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 12 October, 2023

A wet start to the day here in Melbourne.
Did you know…
Today is the 531st 
anniversary of an Italian guy, acting on behalf of Spain, who accidentally found America.
Read more here


COMMODITY/FOREX/CRYPTO MARKET PRICES

Gold: US$1,861.57 (+1.60%)

Silver: US$21.88 (+1.36%)

Nickel (3mth): US$18,582/t (+0.50%)

Copper (3mth): US$8,046/t (+0.50%)

Oil (WTI): US$86.41 (+4.36%)

Oil (Brent): US$88.14 (+4.21%)

Iron 62pc Fe: US$118.18/t (+0.37%)

AUD/USD: 0.6415 (+0.48%)

Bitcoin: US$27,606 (+0.49%)

Across markets

Australian shares are poised to open higher after minutes from the latest Federal Reserve meeting suggested policymakers see more reason for caution, bolstering hopes that rates have now peaked.

Oil prices eased; Exxon Mobil announced its biggest acquisition in decades. Birkenstock opened 11 per cent below its initial public offering price in its US debut, and closed down near 13 per cent.

ASX futures were up 6 points or 0.1% to 7124 near 7am AEDT, reversing earlier losses.

  • On Wall St: Dow +0.2% S&P +0.4% Nasdaq +0.7%
  • In New York: BHP +0.6% Rio +0.7% Atlassian -3.2%
  • Tesla -0.2% Apple +0.8% Amazon +1.8% Nvidia +2.2%

The local currency slid 0.3 per cent, recovering after briefly falling below US64¢; the Bloomberg dollar spot index edged lower.

On bitstamp.net, bitcoin was 2.5 per cent lower to $US26,710 at 7.36am AEDT.

The yield on the US 10-year note slipped 9 basis points to 4.56 per cent at 4.30pm in New York. While the yield has pulled back after surging through 4.8 per cent last week, it is still about 30 basis points higher over the last month.

Source: AFR

Want to join the Peak Community and get access to our “hand-picked” corporate deals?

Closer to Home

Hillgrove Resources (ASX:HGO) is a fully funded copper mine redeveloper with a market capitalisation of $113 million and excellent leverage to the copper price via imminent production and exploration appeal. The company’s Kanmantoo underground mine and 3.6mt processing facility is scheduled to recommence processing ore in the March quarter of CY ’24 at 1.5mt pa. Estimated Measured and Indicated Ore Resources total 5.3 million tonnes grading 1.1% Cu supports an initial mine plan to produce 44 Kt of copper and 11 Koz of gold over a four-year programme.

Ore will be sourced predominantly from development of two of nine recognised underground copper-gold lodes. Underground ore production is set to ramp up to 1.5mt pa at a grade of around 1% copper, after applying a cut-off grade of 0.6% Cu. An initial 10-11Kt of copper production in concentrate is target in the first full year of operation, moving to a high of 15Kt in later years.

A well-maintained processing plant will operate on a two-week cycle of production and maintenance but could be reconfigured to boost output beyond 1.5mt pa or extend mine life if additional mineralised zones are discovered and developed.

Ore is readily processed using a course grind size of 300 micron, enabling copper recovery of up to 94% into a clean concentrate at an estimated all-in sustaining cost of $8,000 per tonne or ~US$2.30/lb.

The project is located within a 45-minute drive from Adelaide’s CBD. Unlike many others in the resources sector, Hillgrove has had little difficulty attracting quality staff who can commute from home and maintain family life.

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: $0.014 +7.69%

Company: Terra Uranium (ASX:T92)
Sector: Uranium
Deal Type: IPO
Raise Amount: $7.5M
Latest Entry Price: $0.20
Today’s Price Change: $0.135 -6.90%

Company: Patagonia Lithium (ASX:PL3)
Sector: Lithium
Deal Type: IPO
Raise Amount: $8.6M
Latest Entry Price: $0.20
Today’s Price Change: $0.14 +7.69%

Company: Gold Mountain Limited (ASX:GMN)
Sector: Lithium
Deal Type: Placement
Raise Amount: $2.25M
Latest Entry Price: $0.0075
Today’s Price Change: $0.0055 Unchanged

Company: Unith Ltd. (ASX:UNT)
Sector: AI/ChatGPT
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Raise Amount: $4.5M
Latest Entry Price: $0.033 with a 1:1 UNTO
Today’s Price Change: $0.023 +4.55%

Company: Volt Resources Ltd. (ASX:VRC)
Sector: Battery Metals
Deal Type: Placement
Raise Amount: $5.75M
Latest Entry Price: $0.011
Today’s Price Change: $0.0085 +6.25%

Company: Castle Minerals Ltd. (ASX:CDT)
Sector: Battery Metals/Base Metals
Deal Type: Placement
Raise Amount: $1.52M
Latest Entry Price: $0.02 with a 2:3 CDTOA
Today’s Price Change: $0.011 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: $0.011 Unchanged

Company: Latrobe Magnesium Ltd. (ASX:LMG)
Sector: Magnesium
Deal Type: Placement
Raise Amount: $3M & $11.5M
Latest Entry Price: $0.10 with a 1:4 LMGO
Today’s Price Change: $0.047 +6.82%

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: $0.195 Unchanged

Company: iCandy (ASX:ICI)
Sector: Gaming & Digital Advertising
Deal Type: Placement
Raise Amount: $1.25M
Latest Entry Price: $0.02 with a 1:1 ICIOB
Today’s Price Change: $0.037 Unchanged

Company: Fatfish Group (ASX:FFG)
Sector: Fintech
Deal Type: Placement
Raise Amount: $1.5M
Latest Entry Price: $0.015 with a 1:2 FFGOA
Today’s Price Change: $0.011 -8.33%

Company: Paradigm Biopharma (ASX:PAR)
Sector: Biopharma
Deal Type: IPO Cornerstone
Raise Amount: $1M+
Latest Entry Price: $0.35
Today’s Price Change: $0.605 +0.83%

Company: ReNu Energy Limited (ASX:RNE)
Sector: Energy
Deal Type: Placement
Raise Amount: $1.46M
Latest Entry Price: $0.06 with a 1:1 RNEO
Today’s Price Change: $0.028 -3.45%

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: $0.016 -5.88%


Company: Avecho Biotechnology (ASX:AVE)
Sector: CBD
Deal Type: Placement
Raise Amount: $5M
Latest Entry Price: $0.006 with a 3:2 AVEOA
Today’s Price Change: $0.0045 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: $0.025 +4.17%

If you would like more information on future Peak deals, please don’t hesitate to get in touch.

The trustee for Peak Asset Management Unit Trust (“Peak”) is a corporate authorised representative (#1295491) of Dayton Way Securities Pty Ltd (AFSL #382585).
Peak accepts no responsibility for any views expressed and marketing material contained in this email except where the message specifically states otherwise and the sender is authorised to state them to be the views of Peak. Information provided in this email is general advise only and does take account your objectives, financial situation or needs.  Before acting on any advice in this email, Peak recommends that you consider whether it is appropriate for your circumstances.  If this email contains reference to any financial products, you should obtain the current Product Disclosure Statement (PDS) or other disclosure documents for the particular products and consider this information before making any decisions regarding the products. The Financial Services Guide (FSG) can be found at www.peakassetmanagement.com.au  or by telephoning
Peak on 1300 304 460

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