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January 7, 2012
Company Profile Reporting

Laconia Resources Limited (LCR) – Gold/ Silver Prospects – Peru

Laconia Resources Limited (LCR) was listed in October 2009. The company provides exposure to precious and base metals through its interests in five deposits. Four assets are located in Western Australia and one in Peru, South America. The two projects of focus at present are the Rasuhuilca Project in Peru and the Lennons Find Project in Western Australia (WA). Both these projects have identified JORC resources....
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January 7, 2012
Equity Research Coverage

Adept Solutions Ltd (AAO) – Initiating Coverage -Pre-paid Financial Cards Business

Adept Solutions Limited (AAO) is an ASX-listed company. The company recently changed the strategic direction of the company from mineral exploration operations to financial services through the acquisition of Emerchants Limited (EML). The company will likely seek to acquire additional companies once the EML business has been successfully integrated....
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January 7, 2012
Unlisted Managed Investment

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

This report focuses on the Core Model Portfolio, which comprises a portfolio of approx. 18 to 22 ASX-listed stocks. The portfolio is actively managed and aims to outperform the S&P/ASX 200 Accumulation Index over a rolling three-year period....
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January 7, 2012
Unlisted Managed Investment

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

The portfolio is actively managed and aims to outperform the average yield of the S&P/ASX 200 Accumulation Index over a rolling three-year period. The team at eQR Securities have developed a proprietary Risk Management Framework (RMF) that is used as an overlay to the fundamental valuation of the investment universe....
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January 7, 2012
Unlisted Managed Investment

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

The portfolio is designed to encompass stocks that are of high quality (primarily top 50) to minimise portfolio risk. The portfolio is suitable for investors seeking a highly concentrated portfolio of ASX-listed stocks with a long-term investment horizon, given the Manager aims to look beyond short-term market dynamics and focus on long-term thematics....
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January 6, 2012
Equity Research Coverage

FeOre Ltd (FEO) – Mongolia – Iron Ore, Near Term Production

FeOre Limited (FEO) is an ASX-listed mineral exploration company with two iron ore assets in Mongolia. The flagship asset, the Ereeny project, has secured approval for development from the Mongolian mining authorities. Mine development has since commenced with the aim of producing in late 2013 and first shipment by 2014. The company’s secondary asset is the Dartsagt deposit, which is currently in the early stages of exploration. FEO owns 80% of both these assets....
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January 6, 2012
Listed Managed Investment

Premium Investors Ltd (PRV) – Recommended Rating – www.premiuminvestors.com.au

PRV was founded by Treasury Group Limited in 2003 with the intention of providing investors with a fund-of-funds investment opportunity. The portfolio is managed by Treasury Group Investment Services Limited (TIS), which allocates funds to a selection of boutique investment managers....
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January 6, 2012
Listed Managed Investment

Westoz Investment Company (WIC) – Investment Grade Rating – www.westozfunds.com.au

WIC is a relatively new listed investment company established in May 2005 and listed in September 2009. The company is based in Western Australia (WA) and focuses on investing in ASX-listed stocks from around that area. The portfolio is managed by Westoz Funds Management, a wholly owned subsidiary of Euroz Limited....
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January 6, 2012
Unlisted Managed Investment

BT Financial Group – Managed Model Portfolio – Defensive

The model portfolio is available to Westpac Banking Corporation (WBC) affiliated advisers, however, while the asset allocation is consistent across all wealth channels the portfolio may differ depending on the constraints of dealer groups Approved Product Lists (APLs)....
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