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July 26, 2021
Equity Research Coverage

EcoGraf Limited (ASX:EGR)

Driven by the expected growth in the uptake of electric vehicles, a number of forecasters see Li-ion battery capacity demand rising ~6 fold from current levels to 2,000 GWh by 2030, and by ~15 fold to over 5,000 GWh by 2040. Naturally this will see...
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July 26, 2021
Company Profile Reporting

Essential Metals Limited (ASX:ESS)

Essential Metals (“Essential” or “the Company”) is in an ideal position to hitch a ride on the expected re-rating of lithium over coming years. With their Dome North Lithium Project (11.2 Mt @ 1.21% Li2O and 40 ppm Ta2O5) located near Norseman, bet...
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July 26, 2021
Company Profile Reporting

Blue Star Helium Limited (ASX:BNL)

Blue Star Helium Limited continues to build a strong tenement position around the historical Model Dome Helium field in Colorado, USA. Model Dome produced gas containing 8% helium, and was one of the world’s highest grade helium producers. Helium i...
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July 26, 2021
Equity Research Coverage

FYI Resources Limited (ASX:FYI) Initiation – December 2020

The move towards the increased use of “green” technology has resulted in forecast and actual strong growth in the demand for materials used in the new technologies. One such material is high purity alumina (“HPA”), which is finding increased use as...
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July 26, 2021
Company Profile Reporting

Helix Resources Limited (ASX:HLX)

The first hole in Helix Resources Limited’s (“Helix” or “the Company”) recently commenced resource expansion drill programme has intersected 24 m of copper sulphide mineralisation at the 70% owned CSA-style Canbelego Copper Project, located near Co...
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July 26, 2021
Company Profile Reporting

Auric Mining Limited (ASX:AWJ)

With the 173.7koz Munda gold deposit close to infrastructure and within 90km of Kalgoorlie, the recently listed Auric Mining Limited ("Auric" or "the Company") has a head start over several other Western Australian gold juniors. Munda, within the ove...
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March 2, 2021
Unlisted Managed Investment

iPartners Investment Fund – Diversified Portfolio of Private Credit, Asset Backed Debt, Property Debt and Private Credit Funds

The Fund is one of the more attractive propositions this analyst has seen in the asset class. we believe it is very well positioned to capitalise on the private debt premia, which compromises three components: 1) an illiquidity premium, 2) a complexity premium, and, 3) and a supply / demand premium....
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March 2, 2021
Equity Research Coverage

iCollege Limited (ASX: ICT) – Strong Domestiic Demand in Healthcare Training for COVID offsets Income not Generated from Overseas Students

ICT is an Vocational Education Training (VET) provider delivering accredited and non-accredited education and training solutions. In response to the economic impact stemming from the COVID-19 pandemic, the Federal, State and Territory Governments announced a number of stimulus packages for the VET sector - The company has directly benefited from these grants off setting any income that was expected from Overseas Students....
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March 2, 2021
Unlisted Managed Investment

PMAC Trust – Provides Exposure to a Diversified Portfolio of Loans to Commercial Borrowers

The Trust is an attractive income play and also a thematic play on the continuing evolution of the Australian non-ADI lending market. Non-ADI (private debt) lenders continue to take an increasing share of the overall market due to the unwillingness / inabilities of banks to extend certain loans...
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