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EQUITY RESEARCH

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...
Calima Energy Limited (ASX:CE1) - Drilling of Three Horizontal Wells - Liquids-Rich Areas of The Montney - British Columbia, Canada
We have a base case 6-month price target of A$0.15/share for Calima, based on a land value of C$2,500/acre, and a fully diluted structure including the current fully diluted share base plus 200...
10/22/2017 Read more...
Oneall International Limited (ASX: 1AL) - Outdoor Furniture - Sold in 42 Countries - Acquisition - Strong Balance Sheet & Growth Prospects
Revenue increased 14.4% on the pcp to $25.9m and the NPAT increased 13.0% to $5.7m. Revenue growth was realised from improved sales volumes....
10/19/2017 Read more...

COMPANY PROFILES

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...
Sipa Resources Ltd (ASX:SRI) - Activities Update - Strong Exploration Results
With exploration continuing both in Western Australia and Uganda, we would expect steady news flow from Sipa -this exploration includes a diamond drilling programme due to commence shortly at Obelisk....
8/6/2017 Read more...

LISTED MANAGED INVESTMENTS

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...
LMI Monthly Update - International LICs Performing Strongly
We look at the performance of listed investment companies and listed investment trust for the 12 months to 30 September 2017 and found that LICs with an international focus were the best performers,...
11/12/2017 Read more...
LMI Research - Rating Suspension for Aberdeen Leaders Limited (ASX:ALR) - Full Review of ALR is Underway
We are suspending our “Recommended” rating for ALR following the announcement of the change in management arrangements. This is not a comment about the internalisation of management, but a necessary...
10/19/2017 Read more...
LMI Research - Monthly Sector Review with Latest LMI News in the Sector
We cover all the listed managed investments based upon our own data collected in the sector. We also look at the most recent news in the sector....
10/4/2017 Read more...
K2 Australian Small Cap Fund (Hedge Fund) (ASX: KSM)
K2 Australian Small Cap Fund, is an Active Exchange Traded Fund (Active ETF). KSM was listed in December 2015 and is one of two Active ETFs managed by K2 Asset Management Ltd. KSM provides exposure...
9/26/2017 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...