On Stockhead today, where to next for BNPL stocks, where’s the next health multi-bagger and who’s just gone big on battery graphite?

But first…

 

The day ahead

The All Ordinaries index finished trading Thursday up 0.8 per cent at 7,105 points, after taking Wall Street’s strong lead overnight.

Australia’s dollar rose to a three-year high at nearly 80 cents against the US currency on surging iron ore prices and positive economic sentiment.

Qantas (ASX:QAN) said it was aiming to resume some international flights from October and this sparked a lift for ASX travel sector stocks.

 

TRADING HALTS

The following companies are in trading halts and are expected to exit over the next two trading days:

Friday:

Fatfish (ASX:FFG) – Smart funding update
Adacel Technologies (ASX:ADA) – new contract award
AustChina (ASX:AUH) – price query
Torian Resources (ASX:TNR) – capital raising
Golden State Mining (ASX:GSM) – capital raising
MPower Group (ASX:MPR) – capital raising

Monday: 

Enterprise Metals (ASX:ENT) – price query
Arrow Minerals (ASX:AMD) – joint venture formation
Roto-Gro (ASX:RGI) – query
Tombador Iron (ASX:TI1) – capital raising
Black Cat Syndicate (ASX:BC8) – milling facility acquisition
Redstone Resources (ASX:RDS) – capital raising
Avita Medical (ASX:AVH) – US capital raising
Afterpay (ASX:APT) – capital raising
Novonix (ASX:NVX) – capital raising

 

MARKETS

Gold: $US1,772.77 ($2,246.23) (-1.76%)

Silver: $US27.46 ($34.79) (-1.86%)

Oil (WTI): $US63.36 (+0.21%)

Oil (Brent): $US66.67 (-0.54%)

Coal: $US80.25 (+2.19%)

Iron 62pc Fe: $US165.02 (+0.30%)

AUD/USD: $US0.7891 (-0.95%)

Bitcoin: $US49,182.96 (+0.09%)

 

What got you talking yesterday

BNPL market leader Afterpay (ASX:APT) delivered its results for the December 2020-ended half year, and an impressive set of books they were too.

Sales were nearly $10bn for the period, and it grew its customer base to 13.1 million users, although it made a loss of $79.2m.

The company has ambitious expansion plans for the US and European markets, as do several other BNPL firms listed on the ASX.

BNPL as a sector has grown to a market value of $53bn, not bad for a business model that only started up five years ago.

Then there are six copper explorers that are primed for the big time as the metals super cycle gets underway for the years ahead.

Rise and shine

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Also, be sure to check in at 10.20am each day for our daily 10 at 10 column — a live summary of winners & losers at the opening bell.

 

Yesterday’s winners

Stocks highlighted in yellow made market moving announcements
Code Company Price % Volume MktCap
PIL Peppermint Inv Ltd 0.032 191 563,360,693 $15,218,549
ANW Aus Tin Mining 0.002 100 41,422,836 $7,962,318
CLZ Classic Min Ltd 0.002 100 56,116,072 $17,556,867
SUH Southern Hem Min 0.057 63 4,380,642 $8,555,391
ECT Env Clean Tech Ltd. 0.0015 50 1,090,000 $9,601,033
LEX Lefroy Exploration 0.74 45 12,892,641 $61,204,930
CXM Centrex Metals 0.045 41 9,073,084 $11,730,136
ASP Aspermont Limited 0.034 36 9,576,140 $57,722,251
AQS Aquis Ent Ltd 0.475 28 6,836,147 $13,216,095
NAE New Age Exploration 0.014 27 28,544,197 $13,057,335
EM2 Eagle Mountain 0.52 27 2,316,314 $63,395,380
BEE Broo Ltd 0.019 27 25,037,652 $14,186,294
RLE Real Energy Corp 0.105 27 34,464,905 $36,177,759
ABX Aust Bauxite Ltd. 0.12 26 1,160,317 $14,278,910
ENT Enterprise Metals 0.025 25 5,723,688 $10,883,637
RNO Rhinomed Ltd 0.125 25 360,351 $25,380,913
AFR African Energy Res 0.02 25 1,009,004 $9,967,370
AOA Ausmon Resorces 0.01 25 9,489,532 $5,445,275
CCE Carnegie Cln Energy 0.005 25 348,882,724 $48,233,400
MLS Metals Australia 0.0025 25 1,207,000 $8,381,807
XPE Xped Limited 0.0025 25 926,782 $4,385,724
AMO Ambertech Limited 0.235 24 7,888,871 $14,526,449

 

Yesterday’s losers

Stocks highlighted in yellow made market moving announcements
Code Company Price % Volume MktCap
ANL Amani Gold Ltd 0.001 -33 50,345,000 $16,180,495
NCL Netccentric Ltd 0.195 -33 962,157 $76,125,000
AUH Austchina Holdings 0.011 -27 9,179,135 $24,511,865
SSM Service Stream 1.34 -21 15,536,001 $698,642,263
VBC Verbrec Limited 0.17 -21 321,594 $43,006,294
SRN Surefire Rescs NL 0.027 -21 94,187,368 $33,188,746
CLT Cellnet Group 0.1 -20 6,640,884 $29,824,329
TMK Tamaska Oil Gas Ltd 0.008 -20 6,687,517 $8,950,000
FIN FIN Resources Ltd 0.017 -19 33,296,383 $6,125,520
A3D Aurora Labs Limited 0.125 -17 1,226,562 $22,934,471
BKY Berkeley Energia Ltd 0.575 -17 314,793 $178,437,740
TTA TTA Holdings Ltd 0.025 -17 416,666 $4,122,702
OEX Oilex Ltd 0.0025 -17 5,178,869 $12,500,328
HRN Horizon Gold Ltd 0.41 -16 10,734 $43,021,386
A2M The A2 Milk Company 8.76 -16 31,077,780 $7,760,242,492
TAS Tasman Resources Ltd 0.052 -16 1,045,823 $37,891,440
CUL Cullen Resources 0.023 -15 2,201,968 $8,097,777
MRD Mount Ridley Mines 0.003 -14 3,194,202 $13,582,185
CSX Cleanspace Holdings 6.34 -14 154,200 $567,633,885
DCX Discovex Res Ltd 0.007 -13 2,646,814 $9,569,313
E2M E2 Metals 0.39 -12 235,301 $66,641,378