Snippets Corner: 13 January 2010 – IRE, CIF

January 12, 2010

Iress Market Technology Limited (IRE) subsidiary IRESS Market Technology Canada LP announced a long-term co-location agreement with TMX Group, which operates the Toronto Stock Exchange, TSX Venture Exchange and Montreal Exchange. The company said with the new agreement, its market data, trading and best market router platforms would continue to be hosted within TMX Group’s primary data centre through 2014.  

Challenger Infrastructure Fund (CIF) said it has received proceeds of about $304 million from the sale of Southern Water, which was announced in November 2009. The fund expects that the proceeds from the sale would be utilised to progress a number of fund and asset level capital management initiatives over the next 12-24 months.

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ERA mining down over 20% in Q4

January 12, 2010

Energy Resources Australia (ERA) this morning released it quarterly report for December last year, showing a 22% and 20% slump in the amount of material mined against Q4 2008 and Q3 2009 respectively. The uranium specialist attributed the decline to maintenance and safety work carried out on the south wall of the Ranger mine.

Meanwhile the company reported a 71% drop in ore mined from Q3 2009 ‘primarily due to the effect of mine sequencing around the removal of waste and ore,’ the company reported.

However, ERA said that it was expecting improved head grades in the second half of the year.

The miner produced 11.5 million pounds of uranium oxide in 2009, a more modest drop 2% from 2008, though in the fourth quarter production was down 30% from the previous corresponding quarter.

At 1039 AEDT, ERA shares were trading down 66c to $22.25 per share.

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Navitas signs two new US deals

January 12, 2010

Navitas Limited (NVT) said its has executed educational affiliation agreements with the University of Massachusetts Lowell and the University of Massachusetts Dartmouth. The global education services provider said the collaboration would provide undergraduate pathway and pre-masters programs at UMass Lowell and UMass Dartmouth in the United States.

CEO, Rod Jones, said the entry to the United States was an exciting phase in the company’s development.

“Our proven university pathway model has been successfully implemented across a range of tertiary institutions in Australia, the United Kingdom, Singapore and Canada,” Mr Jones said.

“The United States, with the immense opportunities it provides the Company and our students, is a logical choice for us as we look to expand our global footprint.”

He added that the two new colleges are expected to mature to operational break even within around 18 months due to the low capital cost of the operations.

Navitas expects the new colleges to open in September 2010. 

As at 1023 AEDT, Navitas shares were up 6c to $4.16.  

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RBS: QAN – Guidance confirms recovery

January 12, 2010

RBS – Round Up – 130110

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WorleyParsons downgrades guidance

January 12, 2010

WorleyParsons Limited (WOR) opened 11.4% lower after the oilfield-engineering firm downgraded its FY10 profit guidance due to weakness in its US operations. The company advised that its current NPAT expectations for the year are in a range of $280 million to $320 million.

In October WorleyParsons advised an expected NPAT in the order of $320 million to $335 million.  

The company said that since the October update, several of its regions have performed above expectations, while some have underperformed them.

Power operations, particularly in the US, have been adversely affected by decreased demand and increased legislative uncertainty concerning the treatment of carbon,” WorleyParsons said.

“The market for our services in the US domestic refining and petrochemicals industries has weakened significantly.”

The company added that the recently announced acquisitions of Australian infrastructure services company Evans & Peck and Brazilian services group CNEC Engenharia would not contribute significantly to the company’s second half result.

”The contribution from both acquisitions was anticipated in the previous outlook provided,” WorleyParsons said.

The company said it is encouraged by increasing activity in a number of regions and customer sector groups supporting its view of a more significant weighting of earnings to the second half of the financial year.

At the open Wednesday, WorleyParsons shares were trading down $3.35, or 11.4% at $26.00.

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Transurban quarterly toll revenue up 5.3%

January 12, 2010

Transurban Group (TCL) reported a 5.3% increase in proportional toll revenue for the December quarter to $209.2 million, compared to the previous corresponding period ("pcp"). The group said excluding the impact of the CityLink revenue protection provision was $206.6 million, an increase of 6.5% on the pcp.

Transurban reported a 5.7% increase in toll revenue and 0.4% rise in average daily transactions at CityLink.

Meanwhile, the Hills M2 saw revenue rise 13.8% on a 2.1% increase in average daily trips.  

The group said all Australian assets reported positive traffic growth for the quarter, while the Pocahontas Parkway in the USA reported a 2.5% drop in revenue on an 11.4% decline in traffic.

Transurban said CityLink was impacted by M1 Upgrade works on the Monash and West Gate Freeways on weekends, which resulted in a decline in weekend traffic on both Western Link and Southern Link.

