V-Con: Small Cap Showcase – Companies set to perform and best bargains amidst turbulent market conditions
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V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.
It’s an interesting time in all markets right now.
Australia’s energy market is in the middle of a crisis, the stock market is falling, and there’s the global economic crisis, which has led to the inflation crisis we find ourselves in now.
Strong parallels have been made between the conditions we are in today and those experienced in the 1970s, mainly due to war, embargoes, and the acceleration of an inflationary cycle.
But the big question is, how are ASX small cap explorers placed to weather the storm?
As it turns out, experts say miners sit in a very strong position to perform through a weak equity market.
Miners make commodities, or hard assets, and when inflation starts to bite, investors look to hard assets to put their money in.
Sectors such as biotech are expected to provide some of the best bargains and exposure to energy stocks translates into protection against inflation.
Speaking with a handful of emerging companies making waves in the sector — along with industry experts — Stockhead looks into the current market conditions and the outlook for the duration and intensity of this bear market.
Sky News and CNBC business journalist Oriel Morrison interviews Tony Locatro and Dean Fergie.
Dean is the director and portfolio manager of Cyan Investment Management, a specialist high net worth boutique funds management firm that is trustee and manager for the Cyan’s C3G Fund.
Tony is a financial strategist and investment manager at Alto Capital, advising investors in speculative stocks since 1998, specialising in small cap biotechs and precious metals.
Hazer Group (ASX:HZR)
Geoff Ward, CEO & managing director
Hazer Group Limited is a technology development company undertaking the commercialisation of the HAZER® Process, a low-emission hydrogen and graphite production process.
Medlab Clinical (ASX:MDC)
Dr Sean Hall, CEO
Medlab is an Australian biotechnology company that is developing therapeutics using its proprietary, next-generation delivery platform, NanoCelle®.
Pilot Energy (ASX:PGY)
Brad Lingo, chairman
Pilot Energy is leveraging its existing oil and gas assets along with established infrastructure to develop competitive, clean energy storage and renewable projects. Pilot is taking a lead role in the energy transition in WA.
Great Boulder Resources (ASX:GBR)
Andrew Paterson, managing director
Great Boulder is a mineral exploration company looking for gold and base metals in WA. With over 1,000km2 of tenements spread across its key projects at Kalgoorlie, Meekatharra and Yamarna.
Invictus Energy (ASX:IVZ)
Scott Macmillan, managing director
Invictus Energy is an independent upstream oil and gas company focused on sub-Saharan Africa. Invictus is soon opening one of the last untested large frontier rift basins in onshore Africa – the Cabora Bassa Basin – in northern Zimbabwe.
Kazia Therapeutics (ASX:KZA)
Dr James Garner, CEO
Kazia is an Australian oncology company developing innovative, high-impact drugs for cancer. Its lead program paxalisib, is being developed to treat glioblastoma, the most common and most aggressive form of primary brain cancer in adults.
ADX Energy (ASX:ADX)
Ian Tchacos, executive chairman
ADX Energy is an oil & gas exploration and production company focused on projects in Austria, Romania and Italy. Aiming to become a leading onshore European energy producer with recent acquisitions in Austria.
Imugene Preso (ASX:IMU)
Leslie Chong, CEO & managing director
Imugene is a clinical stage immuno-oncology company developing a range of new treatments that seek to activate the immune system of cancer patients to identify and eradicate tumors.
Anthony Nantes, CEO & founder
Wisr is Australia’s first neo-lender and fintech pioneer in the rapidly growing Australian consumer finance market. A technology company committed to building products, apps and services to help Australians do more with their money.
Ionic Rare Earths (ASX:IXR)
Tim Harrison, managing director
Ionic Rare Earths is focused on developing its flagship Makuutu Rare Earths project in Uganda into a significant, low-cost, supplier of high-value critical and heavy rare earths.