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EQUITY RESEARCH

Race Oncology Ltd ( ASX: RAC) - Drug Development - Treatment of Acute Myeloid Leukaemia
We say ‘re-development’ because Bisantrene, a small molecule anthracene derivative, gained its first marketing approval 26 years ago. The drug originated back in the 1980s in a successful...
7/25/2016 Read more...
1st Available Ltd (ASX: 1ST) - Building a Customer Portal in Health -
1st Available Ltd (ASX: 1ST) was founded in 2009 with a vision to build an online health services community through a platform that simplifies appointment bookings and interactions between health...
5/22/2016 Read more...
Pureprofile Limited (ASX: PPL) - Online Consumer Profiling - Data Analytics for Online Advertising - Disruptive Growth with Strong Contracts
Its online market research and profiling is used by research and media agencies, many of which have been long term clients. The News Ltd alliance provides an opportunity to partner with a leading...
5/17/2016 Read more...
US Masters Residential Property Fund (ASX: URF) - FY15 Results - Revenue & Profit Increases
Revenue was up 62.7% in FY15 on the pcp, largely as a result of significantly improved rental income of $22m, up 58.6% on the pcp and slightly above our forecast rental income of $21.3m....
3/4/2016 Read more...
Codan Limited (ASX: CDA) - Metal Detection Devices/ Other Communication Tech - Results Jan 16 - Revenue Down But Profit Up
1H’16 revenue was $65m, down 4.8% on the pcp, primarily as a result of the decline in revenues from the Radio Communications division. Despite the decline in revenue, gross profit improved to 54.5%...
2/16/2016 Read more...
Easton Investments Ltd (ASX: EAS) - Financial Services Company - Wealth Management
We have initiated coverage of EAS with a target price of $1.46, a 40.4% premium to the share price at 15 December 2015. The company is in a growth phase after refocusing the direction of the company...
12/21/2015 Read more...

COMPANY PROFILES

Sipa Resources Limited (ASX: SRI) - Uganda/ WA - Junior Explorer - Gold/ Copper
Sipa’s exploration activities are focussed on two areas – the Kitgum Pader Project in northern Uganda, and the recently acquired Paterson North Project in Western Australia. The Company was first...
7/27/2016 Read more...
Venturex Resources Limited (ASX: VXR) - Base Metals Portfolio Continues to be De-Risked - Pilbara WA
Venturex owns 100% of two major copper zinc assets in the Pilbara Region of Western Australia. Each property has highly prospective projects on approved mining leases with no native title issues,...
7/18/2016 Read more...
Kalina Power Limited (ASX: KPO) - Owns Technology - For Binary Power Generation - Geothermal or Waste Heat that Generates Power
The company is seeking to roll out the technology to industrial operations to improve the energy efficiency at their operations. The technology can be used across a range of industries and is most...
5/31/2016 Read more...
Dome Gold Mines Limited (ASX: DME) - Junior Explorer Proceeding to DFS - Fiji - Multiple Products - Incl. Construction Sand & Gravel
Our modelling largely supports the results of the 2015 PFS, indicating that Sigatoka delivers robust economics for the planned 10 year operation, with a base case NPV8 of $276 million, 2.5x the...
5/17/2016 Read more...
Fertoz Ltd (ASX: FTZ) - Near Term Organic Phosphate Producer - British Columbia
Fertoz is looking at commencing production from its Wapiti direct application phosphate project in CY2016, ramping up to a targeted 75,000tpa of product by CY2018, and potentially providing up to...
5/4/2016 Read more...

LISTED MANAGED INVESTMENTS

K2 Australian Small Cap Fund (Hedge Fund) (ASX: KSM)
KSM is an exchange traded managed fund (ETMF) - invests in a portfolio of ASX listed small cap stocks....
8/15/2016 Read more...
K2 Global Equities Fund (Hedge Fund) (ASX: KII)
KII is an exchange traded managed fund (ETMF) that seeks to invest in a portfolio of global equities....
8/15/2016 Read more...
Listed Investment Company - August Research Update
This research covers all LICs and is the first publication monthly publication which will now complement our quarterly publication....
8/11/2016 Read more...
India Fund Limited - Indian Listed Large to Mid Cap Equities - Managed by Kotak
The strategy will be based on the ALPS Kotak India Growth Fund which has a 5-year track-record, commencing in February 2011. The ALPS Kotak India Growth Fund however has its basis in two longer...
7/25/2016 Read more...
US Select Private Opportunities Fund III - Walsh & Co - Invest in Boutique Private Equity Funds in US
USP provides investors the opportunity to gain access to a portfolio of US boutique private equity funds with ASX liquidity. While USP is listed, the underlying investments are not liquid with the...
6/26/2016 Read more...

UNLISTED INVESTMENTS

Direct Money Personal Loan Fund - Exposure to Fixed Rate Unsecured Loans
The Fund allows investors to participate in the large and profitable consumer credit market that has previously been the exclusive territory of a few big banks. This is a sector that has...
5/16/2016 Read more...
CBG Australian Equities Fund - Australian Equities - ASX 200
The fund aims to outperform the S&P/ASX 200 Accumulation Index over a rolling five-year period (before fees and expenses) and seeks to generate capital growth with some income for unit holders...
3/31/2016 Read more...
Flinders Emerging Companies Trust - Aust. Equities Small Cap - Fundamentally Based, Long-Only, High Conviction
IIR has a high degree of conviction in the investment’s team to to generate alpha over the medium term and over a full economic cycle. The team is experienced, capable and has a collegiate, flat...
10/18/2015 Read more...
JOHCM Global Opportunities Fund - Long-Only, High Conviction, International Equities - Rigorous Investment Process
IIR has a high degree of conviction in the investment’s team ability to continue to generate alpha over the medium term and superior risk-adjusted returns over a full economic cycle. This is based on...
9/29/2015 Read more...
Australian Property Opportunities Fund I - Annual Yield of 6.8% - Managed by Fort Street Capital
This is an unlisted property fund that provides exposure to small-to-mid-value ($15-$50M) commercial property in east coast Australia. Since raising $160.7M in July 2013, the Fund has acquired six...
8/12/2015 Read more...