However, the group said growth in Average Daily Transactions was strong in December at 3.1% when compared to December 2008 as the fourth outbound lane opened and M1 Upgrade works became less frequent and disruptive.

At the close of trade yesterday, Transurban shares were trading at $5.51.

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Constellation Brands profit slumps 47%

January 12, 2010

US-based, ASX-listed beverage company Constellation Brands (CBR) posted a reported $44 million net income for the third quarter 2010, down 47% from the previous corresponding period. Net sales for the company dipped 4% to just under US$1 billion for the quarter, with the slump in reported profit coming from the divesture of its value spirits business and a drop in operating income from international business.

On a comparable basis net income came in at $120 million, down a more modest 9% from the previous corresponding quarter, the company said.

In the US, branded wine sales retreated 3%, while Europe and Australia offset these declines with increases in sales of 12% and 2% respectively. This was primarily due to an increase in sales volumes for cheaper wines.

President and CEO, Rob Sands said that despite the decline in profit, the company’s debt reduction of $336 million was evidence it was on the right economic path.

“The industry and our results continue to be impacted by the difficult economic climate,” Mr Sands said.

“Overall, we remain optimistic for the future and intend to continue to work toward reducing borrowings, improving free cash flow and optimizing return on invested capital.”

Mr Sands said the comparable basis diluted EPS expectation for the full year remained unchanged.

For the year ending 28 February 2010, the company said it was expecting to post earnings of between US79c and US89c per share, up from a $1.40 per share loss last year.

At the close Tuesday, Constellation Brand securities were trading at $1.65 each.

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Aussie shares shed 1%

January 12, 2010

Negative sentiment swept across the market throughout the afternoon with miners and energy stocks leading the market 1% lower. Every sector finished the day in the red.

At the end of the day, the All Ords was down 49.6 to 4,931.6, while the ASX/200 dropped 51.2 to 4,899.5. About 2.1 billion shares worth around $3.8 billion had changed hands.

The major players in the Materials and Resources sector weakened despite the base metals rising on the LME.

BHP Billiton slid 98c to $43.49 and Rio Tinto lost $1.63 to $78.37.

The sector fell 1.8%.

Alumina shares dropped 10c, or 4.9% to $1.96. The company’s AWAC joint venture partner Alcoa kicked off the quarterly reporting season this morning by reporting a loss of US$277 million following one off items of US$275 million. Alcoa said revenues were up 18% versus the previous corresponding period, while the company reported a loss from continuing operations of US$929 million a year ago. 

Steelmakers Onesteel and Bluescope fell 2.7% and 3.6% to $3.54 and $3.18 respectively.

Gold futures hit their highest level in a month as Newcrest edged 46c higher to $37.28, while Lihir shed 4c to $3.42.

Home builders James Hardie and Fletcher Building were among the better performers, up 14c and 11c to $8.69 and $6.77.

Energy stocks were down 1.3%. Woodside, Coal & Allied and Oil Search all lost 1.3% each, while Origin was 1.5% below the line.

Uranium miner Paladin fell 3.6% to $4.25.

The Banks and Financials sector slipped 0.7%.

CBA, which had gained 35c to lunch, ended unchanged at $56.57. Westpac was also unchanged, while NAB was the worst performer, down 30c, or 1.1% to $26.95.  

Macquarie Group was off 51c, or 1% at $48.39 as the investment bank, alongside Canadian Pension Plan Investment Board and the Abu Dhabi Investment Authority, made a bid for a large British power-distribution network.

Heavyweight insurer QBE lost 53c, or 2.1% to $24.45, while AXA Asia Pacific was the only insurer to make ground, adding just 4c to $6.68.

The Property Trusts sector was among the most heavily sold, shedding 1.4%.

Westfield and Stockland lost 1.7% and 2.2%.

The Industrials sector was 0.7% lower. Qantas was steady at $2.94 as the airline joined its oneworld partners in an attempt to keep the almost bankrupt Japan Airlines within the alliance.

On a positive note CSR shares jumped 8.5c, or 4.3% to $2.05 after China’s Bright Food Group offered to buy the company’s sugar and renewable energy unit for $1.5 billion. However, in response CSR said it was merely an expression of interest and the proposal was not capable of acceptance.

Auckland International Airport continued on from yesterday’s falls, dropping 3.7% to $1.55. Yesterday, the company announced it would pay about $132 million for a 24.55% stake in North Queensland Airports.

Other major stocks in the sector were down, with Leighton and Brambles retreating 1.8% to $40.51 and 1.4% to $7.08 respectively.

