existing 2.5-million-ounce resource.
7. Tim Knapton: Buy now sell later, the surge in BNPL stocks
In this regular column, Stockhead contributor and seasoned tech analyst Tim Knapton looks at the significant happenings in the Tech market.
This week he has turned his attention to the booming buy now, pay later (BNPL) market and runs the ruler over the ASX stocks in the space.
Find out just who Tim is tipping as a contender in the BNPL space.
8. Steady in a crisis: Here’s how ASX defence stocks are adapting for a post-pandemic world
Amid the complex outlook created by COVID-19, the cohort of listed ASX small-caps in the defence and aerospace sector have drawn increased attention.
There are not many Australian listed participants, so it’s a narrow field.
And the industry’s reputation as a recession-proof sector has brought it back into focus in the wake of such an economic contraction.
9. The number of domestic ASX-listed companies is at 13yr lows. That’s not necessarily a bad thing
A material drop-off in ‘backdoor’ listings, coupled with ongoing weakness in the IPO market, means the ASX now has its lowest number of listed domestic entities since 2007.
The reason? Cause the ASX got tougher.
One company was going on 15 years suspended from trading (crazy!) before the ASX said enough is enough!
Now you’ve got two years to get relisted or get the boot.
Reuben Adams runs through the state of play.
10. McKinsey: China’s economic rebound offers a roadmap for the global travel sector
There’s all these terms being bantered around the type of economic recovery ‘V-shaped’, ‘U-shaped’, ‘L-shaped’.
One of the more complex aspects in assessing the post-corona future is gauging the speed at which different economies will recover from the effects of the virus.
But by most measures, China’s national lockdown has left the country significantly further along the recovery curve than many of its western counterparts.
The boss of mining giant BHP reckons China appears to be the only economy on track for a rapid (or “v-shaped”) economic recovery.
Find out what we’ve learnt from China’s reopening.
Have a good weekend!
