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EQUITY RESEARCH

Sayona Mining Limited (ASX: SYA) -
Sayona Mining Limited (ASX: SYA, “Sayona” or “the Company”) has made solid progress on all fronts since our July, 2017 initiation report. We have updated our valuation for Sayona, with this resulting...
1/21/2018 Read more...
Mining Bluebook - 4th Edition - Over 100 ASX, TSX, NYSE, LME Companies Profiles together with IIR Commodity Forecasts & Outllook
Comprehensive study of Commodity price forecasts including the inclusion of new IIR Indices together with profiles over 100 listed companies....
1/21/2018 Read more...
Trimantium GrowthOps Limited (Expected ASX Code: TGO) - Pre-IPO Report - Business Transformation Advisory Services
Capital raised through the IPO will be used to acquire eight businesses that operate in the three target markets of Technology Services, Advertising & Creative, and Management Consulting. Combined the...
11/28/2017 Read more...
TNG Limited (ASX:TNG) - Vanadium-Iron-Titanium Project - Northern Territory
We have a base case, risked, post-tax price target of A$0.41/share for TNG, with an un-risked valuation of A$0.68/share - this is based on a diluted share structure of 2.4 billion shares to take...
11/28/2017 Read more...
New Energy Solar (Expected ASX Code: NEW) - Solar Power Plants in the United States - Provides Stable Level of Income-
New Energy Solar (‘NES’ or the ‘Business’) is seeking to list on the ASX and simultaneously undertake an equity capital raise of between $100-300m to fund the acquisition of a portfolio of solar power...
11/20/2017 Read more...
Creso Pharma Limited (ASX: CPH) - Mernova Acquisition Provides Direct Access To Canadian Market -
The company is set to launch its hemp-based animal health products in Switzerland through an exclusive commercialisation agreement with Virbac Switzerland AG (Virbac), a global...
11/12/2017 Read more...

COMPANY PROFILES

PolarX Limited (ASX: PXX) - Copper - Compelling Exploration Targets - Alaska, United States
Exploration to date over the Project as a whole has highlighted an almost continuous zone of copper anomalism over a NE trending strike length of ~35km -With an EV of ~A$23 million, the Company has a...
1/21/2018 Read more...
Barra Resources (ASX: BAR) - Mt Thirsty Cobalt Project - WA
Barra Resources Limited has recently competed a positive Scoping Study on the Mt Thirsty Cobalt Project ("Mt Thirsty" or "the Project") in Western Australia which it holds in a JV with ASX-listed...
11/20/2017 Read more...
Spitfire Materials Limited (ASX: SPI, FSE: 4SF) - Building An Australian Gold Developer - Pilbara, WA
Most recently, the Company has announced a merger with Aphrodite Gold Limited (ASX: AQQ, “Aphrodite Gold”), owners of the Feasibility-level 1.26Moz Aphrodite Gold Project (“Aphrodite”). The Company...
10/30/2017 Read more...
Gold Mountain Limited (ASX: GMN) - Set To Commence Drilling - Gold - Highlands, PNG
The Company has recently raised ~A$5.0 million at A$0.10/share, with this including a 1 for 2 free attaching A$0.15 unlisted option with an expiry two years from the date of issue. The aim of...
9/26/2017 Read more...
Tyranna Resources (ASX: TYX) - Excellent Results to Date - Gold - WA
Exploration over Jumbuck, both historically and by Tyranna, has defined a number of occurrences of gold mineralisation similar to that at Challenger, with the current Tyranna resource defined in five...
9/6/2017 Read more...

LISTED MANAGED INVESTMENTS

Ceasing Coverage of NAOS Small Cap Opportunities Company Limited
This follows our suspended rating on Contango MicroCap (as it was then known) - NAOS Asset Management has decided it does not wish to proceed with a review so our rating for NSC is withdrawn and we...
1/21/2018 Read more...
Plato Income Maximiser Limited (ASX: PL8) - Initiating Coverage - Provides Income Yield and Total Return Above Benchmark
PL8 is specifically designed and investment managed for zero tax-rate investors given the strategic emphasis on capitalising on franking credit market ‘inefficiencies’ as well as the strategy’s high...
1/21/2018 Read more...
Latest Monthly Listed Managed Investments - News and Sector Review - This is based on IIR Research Data for the Whole Sector
2017 was an exceptional year for new listed investment company and listed investment trust raisings, with 14 new entities raising a total of $4.2bn via initial public offers. This significantly...
12/17/2017 Read more...
Ellerston Global Investments Limited (ASX code: EGI) - Exposure to a Long Only, Actively Managed Concentrated Portfolio of Global Stocks
Initiation of Coverage - IIR ascribes a Recommended rating. The company was listed in October 2014 and therefore has three years of performance history. The company offers exposure to a concentrated...
12/17/2017 Read more...
Mirrabooka Investments Limited (MIR) - Rating Upgrade
IIR has upgraded its rating to “Highly Recommended”for MIR. IIR has always held MIR and similarly its sister strategy, AFI, in high regard, with a strong team and investment committee, transparency,...
11/12/2017 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...