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EQUITY RESEARCH

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...
Spring FG Limited (ASX: SFL) - Highly Complimentary Acquisition
Spring FG (ASX: SFL) has announced the acquisition of financial service organisation Financial Choice Pty Ltd for a total commitment of $4.8M. While Financial Choice provides a range of financial...
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...
Codan Limited (ASX: CDA) - Outperformed Across All Its Business Units in 1H17
The company delivered revenue growth of 59.9% on the pcp to $103.9m and NPAT growth of 265% to $22.2m. Earnings was up across all three divisions with the Tracking Solutions division delivering its...
3/13/2017 Read more...
Lithium Power International (ASX: LPI) - Advanced High Grade Lithium Asset - Chile
We have a valuation range of A$0.83 - A$1.25 per share for LPI, with a mid-point of A$1.04 per share, with 90% ascribed to Maricunga. The recently completed drilling and tenement consolidation have...
3/1/2017 Read more...
Easton Investments Limited (ASX: EAS) - Financial Services - Positive Momentum Continues in Core Business
Since we initiated coverage on EAS in December 2015, the company’s share price has increased 44.2% on the back of the company creating value through a combination of acquisitions and organic growth. ...
2/1/2017 Read more...

COMPANY PROFILES

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...
Anova Metals Limited (ASX:AWV) - Gold - Nevada/ USA
With final permits being received for their 100% owned Big Springs Gold Project in the Carlin District of Nevada, USA, Anova is set to commence the minimal development required for initial open pit...
2/6/2017 Read more...
Gold Mountain Limited (ASX:GMN) - Gold/ Copper - Papua New Guinea
The Wabag Project (“Wabag” or “the Project”) is located within the Highlands region of PNG, one of the most highly endowed gold provinces globally which hosts major operations including the ~16 Moz Ok...
1/31/2017 Read more...
5 Interesting Microcap/ Nanocap Stocks for 2017
We identify stocks based upon factors that include attractive valuation, competent management team, outcomes of strategic reviews other assorted near term catalysts. Given the above I have picked 5...
1/17/2017 Read more...
Small/ Mid Cap Resources Bluebook - Over 50 ASX/ TSX Company Profiles. Commodity Outlook by our Research Team
This is our inaugural Resources Bluebook which contains company profiles with IIR Independent view on companies. Also contains IIR Commodity Outlook....
12/11/2016 Read more...

LISTED MANAGED INVESTMENTS

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...
WAM Research Limited (WAX) - Ratings Upgrade to Highly Recommended
The Manager focuses its investments on undervalued growth companies predominantly in the mid and small-cap sectors. WAX also provides exposure to value arbitrages and market mispricing...
3/7/2017 Read more...
URB Investments Limited (URB)
The actively managed investment portfolio will comprise ASX-listed equities, unlisted direct properties and a degree of cash. The equities portfolio will comprise at least 50% of the total portfolio...
3/5/2017 Read more...
LIC Monthly Report - February 2017
Our commentary and analysis on the whole LIC Sector including recent news in the space....
3/2/2017 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...