Log in

Register
Remember me Forgot your password?

EQUITY RESEARCH

Liontown Resources Limited (ASX: LTR) - Quality Lithium Portfolio - Tanzania & Australia
Liontown Resources (“Liontown” or “the Company”) is an Australian and Tanzanian focussed explorer, with target commodities including pegmatite hosted lithium and orogenic gold in Proterozoic and...
4/25/2017 Read more...
Sheffield Resources Limited (ASX: SFX) - Near Development Heavy Mineral Sands - BFS Complete - WA
We have completed a valuation for Sheffield, with this resulting in a Company valuation of $452 million, or $2.50/share, based on the current undiluted capital structure. Over 90% of the value is...
4/25/2017 Read more...
99 Wuxian Limited (ASX: NNW) - Tapping Into The China M-Commerce Market
99 Wuxian Limited (ASX: NNW) operates a mobile marketplace in China and a third party loyalty redemption platform and employee incentive redemption platform. The company has 64.3m registered users...
4/25/2017 Read more...
Proteomics International Laboratories Ltd (ASX: PIQ) - Early Detection of Diabetic Kidney Disease - Commercialisation of Diagnostic Test Kits
Using its Promarker technology platform, the company has identified the biomarkers in the blood (biological fingerprints) of kidney disease in diabetics, specifically Type 2 diabetes. Using this...
4/10/2017 Read more...
Oneall International Limited (ASX: 1AL) - Outdoor Furniture - Global Player - 42 Countries
We have assigned 1AL a target price of $1.32 per share. 1AL designs, manufactures and distributes outdoor furniture around the world. The company owns and operates its manufacturing facility in...
4/6/2017 Read more...
Todd River Resources Limited (ASX: TRT) - Cashed Up Diversified Explorer - Spin off TNG Ltd - NT
Todd River Resources (ASX: TRT, Todd River or“the Company”) is a Northern Territory explorer, with a diverse portfolio of greenfields to advanced exploration and near development assets over a wide...
4/5/2017 Read more...

COMPANY PROFILES

Thundelarra Limited (ASX:THX) - Garden Gully Continues To Bloom - WA
Ongoing work by Thundelarra Limited (ASX: THX, “Thundelarra” or “the Company”) has continued to return excellent results from their Garden Gully Gold Project (“Garden Gully” or “the Project”),...
4/12/2017 Read more...
Frontier Diamonds Limited (Pre-IPO Report) - Diamonds - Near Term Production - South Africa
Frontier Diamonds Limited, is an unlisted public company, looking to list on the ASX. The Company’s current focus is largely on two operating diamond mines in South Africa – Star and Sedibeng. The...
4/2/2017 Read more...
Walkabout Resources Ltd (ASX: WKT) - High Quality, Low Cost Graphite - Tanzania
One of the issues facing potential graphite developers now is the large number of companies (and projects) fighting for a relatively limited pool of funds and customers. As such, to be successful, a...
3/23/2017 Read more...
Creso Pharma Limited (ASX: CPH) - Positioning For The Expanding Cannabis Market
CPH will develop, register and commercialise, in association with licenced partners, animal health and human food supplements manufactured from cannabis. The company currently generates a modest...
3/19/2017 Read more...
Small/ Mid Cap Resources Bluebook
Over 60 ASX / TSX Companies covered in this edition with a focus on companies with assets in Africa....
3/2/2017 Read more...

LISTED MANAGED INVESTMENTS

Argo Investments Limited (ASX: ARG) - Rating Review - Upgraded to Highly Recommended
IIR is upgrading its rating on ARG from “Recommended Plus” to “Highly Recommended”. IIR has always held ARG in high regard, but over the years our conviction has been cemented that ARG is truly...
4/25/2017 Read more...
Contango MicroCap Ltd (CTN) - Rating Suspension Continues
We retain our concerns about the two manager arrangement. We suspended our rating on 8 December. We outline our concerns in the report attached more fully....
4/11/2017 Read more...
LIC Monthly Report - March 2017
Our latest summary of all the LICs on the ASX and discussion on the newly listed ones coming to market. ...
4/4/2017 Read more...
QV Equities Limited (QVE) - An Opportunity To Invest Outside the Top 20
IML uses a high conviction, fundamental bottom up investment process and has a highly capable and proven investment team. QVE has a two-and-a-half year track-record and has outperformed the benchmark...
3/23/2017 Read more...
Quarterly Research Ratings Review
This is the most comprehensive research review of the sector with detailed rating profiles on each LIC together with our analysis....
3/19/2017 Read more...

UNLISTED INVESTMENTS

Forager International Shares Fund - Long-Only, High Conviction International Equities
The Fund’s level of historic beta and correlation to the index has been surprisingly high but, by the Manager’s own statement, we expect the high conviction nature of the portfolio to only increase...
2/26/2017 Read more...
Australian Property Opportunities Fund
The Australian Property Opportunities Fund I (the Fund or APOF I) is an unlisted property fund that provides exposure to small-to-mid-value ($15-$50M) commercial property in east coast Australia....
2/19/2017 Read more...
Australian Property Opportunities Fund II
The Fund is managed by Fort Street Real Estate Capital (the Manager), a JV between Dixon Advisory (of which Walsh & Company is a wholly owned subsidiary) and Fort Street Advisers....
2/19/2017 Read more...
URF Notes III
The URF Notes III (the Notes) are unsecured debt obligations of the US Masters Residential Property Fund (the Fund or URF), which is managed by URF Investment Management Pty Ltd (the Manager). They...
2/19/2017 Read more...
Dalton Street Capital Absolute Return Fund - Quantitative Based Absolute Returns Strategy - Performance Track-Record is Strong
The purpose of this portfolio is to 1) to deliver long-term capital appreciation and a relatively stable income, 2) when combined with the futures trading strategy, deliver consistent positive returns...
11/29/2016 Read more...