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EQUITY RESEARCH

Noxopharm Limited (ASX: NOX) - Clinical Trial Program Commences - Sufficient Capital for Trial
The company has commenced a comprehensive clinical trial program that will see the initiation of 7 clinical trials throughout 2017. The first clinical trial is underway which focuses on using NOX66...
5/24/2017 Read more...
Mustang Resources Limited (ASX: MUS) - Mozambique Rubies & Graphite - Revenue Generation Expected Soon
Early stage work by Mustang to date has resulted in the recovery of ~73,000 carats of reportedly high quality rubies from bulk sampling and prospecting, thought to be of similar quality to Gemfields...
5/23/2017 Read more...
White Cliff Minerals Limited (ASX: WCN) - High Grade Gold - Kyrgyz Republic
We have completed a valuation for White Cliff, with this resulting in a base case Company valuation of $32 million, or $0.017/share, a 180% premium to the current price....
5/9/2017 Read more...
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...

COMPANY PROFILES

Matsa Resources Limited (ASX: MAT) - Cashed Up With Near Term Development - Gold/ Copper - WA/ Thailand
The Company has cash and liquid assets of ~$7.2 million is concentrating efforts on two key areas – the Lake Carey/Fortitude gold development project in Western Australia and the Paisali and Siam...
5/9/2017 Read more...
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...

LISTED MANAGED INVESTMENTS

Chapmans Limited (ASX: CHP) - Early Stage & Seed Capital Investor - High Conviction
Value creation for CHP’s shareholders is expected from the ability of the company to guide each of its technology based investments to commercialisation, provision of fee paying corporate services,...
5/22/2017 Read more...
Contango Global Growth Limited - US Based Manager with Existing Track Record
The company will invest in a portfolio of quality global growth equities, excluding Australia. The portfolio will be concentrated, typically comprising 20 to 40 stocks and will be largely invested...
5/18/2017 Read more...
LIC Monthly Report April 2017
Our comprehensive coverage of the LIC Sector including latest developments and performance summary....
5/2/2017 Read more...
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...

UNLISTED INVESTMENTS

CBG Australian Equities Fund - ASX 100 Stocks - Benchmark Unaware, Style Neutral Approach To Investing
Prior to 2016 the Manager had a solid track-record of generating alpha. However, 2016 was a poor year for the Fund, materially under-performing the benchmark. ...
5/9/2017 Read more...
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...