Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

Clarity Pharmaceuticals Ltd / Equity Bottom-Up

Clarity Pharmaceuticals Limited operates as a radio-pharmaceutical company. The Company focuses on the developing targeted therapies for the treatment of cancer and other serious diseases. Clarity Pharmaceuticals serves customers worldwide.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/clarity-pharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:34095:1" rel="noopener">Clarity Pharmaceuticals Ltd (CU6 AU)</a> received FDA fast track designation for its lead candidate 64Cu-SAR-bisPSMA for PET imaging of prostate cancer lesions. Currently, 64Cu-SAR-bisPSMA is in phase 3 trial.</li>
<li>If approved, 64Cu-SAR-bisPSMA has the potential the best-in-class diagnostic as the product has improved lesion detection capability compared to existing prostate cancer diagnostics.</li>
<li>Clarity’s copper platform, strong prostate pipeline and therapeutic and diagnostic efficacy data represents an attractive opportunity to grow a significant radiopharmaceutical franchise in oncology and other indications.</li>
</ul>



Clarity Pharmaceuticals Ltd (CU6 AU) received FDA fast track designation for its lead candidate 64Cu-SAR-bisPSMA for PET imaging of prostate cancer lesions. Currently, 64Cu-SAR-bisPSMA is in phase 3 trial.
If approved, 64Cu-SAR-bisPSMA has the potential the best-in-class diagnostic as the product has improved lesion detection capability compared to existing prostate cancer diagnostics.
Clarity’s copper platform, strong prostate pipeline and therapeutic and diagnostic efficacy data represents an attractive opportunity to grow a significant radiopharmaceutical franchise in oncology and other indications.


Clarity Pharmaceuticals Ltd (CU6 AU): An Attractive Bet on Red Hot Radiopharmaceutical Field

Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Founder & Head of Research

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

Premium Economic & Investment Research

Cross Asset Strategy

<ul>
<li>We will look into the "well-known "correlation among the Aussie and well-known benchmarks to give  a closer look towards factors that have been affecting the movement of the Australian Dollar.</li>
<li>We will look into the performance of the Aussie relative to the Kiwi. The Aussie and Kiwi are viewed to be closely correlated given their geographic proximity and trade partnerships.</li>
<li>They are also being categorized as commodity currencies, with their dependence in commodity export.</li>
</ul>


We will look into the "well-known "correlation among the Aussie and well-known benchmarks to give  a closer look towards factors that have been affecting the movement of the Australian Dollar.
We will look into the performance of the Aussie relative to the Kiwi. The Aussie and Kiwi are viewed to be closely correlated given their geographic proximity and trade partnerships.
They are also being categorized as commodity currencies, with their dependence in commodity export.


India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Hindalco's $10 Billion Expansion to Drive Aluminium and Copper Growth.</li>
<li>BC Jindal Group to Invest $2.5 Billion in India’s Renewable Energy Sector by 2029.</li>
<li>Cement Firms Plan Rs 1.5-Trillion Investment to Meet Growing Demand.</li>
</ul>


Hindalco's $10 Billion Expansion to Drive Aluminium and Copper Growth.
BC Jindal Group to Invest $2.5 Billion in India’s Renewable Energy Sector by 2029.
Cement Firms Plan Rs 1.5-Trillion Investment to Meet Growing Demand.


# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans

External broker reports(aggregated public sources), Euroz Limited

Euroz Hartleys

External broker reports(aggregated public sources)

Euroz Limited

A Western Australian diversified financial services company focused on providing financial services solutions to Institutional, Corporate & Private Clients. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

MLG Oz Limited provides construction materials. The Company offers crushed stones, cement, lime, construction sand, gravel, and other construction materials. MLG Oz serves customers in Australia.

<ul><li>As expected, 2H EBITDA margins were softer (10.9% vs 12.8% 1H'24), the result of new project mobilisations in Q3 and heavier than anticipated rainfalls in March and June.</li><li>Operating cash flow of $57.6m correlated strongly with EBITDA, enabling MLG to deploy $49.6m of capex, including growth capex of $29.8m; sustaining capex was consistent with FY23.</li><li>Net debt (excl leases) was ~flat at $54.7m, improving the gearing ratio to ~1x</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

As expected, 2H EBITDA margins were softer (10.9% vs 12.8% 1H'24), the result of new project mobilisations in Q3 and heavier than anticipated rainfalls in March and June.Operating cash flow of $57.6m correlated strongly with EBITDA, enabling MLG to deploy $49.6m of capex, including growth capex of $29.8m; sustaining capex was consistent with FY23.Net debt (excl leases) was ~flat at $54.7m, improving the gearing ratio to ~1xContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Whitehaven Coal Limited mines and sells metallurgical and thermal coals to the global steel, power generation, and metallurgical industries.

<ul><li>Blackwater sell down to Nippon and Jfezenhe Steel for US 1.08 billion upfront</li><li>Deal includes selling 30% of Blackwater, reducing net debt by 150 million and potential future contingent payments</li><li>Transaction costs and transition costs higher than expected, but deal significantly impacts balance sheet and future cash flow</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Blackwater sell down to Nippon and Jfezenhe Steel for US 1.08 billion upfrontDeal includes selling 30% of Blackwater, reducing net debt by 150 million and potential future contingent paymentsTransaction costs and transition costs higher than expected, but deal significantly impacts balance sheet and future cash flowThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Whitehaven Nail the Landing, Patriot look to the Future

Australia
Insights on Australia

Clarity Pharmaceuticals Ltd (CU6 AU): An Attractive Bet on Red Hot Radiopharmaceutical Field

Clarity’s copper platform, strong prostate pipeline and therapeutic and diagnostic efficacy data represent an attractive opportunity to grow a...

Tina Banerjee

Aussie and Kiwi: A Tale of Two Countries

Exploring the correlation between the Australian Dollar and key benchmarks, including the Kiwi, due to geographic proximity, trade partnerships,...

Alex Ng

# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans

Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.

Sudarshan Bhandari

MLG: 2024 Results; Initial Impressions

As expected, 2H EBITDA margins were softer (10.9% vs 12.8% 1H'24), the result of new project mobilisations in Q3 and heavier than anticipated...

Euroz Hartleys

Whitehaven Nail the Landing, Patriot look to the Future

The sell down of 30% of Blackwater to Nippon and Jfezenhe Steel for US $1.08 billion reduces net debt and incurs additional costs, with potential...

Money of Mine

Clarity Pharmaceuticals Ltd (CU6 AU): An Attractive Bet on Red Hot Radiopharmaceutical Field

Clarity’s copper platform, strong prostate pipeline and therapeutic and diagnostic efficacy data represent an attractive opportunity to grow a...

Tina Banerjee

Aussie and Kiwi: A Tale of Two Countries

​Exploring the correlation between the Australian Dollar and key benchmarks, including the Kiwi, due to geographic proximity, trade partnerships,...

Alex Ng

# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans

​Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.

Sudarshan Bhandari

MLG: 2024 Results; Initial Impressions

As expected, 2H EBITDA margins were softer (10.9% vs 12.8% 1H'24), the result of new project mobilisations in Q3 and heavier than anticipated...

Euroz Hartleys

Whitehaven Nail the Landing, Patriot look to the Future

The sell down of 30% of Blackwater to Nippon and Jfezenhe Steel for US $1.08 billion reduces net debt and incurs additional costs, with potential...

Money of Mine

Exploring the correlation between the Australian Dollar and key benchmarks, including the Kiwi, due to geographic proximity, trade partnerships,...

Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.