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 21 November, 2023

How are you this morning!

Earnings season is upon us once more, which is always an interesting window into how everything’s travelling on the bourse!

COMMODITY/FOREX/CRYPTO MARKET PRICES

Gold: US$1,979.44 (-0.03%)

Silver: US$23.67 (-0.25%)

Nickel (3mth): US$16,776.14/t (-1.06%)

Copper (3mth): US$8,168.05/t (+0.57%)

Oil (WTI): US$76.70 (+1.32%)

Oil (Brent): US$81.27 (+0.81%)

Iron 62pc Fe: US$128.95/t (-0.36%)

AUD/USD: 0.6550 (+0.56%)

Bitcoin: US$37,174.50 (-0.64%)

Across markets

Australian shares are poised to rise, in line with New York as Microsoft paced the tech sector higher after announcing that it hired Sam Altman to lead a new in-house AI team. Apple is set to retop the $US3 trillion mark.

A well received 20-year US government debt auction helped bolster sentiment. The sale drew yields of 4.78 per cent, compared with the pre-sale level of 4.79 per cent, according to Bloomberg.

“We view Microsoft now even in a stronger position from an AI perspective,” Wedbush Securities said in a note. Microsoft reset its record high.

For local investors, the focus on Tuesday morning is all about the RBA. Governor Michele Bullock will speak as part of a panel at the ASIC Annual Forum in Melbourne and Carl Schwartz will speak at an event in Sydney.

In addition, the latest board meeting minutes are scheduled to be released at 11.30am.

Technology One is scheduled to release earnings.

On the AGM front, AGL Energy, BlueScope Steel, Brickworks, Fortescue Metals, Monadelphous and Perseus Mining.

Elders and Amcor trade ex-dividend.

Source: AFR

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Closer to Home

  • Marmota identifies four new high priority uranium drill targets at the Saffron deposit within Junction Dam
  • Three of the four targets are located outside the current Saffron resource area
  • Review by yellowcake expert Mark Couzens has also defined a new stratigraphic model
  • Model suggests uranium mineralisation around Saffron area is hosted within floodplains adjacent to numerous palaeochannels

Special Report: Marmota’s return to uranium is well and truly underway with the identification of new high priority drill targets at its Junction Dam project in South Australia.

Prices of uranium are approaching the US$80/mark while Sprott Asset Management has flagged that uranium is currently in the midst of a bull market.

On the back of the increasingly positive sentiment for the energy metal, Marmota made the decision in October to recommence exploration at Junction Dam, which has an existing resource of 5.4Mlbs of uranium (U3O8) at 557 parts per million (ppm).

Marmota’s (ASX:MEU) goal is grow resources at Junction Dam with previous drilling having already proven that uranium is present at both the Bridget and Yolanda prospects, which have not yet being included in the project’s resources.

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: $0.008 Unchanged

Company: Terra Uranium (ASX:T92)
Sector: Uranium
Deal Type: IPO
Raise Amount: $7.5M
Latest Entry Price: $0.20
Today’s Price Change: $0.14 -10.00%

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 Unchanged

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 -16.67%

Company: Unith Ltd. (ASX:UNT)
Sector: AI/ChatGPT
Deal Type: Placement
Raise Amount: $4.5M
Latest Entry Price: $0.033 with a 1:1 UNTO
Today’s Price Change: $0.022 Unchanged

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: $0.007 +16.67%

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: $0.010 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 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: $0.066 +6.45%

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: $0.19 +2.70%

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: $0.029 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: $0.013 Unchanged

Company: Paradigm Biopharma (ASX:PAR)
Sector: Biopharma
Deal Type: IPO Cornerstone
Raise Amount: $1M+
Latest Entry Price: $0.35
Today’s Price Change: $0.40 +2.53%

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: $0.022 Unchanged

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: $0.017 +6.25%

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: $0.004 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 Unchanged

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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