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 30 November, 2023

Happy almost Friday team.
We’re live with a deal in the gold sector today. Keep an eye on your inbox this morning!

Market highlights

ASX futures up 14 points or 0.2% to 7068 near 6am AEDT

  • AUD -0.4% to 66.23 US cents
  • Bitcoin -0.9% to $US37,863 at 7.06am AEDT
  • On Wall St at 3.04pm: Dow +0.2% S&P +0.1% Nasdaq +0.03%
  • In New York: BHP -1.2% Rio -0.5% Atlassian +5.3%
  • Tesla -0.9% Apple -0.6% Amazon -0.1%
  • VIX +1.7% QQQ +0.1% TLT +1.1%
  • Stoxx 50 +0.5% FTSE -0.4% DAX +1.1% CAC +0.2%
  • Spot gold +0.3% to $US2047.98/oz at 1.52pm in New York
  • Brent crude +1.2% to $US82.67 a barrel
  • Iron ore +0.7% to $US128.20 a tonne
  • 10-year yield: US 4.27% Australia 4.36% Germany 2.43%
  • US prices as of 2.59pm in New York

Australian shares are poised to rise, in line with modest gains on Wall Street, as bond yields extended their slide on heightened expectations that interest rate cuts are far closer than previously thought.

The yield on the US 10-year yield fell below 4.30 per cent; it has tumbled 57 basis points in the past month. Overnight, billionaire investor Bill Ackman said his firm, Pershing Capital, is “betting that the Federal Reserve is going to have to cut rates more quickly than people expect”.

For local investors, there’s private sector credit for October, private capex for the third quarter and building approvals for October at 11.30am. China will release PMI data for November at 12.30pm. The latest CPI reading for the Eurozone is scheduled to be released at 9pm.

Source: AFR

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Closer to Home
  • Venture Minerals intersected rare earths mineralisation in all 25 RC holes drilled into its new Jupiter target
  • Jupiter is part of the Brothers project which is proximal to the upcoming Eneabba rare earths refinery and the longstanding Mt Weld concentrator
  • Maiden resource being fast-tracked with a slimline RC drilling campaign currently under way

Special Report: Venture Minerals has hit clay-hosted rare earths mineralisation in each of the first 25 RC holes drilled into its new Jupiter target, including grades up to +7,000ppm TREO.

Located about 300km east of Geraldton, Jupiter has emerged as a project of interest for Venture Minerals (ASX: VMS) given its significant potential for grade and scale and proximity to the Mt Weld rare earths concentrator operated by Lynas Rare Earths (ASX: LYC) and the upcoming Eneabba refinery being developed by Iluka Resources (ASX: ILU).

Recently completed maiden RC drilling at Jupiter, part of the Brothers project, delivered better grades and widths of clay-hosted rare earths mineralisation than the earlier reconnaissance aircore program.

Venture reported consistent 20-30m widths of rare earth mineralisation grading over 2,000ppm TREO within broader zones of up to 64m grading over 1,000ppm TREO across the 40km2 target.

Extremely low thorium and uranium levels were also recorded.

Venture managing director Andrew Radonjic described the results, which also included magnet rare earth oxides (MREO) averaging 23% over +1,000ppm TREO intersections, as “phenomenal”.

“These phenomenal results enhance Venture’s belief that the Jupiter target has the potential to become an exceptional rare earths project,” he said.

“The scale and quality of this opportunity, along with its proximity to infrastructure and processing plants, makes it a standout among its peers.”
Source:Stockhead


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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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