Key News Overnight:
Investors will closely monitor stock markets on Tuesday, the day after Donald Trump is inaugurated for his second term in the White House, to see if U.S. equities can continue their recent trend of posting gains after a president is sworn in.
In this issue:
Sector Report – Defence Spend | Clear targets for industry | Analyst | Ian Christie
Gold Road Resources (GOR) | Gilmour highlights growth beyond Gruyere | BUY | Analyst | Patrick Streater
Duratec (DUR) | Defence in its sights – Initiation | BUY | Analyst | Ian Christie
Saunders (SND) | About to get refueled – Initiation | BUY | Analyst | Ian Christie
Northern Star Resources (NST) | First Take – Solid 2QFY25 result | BUY | Analyst | Hayden Bairstow
De Grey Mining (DEG) | First Take – Hemi progress | BUY | Analyst | Patrick Streater
Liontown Resources (LTR) | First Take – Strong 2QFY25 result | BUY | Analyst | Hayden Bairstow
Catalyst Metals (CYL) | First Take – Plutonic East progressing as planned | BUY | Analyst | Hayden Bairstow
Qoria (QOR) | First Take – December quarter | HOLD | Analyst | Ian Christie
Centaurus Metals (CTM) | First Take – Higher grade concentrate achieved | SPEC BUY | Analyst | George Ross
BHP Group (BHP) | 2QFY25 result | Not Covered / No Rating
Strickland Metals (STK) | Shanac drill results | Not Covered / No Rating
Hillgrove Resources (HGO) | Quarterly results | Not Covered / No Rating
Log in to the research portal below to download the full Morning Note
