Here’s what you might have missed on Stockhead this week, but everyone else didn’t, and liked the most.


1. RockTalk: Ex-WA Premier Colin Barnett on China and the robust outlook for iron ore

Nothing like name dropping to capture an audience! Our subscribers were very keen to hear what former WA Premier Colin Barnett had to say about iron ore and China.

Joining the ex-pollie were Robert Brierley, managing director of Fenix Resources (ASX:FEX) and Mark Eames, managing director of Magnetite Mines (ASX:MGT).

The group discussed how chronic supply shortages have impacted iron ore pricing, where China’s iron ore demand is headed, and how global tensions will impact Australian producers in the medium term.

Tune in if you weren’t lucky enough to see it the first time around.


2. TechTalk: The surge in BNPL 2.0

Our second instalment of TechTalk is gaining just as much love as the first one. Probably not surprising given the topic – buy now, pay later (BNPL).

Hot demand had previously propelled stocks like Afterpay Touch (ASX:APT) to unicorn status in no time at all.

The sector might’ve taken a bit of a breather, but it’s off and running again. This week’s experts got together (socially distanced of course) for a tête-à-tête on the key dynamics driving the rapid uptake of BNPL technology, adoption trends in international markets, and how the sector is managing its exposure to credit risk.

Find out more.


3. Stock markets have been running for 2 months now, but experts warn investors are too optimistic

The markets have been going a little bit crazy lately, and the experts think investors may be getting ahead of themselves.

“In my personal view the underlying assumption for this recovery is a bit too optimistic,” Deutsche Bank boss Christian Sewing said this week.

Another expert tossed in the word “complacency”. So just what is an investor to do in times like these?

Nick Sundich has all the details.


4. What do Australia’s new class of successful explorers have in common?

We are all a little baffled at the extraordinary number of company-making, ‘frontier-type’ mineral discoveries that have been made in Australia over the past six to eight months.

Take small cap gold producer Alkane Resources (ASX:ALK), for example, which discovered a potentially massive porphyry gold-copper system in Central NSW last September.

And then there was explorer Stavely Minerals (ASX:SVY), which made a huge copper discovery at its namesake project in Victoria.

So just why are all these discoveries cropping up now and what do they have in common?

Reuben Adams has the answers to those questions.


5. Flying or Falling: Have 2019’s top 10 explorers maintained their momentum?

We all like to know if we’re still backing a winner.

Reuben Adams takes a look back at 2019’s top 10 resources winners to see whether they are still forging ahead or have dropped to the back of the pack.

This is what he found out.


6. The Perth Basin is all gassed up and ready to rumble

Once considered the poorer cousin of other Australian regions such as the giant gas fields to the north or the wildly successful Cooper Basin, the Perth Basin is proving to be just the opposite.

The region was catapulted into the spotlight with the discovery of the Waitsia field by AWE, but it wasn’t until Warrego Energy (ASX:WGO) and Strike Energy (ASX:STX) drilled their well in the region that explorers realised Waitsia wasn’t just a one-off.

Now the Perth Basin is crawling with explorers. Find out just who has their foot on prospective ground in the region.


7. COVID-19 treatments are a better bet than a vaccine

While we are all a little ‘over’ the barrage of COVID-19 news, readers are still watching out for news of a vaccine or treatment.

And this interesting yarn by Rachel Williamson runs through just why treatments are a better bet than vaccines.

Word of advice: don’t listen to Donald Trump, he’s more likely to kill you rather than cure you with his suggestions — like injecting yourself with disinfectant to get rid of the virus.


8. StockTalk: Rising global tensions are putting defence stocks in the spotlight

Defence stocks are looking a bit interesting given the rising global tensions.

Ever wondered whether the sector is actually recession-proof? Well you just might find the answer here.

This week’s experts are Heath Andrews, senior research analyst at PAC Partners, Todd Alder, CEO and managing director of Orbital Corporation (ASX:OEC) and Mark Burgess, CEO and managing director of Quickstep Holdings (ASX:QHL).


9. IPO Watch: Aged care tech platform Intelicare gains 95pc on ASX entry

Given the impact prior market ructions like the GFC had on capital raisings and new listings, you’d think mid-pandemic might not be a great time to list.

Well, aged care-focused software-as-a-service (SaaS) stock InteliCare (ASX:ICR) blew that theory out of the water when it raised $5.5m and then promptly nearly doubled its 20c IPO price on its ASX debut.

And it wasn’t a short-lived burst of investor love; the company is now trading at a 105 per cent premium to its IPO price.


10. Flying or Falling: Are 2019’s top 5 health stocks still racing ahead this year?

Our look back at where 2019’s top 5 small cap health stocks are now also captured readers’ interest this week.

While none of 2019’s winners were able to escape the COVID-19 fuelled selldown, all are gradually on the road to recovery.

Find out how they are faring now.


Have a good weekend!