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Talking Points

Mineral Resources Limited (MIN)

Looking ahead to FY19 (03-Aug-2018)

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Global Geoscience Limited (GSC.ASX)

Funded to Construction, Waiting for PFS (19-Jun-2018)

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Mineral Resources Limited (MIN.ASX)

DSO Pullback for Wodgina Sale (18-Jun-2018)

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Mineral Resources Limited (MIN.ASX)

Executing on Ambitious Sweep (30-May-2018)

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Mineral Resources (MIN.ASX) Atlas Iron (AGO.ASX)

One plus one equals greater than two… (10-Apr-2018)

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Atlas Iron Limited (AGO.ASX)

DSO and royalties forgotten amid deep discounts (02-Mar-2018)

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Mineral Resources Limited (MIN)

On target with solid first half (13-Feb-2018)

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Mineral Resources Limited (MIN.ASX)

Adding Wodgina carbonate to the mix as contest for AWE intensifies (01-Feb-2018)

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Global Geoscience Limited (GSC)

US dual product lithium boron developer (25-Jan-2018)

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Lithium Stocks (KDR.ASX, MIN.ASX, PLL.ASX, PLS.ASX)

Spooked Market from SQM-CORFO Deal Presents Lithium Buying Opportunities (22-Jan-2018)

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Atlas Iron Limited (AGO.ASX) – BUY, PT $0.04

Monetising infrastructure with PLS DSO agreement (21-Dec-2017)

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Fairfax Limited (FXJ.ASX)

Our View on Fairfax, Post Demerger: Can Fairfax Survive on its Own, with No Cash Cow? (14-Nov-2017)

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American Pacific Borate & Lithium Limited (ABR.ASX)

Strategically located US borate with lithium upside (08-Nov-2017)

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Piedmont Lithium Ltd (PLL.ASX)

Strategically located US lithium asset (29-Sep-2017)

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Fairfax Limited (FXJ.ASX)

Growth Potential in New Verticals, Carefully Managing Decline of Legacy Assets (20-Sep-2017)

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Atlas Iron Limited (AGO.ASX)

Significant debt reduction, now looking to grow (31-Aug-2017)

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Mineral Resources Limited (MIN.ASX)

Further growth opportunities ahead (23-Aug-2017)

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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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Imdex Limited (IMD) - Buy

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

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Research Reports

Lynas Corporation Ltd (LYC.ASX)

Reserve Upgrade Foundation For Increased Production (08-Aug-2018)

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LatAm Autos Ltd (LAA.ASX)

Expanding product range to include warranty product (06-Aug-2018)

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Updater Inc. (UPD)

Moving Season in Full Swing (01-Aug-2018)

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LiveHire Ltd (LVH.ASX)

TCC growth slows again (27-Jul-2018)

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LatAm Autos Ltd (LAA.ASX)

Cross sell products to fuel supercharged growth (25-Jul-2018)

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Nearmap Ltd (NEA.ASX)

Growth highlighting successful execution in US and Australia (12-Jul-2018)

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Pilbara Minerals Ltd (PLS.ASX)

First concentrate while Resource lift further justifies Stage 2 (12-Jul-2018)

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Dreamscape Networks Limited (DN8.ASX)

Consolidating Australian acquisition (21-Jun-2018)

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Jupiter Mines Ltd (JMS.ASX)

Proposed distribution highlights confidence (21-Jun-2018)

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Piedmont Lithium Ltd (PLL.ASX)

Maiden resource just the beginning (19-Jun-2018)

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9 Spokes International Ltd (9SP.ASX)

Growing pains (12-Jun-2018)

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TerraCom Ltd (TER.ASX)

BNU South discovery – Game changer in Mongolia? (06-Jun-2018)

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Jupiter Mines Ltd (JMS.ASX)

Shedding light on EBITDA and share of JV profits. (05-Jun-2018)

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Liquefied Natural Gas Ltd (LNG.ASX)

IDG Energy taking an interest (05-Jun-2018)

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Jupiter Mines Ltd (JMS.ASX)

Tshipi manganese mine – long life, ample cash flow (01-Jun-2018)

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Liquefied Natural Gas Ltd (LNG.ASX.ASX)

Looking for an Off take Green Light (31-May-2018)

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Codan Ltd (CDA.ASX)

Tracking Solutions Delivering On Expectations (18-May-2018)

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Kidman Resources Ltd (KDR.ASX)

Blue chip offtake (18-May-2018)

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Lynas Corporation Ltd (LYC.ASX)

Strong finish to FY18e from Lynas NEXT (15-May-2018)

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TerraCom Ltd (TER.ASX)

3Q result mixed but 4Q to lift (08-May-2018)

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LiveHire Ltd (LVH.ASX)

A resetting of expectations (27-Apr-2018)

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nearmap Ltd (NEA.ASX)

Large US enterprises continue driving sales and opportunity (13-Apr-2018)

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Adacel Technologies Ltd (ADA.ASX)

NASA Simlabs not to be (29-Mar-2018)

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Kidman Resources Ltd (KDR.ASX)

Bigger, better, richer. (23-Mar-2018)

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Updater Inc. (UPD.ASX)

Fourth Vertical is DIY Moving (22-Mar-2018)

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TerraCom Ltd (TER.ASX)

Blair Athol delivers and a better half to come (16-Mar-2018)

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Lynas Corporation Ltd (LYC.ASX)

