Our Research

Please use selectors to filter reports

January 2, 2013
Unlisted Managed Investment

Quantum Portfolio of Warrants – www.quantumwarrants.com.au Recommended Rating –

Quantum Portfolio of Warrants is issued by Quantum Investment Solutions Pty Ltd (Quantum), a division of the Quantum Group. The Portfolio of Warrants provides leveraged/unleveraged exposure to a portfolio of Australian equities, managed funds or unlisted securities...
Register to Dowload
January 2, 2013
Unlisted Managed Investment

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) – Income Model Portfolio

The Income Model Portfolio aims to provide financial planners with access to an actively managed, long-term domestic equity portfolio to assist with the developments of client portfolios. The portfolio is designed to encompass stocks that are of high quality and have good dividend payout policys....
Register to Dowload
January 2, 2013
Equity Research Coverage

Thundelarra Exploration Limited (ASX: THX) – Initiating Coverage – Base Metals/ Uranium – www.thundelarra.com

The company has developed a multi-commodity portfolio, which includes interests in base and precious metals and uranium. Our valuation of THX ranges from $0.076 to $0.155 per share. We view the new strategy of the company to focus on a select few projects and rationalisation of the portfolio as a positive step for the company....
Register to Dowload
January 2, 2013
Equity Research Coverage

Toro Energy Limited (ASX: TOE) – Update Note – Uranium Project Developer/ Explorer – www.toroenergy.com.au

Wiluna Uranium Project Approval Delay: After receiving the long awaited environmental approval from the WA government at the Wiluna Uranium Project, the company has experienced a setback with the Federal Government delaying its final decision on the approval of the Project to 31 March 2013....
Register to Dowload
January 2, 2013
Equity Research Coverage

Potash West NL (ASX: PWN) – Update Note – Potash/ Phosphate – Western Australia – www.potashwest.com.au

On 11 January 2013, the company announced the completion of the Scoping Study that confirms the technical and financial viability of the Dandaragan Trough Project. The study recommends a feed rate of 2.4Mtpa which relates to a mine life of 25 years. The company is now progressing towards a Definitive Feasibility Study (DFS)....
Register to Dowload
January 1, 2013
Equity Research Coverage

Latin Resources Limited (LRS) – Initiation of Coverage – Heavy Minerals – Peru

Latin Resources Limited (LRS) is an ASX-listed mineral exploration company with a focus on developing operations in Peru, South America. The company is currently progressing three of the seven projects it has an interest in. The most advanced of the projects is the Guadalupito Iron & Mineral Sands Project located on the northern coast of Peru....
Register to Dowload
January 1, 2013
Unlisted Managed Investment

FSP Australian Equities Leaders Fund – Recommended Rating – www.fspfundsmanagement.com.au

FSP Australian Equities Leaders Fund (FSP) is an unlisted unit trust managed by FSP Equities Management Limited. The fund invests in a portfolio of Australian equities with a minimum of 75% of the portfolio invested in stocks from the S&P/ASX 200 index and a maximum of 25% invested in stocks outside the S&P/ASX 200 index...
Register to Dowload
January 1, 2013
Equity Research Coverage

Aguia Resources Limited (ASX: AGR) – Initiating Coverage – Phosphate – Brazil – www.aguiaresources.com.au

Aguia Resources Limited (AGR) is a junior exploration company leveraged to the fertiliser market. The company has interests in three phosphate rock and one potash project all located in Brazil. The company is seeking to become a producer in the near-term to take advantage of the significant fertiliser needs of Brazil, which are currently largely imported....
Register to Dowload
October 6, 2012
Listed Managed Investment

Contango MicroCap Ltd (CTN) – www.contangomicrocap.com.au Highly Recommended –

CTN provides the market with a listed investment company focusing on small/micro cap stocks. The fund is managed by Contango Asset Management Ltd (CAML), who currently have around $700M of funds under management across their suite of investment funds...
Register to Dowload