External broker reports(aggregated public sources), Canaccord Genuity

Canaccord Genuity

External broker reports(aggregated public sources)

Canaccord Genuity Group Inc. is a leading independent investment bank with operations in North America, UK & Europe and Asia-Pacific. Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm. 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.

Equity Bottom-Up

<ul><li>AGY has announced its DecQ'22 result with a focus on the development status of its Rincon Lithium Project.</li><li>During the quarter, the company produced its first tonne (1t) of battery spec lithium carbonate with a grade of 99.76% Li2CO3.</li><li>While just a tonne, it marks a major milestone for the business becoming only the second ASX-listed company to produce lithium carbonate from a scale plant.</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.

AGY has announced its DecQ'22 result with a focus on the development status of its Rincon Lithium Project.During the quarter, the company produced its first tonne (1t) of battery spec lithium carbonate with a grade of 99.76% Li2CO3.While just a tonne, it marks a major milestone for the business becoming only the second ASX-listed company to produce lithium carbonate from a scale plant.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.

Argosy Minerals Limited - A Journey of a Thousand Miles Begins with a Single Tonne

<div><ul><li>AGY has produced the first battery quality lithium carbonate during commissioning at its 2,000tpa Rincon operations in Argentina.</li><li>The production of 99.76% lithium carbonate (250kgs) represents a significant validation of its production process, in our view.</li><li>The company must now ramp up to nameplate capacity over the first half of 2023 and maintain quality metrics.</li></ul></div>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.

AGY has produced the first battery quality lithium carbonate during commissioning at its 2,000tpa Rincon operations in Argentina.The production of 99.76% lithium carbonate (250kgs) represents a significant validation of its production process, in our view.The company must now ramp up to nameplate capacity over the first half of 2023 and maintain quality metrics.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.

Argosy Minerals Limited - A World Cup and a New Lithium Producer for Argentina!

<ul><li>Argosy Minerals (AGY-ASX) is a lithium development company in the advanced stages of commissioning Stage 2 of its 77.5%-owned Rincon Lithium project in Argentina.</li><li>This will see Argosy move to the status of producer in 2022, with 2ktpa battery grade lithium carbonate capacity.</li><li>While initial volumes are small, it demonstrates the purposeful steps AGY has made to de-risk and produce from the Rincon asset.</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.

Argosy Minerals (AGY-ASX) is a lithium development company in the advanced stages of commissioning Stage 2 of its 77.5%-owned Rincon Lithium project in Argentina.This will see Argosy move to the status of producer in 2022, with 2ktpa battery grade lithium carbonate capacity.While initial volumes are small, it demonstrates the purposeful steps AGY has made to de-risk and produce from the Rincon asset.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.

Argosy Minerals Limited - The Rincon Ramp-Up

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>At the December rebalance, we expect changes to the S&amp;P/ASX 50 Index and <a href="https://www.smartkarma.com/entities/s-p-asx-200" target="_blank" data-smartkarma-citation="entities:22901:1" rel="noopener">S&amp;P/ASX 200 (AS51 INDEX)</a>. Announcement is on 2 December with implementation on 16 December.</li>
<li>If added to the <a href="https://www.smartkarma.com/entities/s-p-asx-200" target="_blank" data-smartkarma-citation="entities:22901:1" rel="noopener">S&amp;P/ASX 200 (AS51 INDEX)</a>, passive trackers will need to buy over 9 days of ADV on <a href="https://www.smartkarma.com/entities/monadelphous-group-ltd" target="_blank" data-smartkarma-citation="entities:553:1" rel="noopener">Monadelphous (MND AU)</a> and <a href="https://www.smartkarma.com/entities/ioneer-ltd" target="_blank" data-smartkarma-citation="entities:10264:1" rel="noopener">ioneer Ltd (INR AU)</a>.</li>
<li>Shorts have dropped on nearly all potential adds and deletes over the last couple of months. With shorts at low levels, short covering will have limited impact at the rebalance.</li>
</ul>


At the December rebalance, we expect changes to the S&amp;P/ASX 50 Index and S&amp;P/ASX 200 (AS51 INDEX). Announcement is on 2 December with implementation on 16 December.
If added to the S&amp;P/ASX 200 (AS51 INDEX), passive trackers will need to buy over 9 days of ADV on Monadelphous (MND AU) and ioneer Ltd (INR AU).
Shorts have dropped on nearly all potential adds and deletes over the last couple of months. With shorts at low levels, short covering will have limited impact at the rebalance.


S&P/​​​​ASX Index Rebalance Preview: A Few High Impact Adds

Australia

Argosy Minerals Ltd. is a diamond and precious metals mining and exploration company.  The Company's projects include the Albetros Diamond Project in South Africa where Argosy explores for alluvial diamonds.

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Argosy Minerals (AGY AU)

Argosy Minerals Limited - A Journey of a Thousand Miles Begins with a Single Tonne

While just a tonne, it marks a major milestone for the business becoming only the second ASX-listed company to produce lithium carbonate from a...

Canaccord Genuity

Argosy Minerals Limited - A World Cup and a New Lithium Producer for Argentina!

AGY has produced the first battery quality lithium carbonate during commissioning at its 2,000tpa Rincon operations in Argentina.

Canaccord Genuity

Argosy Minerals Limited - The Rincon Ramp-Up

Argosy Minerals (AGY-ASX) is a lithium development company in the advanced stages of commissioning Stage 2 of its 77.5%-owned Rincon Lithium...

Canaccord Genuity

S&P/ASX Index Rebalance Preview: A Few High Impact Adds

There could be two changes each for the ASX50 and ASX200 indices in December. There is a large impact expected on a couple of the adds while short...

Brian Freitas

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Argosy Minerals Limited - A Journey of a Thousand Miles Begins with a Single Tonne

While just a tonne, it marks a major milestone for the business becoming only the second ASX-listed company to produce lithium carbonate from a...

Canaccord Genuity

Argosy Minerals Limited - A World Cup and a New Lithium Producer for Argentina!

AGY has produced the first battery quality lithium carbonate during commissioning at its 2,000tpa Rincon operations in Argentina.

Canaccord Genuity

Argosy Minerals Limited - The Rincon Ramp-Up

Argosy Minerals (AGY-ASX) is a lithium development company in the advanced stages of commissioning Stage 2 of its 77.5%-owned Rincon Lithium...

Canaccord Genuity

S&P/​​​​ASX Index Rebalance Preview: A Few High Impact Adds

There could be two changes each for the ASX50 and ASX200 indices in December. There is a large impact expected on a couple of the adds while short...

Brian Freitas

S&P/ASX Index Rebalance Preview: A Few High Impact Adds