Iluka Resources reported 2023 underlying EBITDA of $609mn & NPAT of $343mn, a strong beat vs consensus.
An update was provided on the mineral sands market, major projects including the rare earth refinery, and 2024 guidance. The zircon market is showing signs of further improvement, with ILU’s contracted zircon sand sales in 1Q24 now up nearly 100% to ~45kt.
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For our Members, please find below the latest list of signals.
For our Members, please find below the latest list of signals.
For our Members, please find below the latest list of signals.
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Investors will closely watch the results of artificial intelligence darling Nvidia, which is due to report on Wednesday.
Data center related product revenues make up 80.1% of the overall revenue mix. NVIDIA is trading at near-peak market capitalization levels at $1.8 trillion. However, its 1-yr fwd PE levels are near 5-yr trough levels at 36.8x.
NVIDIA’s has 2 key product segments: Graphics; which primarily relates to graphics processing units (GPU)s used in gaming, and PCs Compute & Networking; which includes chips used for high performance computing in data center, networking, automotive, robotics and also special-purpose cryptocurrency mining uses.
The key growth driver for the company right now is in the Compute & Networking segment, which has seen an explosion in growth:
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Pro Medicus is among the best growth companies on the ASX.
Revenue from contracts with customers for the 6-month period increased from $56.89m to $74.11m, an increase of 30.3%.
The Company reported a first-half after-tax profit of $36.25m, an increase of $9.06m (up 33.3%) compared to the same period last year
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