Consumer Staples weakened 0.6%. Sector heavyweight Wesfarmers eased 15c, or 0.5% lower to $31.40 and Woolworths lost 21c to $27.79.

It was an unsteady day among Consumer Discretionary stocks, which saw the sector 0.6% in the red by the close.

Retailer Pacific Brands and television network Ten lost 2.2% and 1.7% to $1.13 and $1.695.

GUD Holdings jumped nearly 6% to $9.47 in the last hour of trade after upgrading its guidance for the year.

Country Road surged 46c, or 14.2% to $3.70, though the clothing retailer didn’t release any information to the public.

The Health Care sector was also down 0.6%. CSL reversed morning gains to finish 4c lower at $31.89 and Sonic Healthcare dipped 40c to $14.68.

Pharmaxis rose 2.6% to $2.77 as the company announced it had signed an agreement to acquire Canadian based private biopharmaceutical company Topigen Pharmaceuticals.

Ramsay Health Care gained 25c, or 2.2% to $11.45 after UBS upgraded its rating on the stock to “buy”. Ramsay featured heavily in broker reports this morning.

Telstra dipped 4c to $3.31 as the Telecommunications sector fell 1.1%.

Around the region, the Nikkei 225 was up 95.5 to 10,893.8, while the Straits Times Index gained 0.6 to 2,934.1. Meanwhile, the NZSE50 lost 13.5 to 3,290.3.

Spot gold was trading at US$1,153.05 per ounce, and the Aussie was buying US$0.9277.


CSR says Bright Food merely expressed interest
CSR said, in response to a media statement from Bright Food Group Co. Ltd, that the Chinese company had merely made an expression of interest and does not make any proposal capable of acceptance by CSR. The company said Bright Food had previously expressed an interest in CSR’s Sugar business however, its expression of interest similarly lacked certainty as to value, timing and likelihood of completion.

At the end of the day, CSR shares were up 8.5c to $2.05.

Pharmaxis to acquire Topigen Pharmaceuticals
Pharmaxis said it has signed an agreement to acquire Canadian based private biopharmaceutical company Topigen Pharmaceuticals Inc. The company said the transaction would enhance its respiratory drug development portfolio.

At the close, Pharmaxis shares were up 7c to $2.77.

Alcoa kicks off US season with revenue up 18%
Out of the US, 2010 economic results were heralded in by Alcoa, which reported quarterly earnings this morning. The US-based company, which has a 60-40 joint venture with Australia's Alumina, called World Alumina and Chemicals (AWAC), reported a loss of US$266 million, following unusual charges of US$275 million.

At the finish, Alumina shares were trading down 10c at $1.96 each.

Navitas enters US market
Navitas announced the execution of an educational affiliation agreement with Western Kentucky University for the establishment of a university pathway college at the university’s main campus. The company said the move into the US was a significant step in the global rollout of its business and academic models.

At the bell, Navitas shares were down 4c to $4.10.

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Snippets Corner: 12 January 2010 – GUD

January 12, 2010

GUD Holdings Limited (GUD) shares jumped in late trade Tuesday after the company said it expects 1H FY10 EBIT to be more than 10% above the prior corresponding period (“pcp”), based on the preliminary results available. The company said expectations are that full year underlying EBIT, before significant items, would be in the range $64-68 million, provided that there are no adverse exchange rate, input cost or selling price movements. GUD added that it also expects its net borrowing expense to be materially below that of the pcp. The company said it would release its results for the half year on 27 January 2010.

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Miners drag the market lower

January 12, 2010

Commodity stocks dragged the Australian market lower Tuesday morning after the broader indices reached 16-month highs yesterday. Most sectors fell below the line as investors looked to lock in profits made recently. 

On Wall Street overnight, the Dow finished 0.4% higher, while the S&P 500 and NASDAQ were relatively flat. Europe was also little changed.

At midday, the All Ords was down 27.2 to 4,954.0, while the ASX/200 shed 28.8 to 4,921.9. About 1 billion shares worth around $1.5 billion had changed hands.

The major players in the Materials and Resources sector weakened despite the base metals rising on the LME on the back of strong Chinese import data and a weak dollar.

BHP Billiton slid 79c to $43.68 and Rio Tinto lost 95 to $79.05.

The sector fell 1.3%.

Alumina shares dropped 9.5c, or 4.6% to $1.965. The company’s AWC joint venture partner Alcoa kicked off the quarterly reporting season this morning by reporting a loss of US$277 million following one off items of US$275 million. Alcoa said revenues were up 18% versus the previous corresponding period, while the company reported a loss from continuing operations of US$929 million a year ago. 

