BridgeStreetCapital

Limited local 🇦🇺 macro news this week but a few blockbuster releases coming up. This week the focus is: Tues 11/3 - Japan Q4 GDP 🇯🇵 Wed 12/3 - US CPI Feb 🇺🇸 Thurs 13/3 - US PPI Feb & Initial Jobless Claims 🇺🇸 Friday 14/3 - UK GDP Jan 🇬🇧 #equities bloomberg.com/markets/econom…

Busy economic calendar this week, with main focus: Monday 3/3 - Eur CPI Feb Tuesday 4/3 - Au Retail Sales Jan Wednesday 5/3 - Au GDP Q4 Thursday 6/3 - ECB rate decision Friday 7/3 - US non-Farm payroll & unemployment rate + Fed Chair Powell speaks! bloomberg.com/markets/econom…

Australia’s trimmed mean inflation measure was 3.2% for the year to December vs 3.3% expected. For Q4 was 0.5% vs 0.6% consensus. Cooling inflation opens the door for a pre-election interest rate cut. #inflation #equities bloomberg.com/news/articles/…

⁦Software company @ActivePortGroup⁩ $ATV has raised $2.6m through its rights issue plus a commitment of $0.5m to $2.0m from one insto, so total raising will end up between $3.1m and $4.6m. Company now fully funded to cash flow positive. Disclosure: speculative, I own, DYOR

⁦@Southern_Pd⁩ $SPD releases the PFS for its Bengwenyama PGM project in South Africa 🇿🇦, which shows an NPV of US$1 billion. Our firm ⁦@BridgeStCapital⁩ IPOed SPD in 2022 and it’s great to see management delivering in a big way! Disclosure: speculative, I own, DYOR

@ActivePortGroup $ATV has signed a contract with Telekom Malaysia to deliver its unique GPU Edge and Orchestration software. Congratulations to the team on securing this milestone customer! #Activeport Disclosure: speculative, I own, DYOR

Economic calendar for the week commencing 8th July 2024👇, thanks to ⁦@StockheadAU⁩. Very light calendar until the blockbuster US 🇺🇸 CPI data for June to be released on Thursday. All eyes 👀 on the only game in town. #CPI #Inflation #InterestRates #Equities

Economic calendar for the week ahead👇 thanks to ⁦@StockheadAU⁩. All eyes on Aussie CPI for May, released on Wednesday, which will inform the next RBA rate move, and US PCE data on Friday (US time). First US presidential debate on Thursday night as well, just for laughs. 🇺🇸

Australian 🇦🇺 retail sales rose 0.1% in April, less than market consensus. All eyes on Aussie April CPI out tomorrow. #CPI #InterestRates #Equities

Logged onto ⁦@ProvarisEnergy⁩ $PV1 investor webinar today. Company making good progress in developing the green hydrogen supply chain in Europe via its compressed hydrogen transport solution. #EnergyTransition #Hydrogen Disclosure: speculative, I own, DYOR

Australian 🇦🇺 CPI for Q1 2024 came in at 3.6% annual, vs 3.5% market expectation. Trimmed mean at 4.0%, also higher than expected. A$ and yields up on “rates higher for longer” narrative. #equities #CPI #Inflation #InterestRates bloomberg.com/news/articles/…

Global macroeconomic calendar for the coming week👇courtesy of ⁦@StockheadAU⁩. Key focus is Aussie 🇦🇺 Q1 Inflation (consensus = 3.4% annual), US 🇺🇸 Q1 GDP (consensus = 2.3% annual) and US Core CPE Index for March on Friday. Large amount of PMI data out on Tuesday. 🍀

Light calendar of economic data this week👇, with most focus on Australian 🇦🇺 employment data on Thursday and March CPI readings for Canada, Italy, Japan and NZ. Otherwise, all eyes on geopolitical events and impact on oil and gold. US futures green as of now. #equities

⁦@ProvarisEnergy⁩ $PV1 announce collaboration agreement with Global Energy Storage to develop a hydrogen import terminal at the Port of Rotterdam utilising the Provaris shipping technology. Blockbuster development! #hydrogen #energy Disclosure: speculative, I own, DYOR

⁦@Shell⁩ is considered leaving the London Stock Exchange for the ⁦@NYSE⁩ reports ⁦@Telegraph⁩. The gravitational pull of the US 🇺🇸 capital markets is relentless, with greater capital, liquidity and corporate valuations. #Equities telegraph.co.uk/business/202…

⁦@PacificNickel⁩ $PNM management to provide an update to shareholders and interested investors at a webinar on Thursday 4 April at 11.00am AEDT. Registration details are below 👇👇👇👇👇👇

⁦@ProvarisEnergy⁩ $PV1 releases company update today👇. Prototype is being built in Norway 🇳🇴 and a third MOU has been signed with a major customer. 2024 is shaping up as an exciting year for the company! 🍀 #Hydrogen #EnergyTransition Disclosure: speculative, I own, DYOR

RBA keeps cash rate at 4.35%. #RBA #InterestRates #Equities bloomberg.com/news/articles/…

Morcheeba at ⁦⁦@Enmore_Theatre⁩ . Great gig! ⁦@MorcheebaBand⁩

US 🇺🇸 Feb CPI to be released at 830am E.T. Consensus is for 3.1% pa or 0.4% for month. Core CPI consensus is 3.7% pa or 0.3% for the month. Sticky inflation reading will delay interest rate cuts. Bears confident! #CPI #inflation #interestrates #equities cnbc.com/2024/03/11/a-key-in…