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AU : Kalium Lakes - Short-term uncertainties weigh

While we continue to see the long-term upside possible, increasing near-term uncertainties have weighed on our view of Kalium’s risk profile. As a result we downgrade from Add to Speculative Buy. Beyondie construction 90% complete, with commissionin....
CGS-CIMB Mat
Mat Collings @ CGS-CIMB 5 August 2021

AU : Oil & Gas - Overall - Oil and Gas - STO revised offer finds support

STO/OSH have found mutual ground on the proposed merger, with STO having increased its offer to 0.6275 STO shares (was 0.589). The OSH board has indicated it is likely to recommend the new merger proposal. OSH share price has outperformed on the new....
CGS-CIMB Max
Max Vickerson @ CGS-CIMB 2 August 2021

AU : Origin Energy - Energy Markets still failing to fire

ORG is writing off c.$1.6bn from its generation fleet and has guided for significantly lower Energy Markets EBITDA in FY22. However, the strength of APLNG’s cashflows is also requiring it to book additional future tax charges. We upgrade our forecas....
CGS-CIMB Max
Max Vickerson @ CGS-CIMB 2 August 2021

AU : HRL Holdings - Continuing to invest for the medium term

HRL’s FY21 result exceeded guidance and our forecast. Cashflow remained strong and enabled it to internally fund a number of growth initiatives during the period. An updated 3-year growth strategy was provided, which aims to organically grow revenue....
CGS-CIMB Kurt
Kurt Gelsomino @ CGS-CIMB 1 August 2021

AU : BlueBet Holdings - Jumps well out of the barriers

BBT delivered a pleasing 4Q21 update, with strong growth experienced in key operational metrics and Net Win Margins maintained at healthy levels. While FY21 turnover and active customers were pre-released with its listing trading update, net revenue....
CGS-CIMB Kurt
Kurt Gelsomino @ CGS-CIMB 1 August 2021

Vital Signs: Actionable charts

SP, FORR, PRFT, CMBM, IDT, HOV, LEN.B, SKY, SCI, KRUS, YUM, WING, VRTV, GMS, SMCI, OLED, CYBE, MXL, XLNX, AMD, QCOM, AMR, ARCH, BRU, ARLP, CEIX, LC, CG, JHG, CBRE, PCB, INMD, ALGN, WST, STLD, CLF, THRM, RXN, RBC  
Vermilion Research David
David Nicoski @ Vermilion Research 30 July 2021