Steelmakers Onesteel and Bluescope fell 1.9% and 2.4% to $3.57 and $3.22 respectively.

Gold futures hit their highest level in a month as Newcrest edged 31c higher to $37.13, while Lihir shed 3c to $3.43.

Home builders James Hardie and Fletcher Building were among the better performers, up 13c and 12c to $8.68 and $6.78.

Energy stocks were mainly lower, sending the sector 0.6% into the red. Major players Woodside, Oil Search and Coal & Allied were between 0.7% and 0.9% below the line.

Uranium miner Paladin fell 3.6% to $4.25, while coal and iron ore explore Aquila put on 17c to $11.32.

The Banks and Financials sector slipped 0.2% with the large majority of shares failing to move far from the gain line.

CBA was the best of the big four banks, gaining 35c to $56.92, while NAB was the worst performer, down 22c to $27.03.  

Macquarie Group was slightly lower at $48.76 as the investment bank, alongside Canadian Pension Plan Investment Board and the Abu Dhabi Investment Authority, made a bid for a large British power-distribution network.

Heavyweight insurer QBE lost 40c to $24.58.

A 1.3% fall from Brambles to $7.09 led the Industrials sector 0.3% lower.

Qantas dipped 3c to $2.91 as the airline joined its oneworld partners in an attempt to keep the almost bankrupt Japan Airlines within the alliance.

On a positive note CSR shares jumped 7.5c, or 3.8% to $2.04 after China’s Bright Food Group offered to buy the company’s sugar and renewable energy unit for $1.5 billion. However, in response CSR said it was merely an expression of interest and the propsal was not capable of acceptance.

Auckland International Airport continued on from yesterday’s falls, dropping 3.1% to $1.56. Yesterday, the company announced it would pay about $132 million for a 24.55% stake in North Queensland Airports.

Consumer Staples weakened 0.4% as major players Wesfarmers and Woolworths lost the same amount to be trading at $31.43 and $27.90 respectively.

Metcash shed 2% to $4.38.

A mixed morning among Consumer Discretionary stocks saw the sector 0.5% in the red by noon.

Retailer Pacific Brands and television network Ten lost 2.2% and 2% to $1.13 and $1.69, while on the other side of the line Wotif.com advanced 1% to $7.03.

The Health Care sector was flat. CSL edged 10c higher to $32.03 and Sonic Healthcare dipped 15c to $14.93.

Pharmaxis rose 2.6% to $2.77 as the company announced it had signed an agreement to acquire Canadian based private biopharmaceutical company Topigen Pharmaceuticals.

Ramsay Health Care gained 18c to $11.38 after UBS upgraded its rating on the stock to “buy”. Ramsay featured heavily in broker reports this morning.

Telstra dipped 1c to $3.34 as the Telecommunications sector fell 0.6%.

Around the region, the Nikkei 225 was up 25.9 to 10,824.3, while the Straits Times Index gained 5.3 to 2,938.8. Meanwhile, the NZSE50 lost 9.1 to 3,294.6.

Spot gold was trading at US$1,152.97 per ounce, and the Aussie was buying US$0.9269.



CSR says Bright Food merely expressed interest
CSR said, in response to a media statement from Bright Food Group Co. Ltd, that the Chinese company had merely made an expression of interest and does not make any proposal capable of acceptance by CSR. The company said Bright Food had previously expressed an interest in CSR’s Sugar business however, its expression of interest similarly lacked certainty as to value, timing and likelihood of completion.

At lunchtime, CSR shares were up 7.5c to $2.04.

Pharmaxis to acquire Topigen Pharmaceuticals
Pharmaxis said it has signed an agreement to acquire Canadian based private biopharmaceutical company Topigen Pharmaceuticals Inc. The company said the transaction would enhance its respiratory drug development portfolio.

At noon, Pharmaxis shares were up 8c to $2.78.

Alcoa kicks off US season with revenue up 18%
Out of the US, 2010 economic results were heralded in by Alcoa, which reported quarterly earnings this morning. The US-based company, which has a 60-40 joint venture with Australia's Alumina, called World Alumina and Chemicals (AWAC), reported a loss of US$266 million, following unusual charges of US$275 million.

At midday Tuesday, Alumina shares were trading down 8.5c at $1.975 each.

Navitas enters US market
Navitas announced the execution of an educational affiliation agreement with Western Kentucky University for the establishment of a university pathway college at the university’s main campus. The company said the move into the US was a significant step in the global rollout of its business and academic models.

Half way through the day, Navitas shares were trading unchanged at $4.14.

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