10 January, 2024

Good morning everyone, and welcome to 10 January, 2024 – an important date in the history of the Energy sector, as it was on this day in 1901 that the town of Beaumont, Texas became synonymous with the Great American Commodity: Oil.

Market highlights

ASX futures down 13 points or 0.2% to 7480 near 7am AEDT

  • AUD -0.5% to 66.87 US cents
  • Bitcoin +0.02% to $US46,910 at 7.02am AEDT
  • On Wall St at 3pm: Dow -0.5% S&P -0.2% Nasdaq +0.1%
  • In New York: BHP -2.2% Rio -2.7% Atlassian +0.1%
  • Tesla -2.5% Apple -0.5% Amazon +1.4% Nvidia +3.2%
  • VIX -1.4% QQQ +0.2% TLT -0.5%
  • Stoxx 50 -0.4% FTSE -0.1% DAX -0.2% CAC -0.3%
  • Spot gold -0.1% to $US2027.07/oz at 1.33pm in New York
  • Brent crude +2.2% to $US77.80 a barrel
  • Iron ore -0.4% to $US137.40 a tonne
  • 10-year yield: US 4.02% Australia 4.10% Germany 2.19%
  • US prices as of 3pm in New York

Australian shares are poised to open modestly lower, based on futures trading near 7am. Wall Street was mixed, in a narrow range, at 3.20pm.

The key focus for local investors today will be the monthly CPI report at 11.30am.

After leading New York higher the previous session, tech stocks mostly pared some of their advance. However, Nvidia extended its rally, rising more than 3 per cent. Amazon and Alphabet were each 1 per cent up.

Among smaller techs, Crowdstrike also extended its previous day’s move, rising near 5 per cent. Zscaler and Palo Alto Networks also were among the biggest gainers.

In its latest Global Economics Prospects report, the World Bank said it expects global growth to slow to 2.4 per cent in 2024, from 2.6 per cent in 2023, and “the medium-term outlook has darkened for many developing economies amid slowing growth in most major economies, sluggish global trade, and the tightest financial conditions in decades”.

Source: AFR

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Closer to Home

Overnight, analysts at Oppenheimer reaffirmed their Outperform rating for the US chipmaker Nvidia (NVDA) – which was up again – this time by more than 3.5% (at 6.15am in Sydney), despite a broader market pullback in New York.
Nvidia just hasn’t had the kind of 2024 that its six fellow gunslingers in the so-called Magnificent 7 have had.

It’s easy-as 8.9% gain thus far in ’24 is probably unlike what anyone else has seen of this year, either. Before bench-pressing a shiny new all time high on Monday, the microchip maker revealed that no less than four major Chinese electric vehicle (EV) brands will be incorporating

NVDA tech into the thinking parts which create China’s leading automated driving systems.It was around this time last year that Nvidia joined Apple et al as the latest Wall Street company with a market capitalisation of over $US1tn.

It’s now regarded – by a long shot – as the go-to designer and supplier of microchip processors for anyone who wants to use or abuse the very best AI computing can offer.
And so, in 2023 it was Nvidia which set alight the Nasdaq-led obsession with AI, the share price more than tripled before Christmas.

Click here to read more.

Source: Stockhead 


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Recent Peak Deals

Company: Alderan Resources (ASX:AL8)
Sector: Lithium
Deal Type: Placement
Raise Amount: $1.75M
Latest Entry Price: $0.006 with a 1:2 AL8OA
Today’s Price Change: $0.005 Unchanged

Company: Terra Uranium (ASX:T92)
Sector: Uranium
Deal Type: IPO
Raise Amount: $7.5M
Latest Entry Price: $0.13 with 1:1 T92O
Today’s Price Change: $0.125 Unchanged

Company: Patagonia Lithium (ASX:PL3)
Sector: Lithium
Deal Type: IPO
Raise Amount: $8.6M
Latest Entry Price: $0.20
Today’s Price Change: $0.13 -3.70%

Company: Gold Mountain Limited (ASX:GMN)
Sector: Lithium
Deal Type: Placement
Raise Amount: $2.25M
Latest Entry Price: $0.0075
Today’s Price Change: $0.005 Unchanged

Company: Volt Resources Ltd. (ASX:VRC)
Sector: Battery Metals
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Raise Amount: $5.75M
Latest Entry Price: $0.007 with 1:2 VRCOB
Today’s Price Change: $0.006 Unchanged

Company: Castle Minerals Ltd. (ASX:CDT)
Sector: Battery Metals/Base Metals
Deal Type: Placement
Raise Amount: $1.52M
Latest Entry Price: $0.01 with 1:2 CDTOA
Today’s Price Change: $0.008 Unchanged

Company: Avenira Ltd. (ASX:AEV)
Sector: Phosphate
Deal Type: Placement
Raise Amount: $2.1M
Latest Entry Price: $0.01 with a 1:2 AEVO
Today’s Price Change: $0.012 -7.69%

Company: Latrobe Magnesium Ltd. (ASX:LMG)
Sector: Magnesium
Deal Type: Placement
Raise Amount: $3M & $11.5M
Latest Entry Price: $0.04
Today’s Price Change: $0.057 -1.72%

Company: Askari Metals Ltd (ASX:AS2)
Sector: Mining
Deal Type: IPO
Raise Amount: $5.7M
Latest Entry Price: $0.35 with a 1:3 AS2O
Today’s Price Change: $0.17 Unchanged

Company: Excite Technology Services (ASX:EXT)
Sector: Cloud
Deal Type: Placement
Latest Entry Price: $0.005 with a 1:2 EXTOD
Today’s Price Change: $0.008 +14.29%

Company: Estrella Resources (ASX:ESR)
Sector: Mining
Deal Type: Placement
Raise Amount: $1.65M
Latest Entry Price: $0.006 with a 1:1 ESRO
Today’s Price Change: $0.006 Unchanged

Company: Paradigm Biopharma (ASX:PAR)
Sector: Biopharma
Deal Type: IPO Cornerstone
Raise Amount: $1M+
Latest Entry Price: $0.35
Today’s Price Change: $0.425 Unchanged

Company: Sabre Resources (ASX:SBR)
Sector: Energy
Deal Type: Placement
Raise Amount: $2.6M + $700k strategic
Latest Entry Price: $0.04 with a 1:1 SBROB
Today’s Price Change: $0.029 -3.33%

Company: Carly Holdings Ltd (ASX:CL8)
Sector: AI and Car subscription
Deal Type: Placement
Raise Amount: $1.25M
Latest Entry Price: $0.025 with a 1:2 CL8O
Today’s Price Change: $0.015 Unchanged

Company: ECS Botanics Holdings Ltd (ASX:ECS)
Sector: Medicinal Cannabis
Deal Type: Placement
Raise Amount: $6.6M
Latest Entry Price: $0.033 with 1:2 ECSO
Today’s Price Change: $0.023 +4.55%

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