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Talking Points

Updater Inc. (UPD.ASX) – BUY, PT Range $1.70-3.14

Outstanding moving pilot results at critical user touchpoint (29-Jun-2017)

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Mineral Resources Limited (MIN.ASX)

Meaningful lithium exposure offsets weaker iron ore sentiment (20-Jun-2017)

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BC Iron Limited (BCI.ASX)

March quarter takes a hit on Fe price discounts. Still cheap on long-term cash royalty earnings. (09-May-2017)

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Fairfax Limited (FXJ.ASX)

Likely Restructuring, Divestments Can Extract Significant Value, Growth Potential in New Verticals (08-May-2017)

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Bigtincan Holdings Limited (BTH.ASX)

Enterprise SaaS making good progress (02-May-2017)

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SpeedCast (SDA.ASX)

Harris CapRock, The Only Acquisition That SDA Needs To Get Right, Early Days (02-May-2017)

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Black Rock Mining Limited (BKT.ASX)

Turning to mine development (26-Apr-2017)

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Mineral Resources Limited (MIN.ASX)

Look through valuation of MIN’s Mt Marion stake at $400M (12-Apr-2017)

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Gold Stocks - Buy

Gold stocks to buy on the back of stalling US policy and growth (10-Apr-2017)

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Bigtincan Holdings Limited (BTH.ASX)

Enterprise SaaS company makes ASX debut (24-Mar-2017)

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Mineral Resources Limited (MIN.ASX)

Market ignoring growth upside (17-Mar-2017)

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Atlas Iron Limited (AGO.ASX) – Buy

Executing on turnaround; strong cash generation; looking ahead to Corunna Downs (02-Mar-2017)

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Fairfax Limited (FXJ.ASX) - Buy

Likely Restructuring and Divestments Can Extract Significant Value (22-Feb-2017)

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Altium Limited (ALU.ASX)

Medium Term Strategy in Place to Realize Significant Value (21-Feb-2017)

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Imdex Limited (IMD) - Buy

Early Stages of Cyclical Upswing, Upgrades Likely (21-Feb-2017)

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Mineral Resources Limited (MIN.ASX) - Buy

Upgrade comes, and still scope for more upside (17-Feb-2017)

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BC Iron Limited (BCI.ASX) – BUY, PT $0.34

March quarter set for record EBITDA as spot Fe breaks US$86/t (14-Feb-2017)

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Mineral Resources Limited (MIN.ASX) - Buy

Scope for a further upgrade (10-Feb-2017)

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Mineral Resources Limited (MIN.ASX) - Buy

Scope for a further upgrade (13-Feb-2017)

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Altium (ALU, Mkt Cap $1,159m)

Dassault Systemes, Remains A Long-Term Game Changer. BUY. PT +$12.00. (26-Aug-2016)

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Fairfax (FXJ A$1.02, Mkt Cap $2,375m)

Upside From Untapped Verticals, Not Solely Domain. BUY. PT $1.44. (19-Aug-2016)

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Fairfax (FXJ A$1.02, Mkt Cap $2,375m)

Upside From Untapped Verticals, Not Solely Domain. BUY. PT $1.44. (19-Aug-2016)

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Altium (ALU, $7.33, mkt cap $954M)

Dassault Acquires CST Systems, Following 18 Month Partnership. BUY. PT $12.00. (05-Aug-2016)

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Fairfax (FXJ A$1.02, Mkt Cap $2,482m)

Trading at Lower-End of our valuation, limited downside. BUY. PT. $1.35 (25-Jul-2016)

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Research Reports

SDI Ltd (SDI.ASX)

Working Towards a White Amalgam (20-Jul-2017)

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9 Spokes International Ltd (9SP)

Royal Bank of Canada (RBC) Provides Launchpad into North America (10-Jul-2017)

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TerraCom Ltd (TER.ASX)

Blair Athol acquisition completed – now poised to deliver (09-Jun-2017)

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Bigtincan Holdings Limited (BTH.ASX)

Enterprise SaaS with strong US foundation (30-May-2017)

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Freelancer Ltd (FLN.ASX)

Turnaround ahead while costs begin to moderate (25-May-2017)

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Black Rock Mining Ltd (BKT.ASX)

Tier 1 graphite asset progressing towards development (12-May-2017)

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Pilbara Minerals Ltd (PLS.ASX)

Ganfeng comes to Pilgangoora (09-May-2017)

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Adacel Ltd (ADA.ASX)

