Key News Overnight:
A recent surge in U.S. Treasury yields may gain even more momentum after a strong jobs report reinforced expectations that interest rates will stay high for longer and raised the spectre of benchmark 10-year yields hitting 5% — a level that some fear could rattle broader markets.
In this issue:
De Grey Mining (DEG) | First Take – Brolga infill results | BUY | Analyst | Patrick Streater
NRW Holdings (NWH) | First Take – CFO resigns | HOLD | Analyst | Ian Christie
Civmec (CVL) | First Take – Luerssen transfer update | BUY | Analyst | Ian Christie
St Barbara (SBM) | First Take – 2QFY25 production result | SPEC BUY | Analyst | Patrick Streater
WIA Gold (WIA) | First Take – Kokoseb drilling update | SPEC BUY | Analyst | Patrick Streater
Vulcan Energy Resources (VUL) | Potential to produce Lithium Hydroxide confirmed | Not Covered / No Rating
Alkane Resources (ALK) | 2QFY25 result | Not Covered / No Rating
Yandal Resources (YRL) | Siona drill results | Not Covered / No Rating
Log in to the research portal below to download the full Morning Note