In today’s briefing:
- Iron Ore Tracker (14-Apr-2025): Iron Within The Band, Set To Bounce On China Stimulus Talks
- Kinatico Ltd – SaaS revenue now 50% of total revenue
Iron Ore Tracker (14-Apr-2025): Iron Within The Band, Set To Bounce On China Stimulus Talks
- Iron ore prices dropped by 5.5% last week, as the tariff war spooked the market and global recession fears gripped the market.
- With the temporary relaxation of the tariffs and a meeting of key Chinese leaders to front-load the stimulus, the market seems slightly less pessimistic about iron ore prices.
- With iron ore prices falling below USD 100 per ton, the higher end of the cost curve, we anticipate a slight rebound toward the USD 105-110 per ton range.
Kinatico Ltd – SaaS revenue now 50% of total revenue
- Kinatico Ltd (ASX:KYP) is a ‘Know Your People’ regtech company providing workforce compliance monitoring and management technology and services.
- The company has announced that total revenue in Q3 increased 15% to $8.1m, with higher-margin SaaS (Software as a Service) revenue making up 50% of the total.
- SaaS revenue grew 60% in the quarter on the previous corresponding period (pcp) to $4m and is tracking at $16m on an annualised basis.
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