Timing a drag but NASA opportunity is material (08-May-2017)

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LiveHire Ltd (LVH.ASX)

Equity raise to accelerate market penetration (20-Apr-2017)

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Adacel Ltd (ADA.ASX)

Interim soft but 2nd half to be stronger on back of award wins (31-Mar-2017)

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nearmap Ltd (NEA.ASX)

Business update reinforces US momentum (31-Mar-2017)

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Altium Ltd (ALU.ASX)

Leveraging the Dassault Systemes Relationship (27-Mar-2017)

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Updater Inc. (UPD.ASX)

First pilot result exceeds expectations (22-Mar-2017)

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nearmap Ltd (NEA.ASX)

US gradually reaping benefits (20-Mar-2017)

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Pilbara Minerals Ltd (PLS.ASX)

Moving slowly but prize still lucrative (15-Mar-2017)

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TopBetta Holdings Ltd (TBH.ASX)

NT Racing Commission Fails To Approve Application, Delays Global Tote Launch (13-Mar-2017)

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Kogan.com Ltd (KGN.ASX)

More Upgrades Likely, Private Label & Mobile to Drive Profitability (08-Mar-2017)

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TerraCom Ltd (TER.ASX)

Mongolia up and running; Blair Athol almost there (07-Mar-2017)

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SDI Ltd (SDI.ASX)

Working Towards A White Amalgam (03-Mar-2017)

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Updater Inc. (UPD.ASX)

New year, new objectives (20-Feb-2017)

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9 Spokes International Ltd (9SP.ASX)

All Contracts ‘Live”, Momentum Building (17-Feb-2017)

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LiveHire Ltd (LVH.ASX)

Business continues to de-risk (16-Feb-2017)

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Freelancer Ltd (FLN.ASX)

Rebasing growth expectations (09-Feb-2017)

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Adacel Ltd (ADA.ASX)

David snaring Goliath (03-Feb-2017)

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SDI Ltd (SDI.ASX)

Punching Above Its Weight in the Global Dentistry Market (30-Jan-2017)

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9 Spokes International Ltd (9SP.ASX)

Largest Existing Contract Barclays Goes “Live” (21-Dec-2016)

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Nuheara Ltd (NUH.ASX)

Smart earbuds – not just novelty but solving problems now (19-Dec-2016)

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Updater Inc. (UPD.ASX)

Third pilot sets up 2017 as pivotal year (19-Dec-2016)

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BrainChip Holdings Ltd (BRN.ASX)

Cisco Announcement & Update on Recent Events (08-Dec-2016)

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TerraCom Ltd (TER.ASX)

Mining again at Mongolia; Blair Athol Resource upgrade (28-Nov-2016)

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Freelancer Ltd (FLN.ASX)

Share price fall overdone as fundamentals unchanged (25-Nov-2016)

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Kogan.com Ltd (KGN.ASX)

Kogan.com improves FY17 EBITDA guidance and records strong growth in customers. (24-Nov-2016)

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Pilbara Minerals Ltd (PLS.ASX)

DSO – Earlier to mine and earlier to sales (18-Nov-2016)

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LiveHire Ltd (LVH.ASX)

Talent communities continuing to build momentum (11-Nov-2016)

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9 Spokes International Ltd (9SP.ASX)

Entering A Quarter of Major Milestones (04-Nov-2016)

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TopBetta Holdings Ltd (TBH.ASX)

2.1k active paying customers added in October surpassing expectations. (03-Nov-2016)

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1st Available Ltd (1ST.ASX)

September Quarterly Update – In-Line with Expectations (02-Nov-2016)

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TerraCom Ltd (TER.ASX)

Rebirth – right commodity at the right time (02-Nov-2016)

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TechKnow Invest Roadshow Roundup

Revamping of traditional models leads to success both home and abroad (27-Oct-2016)

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Kogan.com Ltd (KGN.ASX)

Kogan.com outperformed prospectus forecast in 1Q17. (25-Oct-2016)

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Kogan.com Ltd (KGN.ASX)

Kogan.com outperformed prospectus forecast in 1Q17. (25-Oct-2016)

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nearmap Ltd (NEA.ASX)

Trading update shows that all is on track (20-Oct-2016)

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TopBetta Holdings Ltd (TBH.ASX)

A disappointing 1Q17 with drop in active users and revenue. (12-Oct-2016)

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9 Spokes International Ltd (9SP.ASX)

Update on Customer Contracts & Future Initiatives (28-Sep-2016)

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