Reliability delivering cost control and margin expansion (14-Mar-2018)

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Pilbara Minerals Ltd (PLS.ASX)

POSCO downstream opportunity offers an NPV boost (07-Mar-2018)

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Updater Inc. (UPD)

Going to market with Business Products (06-Mar-2018)

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Adacel Technologies Ltd (ADA.ASX)

Fertile half sets up FY18e to be a strong year (05-Mar-2018)

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Dreamscape Networks Limited (DN8.ASX)

Looking to control costs and rebasing expectations (28-Feb-2018)

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nearmap Ltd (NEA.ASX)

Heavy lifting is over (28-Feb-2018)

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Codan Ltd (CDA.ASX)

Solid first half momentum, positioned for even better second. (26-Feb-2018)

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Dreamscape Networks Limited (DN8.ASX)

Update flags declining domestic market and costs uptick (15-Feb-2018)

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Pilbara Minerals Ltd (PLS.ASX)

PFS for 5Mtpa Stage 2 overall in-line with our NPV (14-Feb-2018)

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TerraCom Ltd (TER.ASX)

A better quarter with positive operating cash flow (05-Feb-2018)

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Bigtincan Holdings Limited (BTH.ASX)

New Partners and Deals Driving Strong Growth (02-Feb-2018)

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Pilbara Minerals Ltd (PLS.ASX)

DSO cash uplift to more than offset higher capex (29-Jan-2018)

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Lynas Corporation Ltd (LYC.ASX)

Consolidating quarter with continued cash generation (24-Jan-2018)

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LiveHire Ltd (LVH.ASX)

Strong TCC and receipts growth for 2QFY18, mostly in-line. (23-Jan-2018)

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Lynas Corporation Ltd (LYC.ASX)

Q2FY18e preview, expecting continued cash flow (18-Jan-2018)

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Codan Ltd (CDA.ASX)

Strong first half, profit upgrade (11-Jan-2018)

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nearmap Ltd (NEA.ASX)

Preliminary interim ACV in-line as momentum maintained (11-Jan-2018)

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Piedmont Lithium Ltd (PLL.ASX)

New drill campaign to define maiden JORC Resource (11-Jan-2018)

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LiveHire Ltd (LVH.ASX)

New RPOs and funding lay foundations for expansion (21-Dec-2017)

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9 Spokes International Ltd (9SP.ASX)

Rebasing Expectations (13-Dec-2017)

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Lynas Corporation Ltd (LYC.ASX)

Introducing Lynas NEXT (08-Dec-2017)

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Updater Inc. (UPD.ASX)

Outstanding Pay TV / Internet pilot results (08-Dec-2017)

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Dreamscape Networks Limited (DN8.ASX)

Established web business embarking on Asian expansion (04-Dec-2017)

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Kidman Resources Ltd (KDR.ASX)

Developing a world class asset (04-Dec-2017)

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Updater Inc. (UPD.ASX)

Business Products launch (22-Nov-2017)

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Adacel Technologies Ltd (ADA.ASX)

Time passes by (21-Nov-2017)

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Codan Ltd (CDA.ASX)

Metal Detection: As Good As Gold, in Them Thar Hills (21-Nov-2017)

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Updater Inc. (UPD.ASX)

Getting ready for Business Products launch (25-Oct-2017)

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LiveHire Ltd (LVH.ASX)

Singapore crucial stepping stone for offshore ambitions (24-Oct-2017)

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Pilbara Minerals Ltd (PLS.ASX)

Stage 2 now firmly on the horizon (23-Oct-2017)

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TerraCom Ltd (TER.ASX)

On the threshold (12-Oct-2017)

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Black Rock Mining Limited (BKT.ASX)

Optimised PFS reaffirms Mahenge quality (13-Sep-2017)

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Lynas Corporation Ltd (LYC.ASX)

Strong NdPr prices to enable robust cash flow (08-Sep-2017)

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Adacel Ltd (ADA.ASX)

FY18e shapes up as a bumper year (04-Sep-2017)

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Bigtincan Holdings Limited (BTH.ASX)

Strong growth building a foundation (01-Sep-2017)

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Nearmap Ltd (NEA.ASX)

FY18e a transitional year as obliques and 3D roll out (01-Sep-2017)

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LiveHire Ltd (LVH.ASX)

Randstad’s recruiting division adds new channel for LVH (18-Aug-2017)

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9 Spokes International Ltd (9SP)

Update Post Capital Raising, LOI NZ Bank and Proof of Concept OCBC in Singapore (15-Aug-2017)

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Updater Inc. (UPD.ASX)

Market penetration reaches 15% milestone (15-Aug-2017)

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BigTinCan Holdings Ltd (BTH.ASX)

Large US contract win a good start to FY18 (10-Aug-2017)

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Lynas Corporation Ltd (LYC.ASX)

Operationally robust and leveraged to RE price recovery (08-Aug-2017)

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Pilbara Minerals Ltd (PLS.ASX)

Site visit confirms progress and efforts into derisking (02-Aug-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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Bigtincan Holdings Limited (BTH.ASX)

Enterprise SaaS with strong US foundation (30-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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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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Updater Inc. (UPD.ASX)

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

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Lynas Corporation Ltd (LYC.ASX)

Reserve Upgrade Foundation For Increased Production (08-Aug-2018)

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TerraCom Ltd (TER.ASX)

4Q beats our forecasts, while refinance opportunity emerges (08-Aug-2018)

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