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Talking Points

Boart Longyear Limited (BLY.ASX)

Volume Growth and Cost Control Delivering Benefits (05-Mar-2019)

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Mining Stocks (TER, MIN, PLS)

Time to Revisit Mining Stocks in light of A$ Tailwind (13-Dec-2018)

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Boart Longyear Limited (BLY.ASX)

Operational Improvements Signs of Progress (04-Dec-2018)

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Mineral Resources Limited (MIN.ASX)

Major lithium milestones in upcoming half (23-Aug-2018)

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Mineral Resources Limited (MIN)

Looking ahead to FY19 (03-Aug-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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Research Reports

Yojee Ltd (YOJ.ASX)

On the Lookout for Larger Contracts (14-Mar-2019)

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LatAm Autos Ltd (LAA.ASX)

Strong Growth Despite Q4 Dip (12-Mar-2019)

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TerraCom Ltd (TER.ASX)

Solid interim result and a better outlook (08-Mar-2019)

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Liquefied Natural Gas Ltd (LNG.ASX)

Trade Deal Would Increase Magnolia Offtake Chances (04-Mar-2019)

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LatAm Autos Ltd (LAA.ASX)

Seasonal pullback in final quarter dampens FY18 momentum. (15-Feb-2019)

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Jupiter Mines Ltd (JMS.ASX)

Still at marked discount to peers. (11-Feb-2019)

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TerraCom Ltd (TER.ASX)

Blair Athol target raised again, while BNU lags (05-Feb-2019)

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Lynas Corporation Ltd (LYC.ASX)

Controlling What They Can (30-Jan-2019)

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Kidman Resources Ltd (KDR.ASX)

Integrated PFS - costs rise again (21-Jan-2019)

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Mineral Resources Ltd (MIN.ASX)

Albemarle Worth The Wait, Wodgina Worth Its Weight (18-Dec-2018)

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Piedmont Lithium Ltd (PLL.ASX)

Equity raising ensures project momentum maintained (12-Dec-2018)

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TerraCom Ltd (TER.ASX)

Resource upgrade potentially lifts Blair Athol life to 10 years (07-Dec-2018)

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Lynas Corporation Ltd (LYC.ASX)

WLP Residue Removal Precondition Pain Point (06-Dec-2018)

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Nearmap Ltd (NEA.ASX)

Readying for Canada (29-Nov-2018)

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TerraCom Ltd (TER.ASX)

Production and price upgrades, BNU South looms on horizon (23-Nov-2018)

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Adacel Technologies Ltd (ADA.ASX)

Flight reaction (20-Nov-2018)

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LatAm Autos Ltd (LAA.ASX)

Continued Revenue Momentum (19-Nov-2018)

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Kidman Resources Ltd (KDR.ASX)

Increase in capex and costs claws back value (14-Nov-2018)

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Lynas Corporation Ltd (LYC.ASX)

Excellent Performance as Market Awaits Review (06-Nov-2018)

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Yojee Ltd (YOJ.ASX)

Good Start to the Year (01-Nov-2018)

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Liquefied Natural Gas Ltd (LNG.ASX)

Remaining Focussed on Offtake (30-Oct-2018)

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Pilbara Minerals Ltd (PLS.ASX)

Plant ramp up continues as eyes turn to Stage 2 FID (29-Oct-2018)

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Piedmont Lithium Ltd (PLL.ASX)

By-product credits entrenches low cost position (19-Oct-2018)

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Yojee Ltd (YOJ.ASX)

Onboarding Clients with Version 2.0 (15-Oct-2018)

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Jupiter Mines Ltd (JMS.ASX)

Tshipi delivering but JMS at massive discount to peers (08-Oct-2018)

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LatAm Autos Ltd (LAA.ASX)

Ramping Up Dealer Numbers (19-Sep-2018)

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Nearmap Ltd (NEA.ASX)

Cash to maintain momentum and seize opportunities (19-Sep-2018)

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Adacel Technologies Ltd (ADA.ASX)

Some turbulence but attractively priced (14-Sep-2018)

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Lynas Corporation Ltd (LYC.ASX)

Still Plenty of Positives Ahead (13-Sep-2018)

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TerraCom Ltd (TER.ASX)

2H turnaround in FY18; refi and wash plant next catalysts (07-Sep-2018)

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Dreamscape Networks Limited (DN8.ASX)

Second Half Recovery to Provide FY19e Momentum (03-Sep-2018)

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LatAm Autos Ltd (LAA.ASX)

Just Getting Started (30-Aug-2018)

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Nearmap Ltd (NEA.ASX)

Upsizing the market opportunity (30-Aug-2018)

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Codan Ltd (CDA)

Metal Detectors Stand Out (28-Aug-2018)

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Piedmont Lithium Ltd (PLL.ASX)

Scoping study highlights low cost project (23-Aug-2018)

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Lynas Corporation Ltd (LYC.ASX)

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

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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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LatAm Autos Ltd (LAA.ASX)

Expanding product range to include warranty product (06-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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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)

 Download (132 KB)  


TerraCom Ltd (TER.ASX)

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

 Download (144 KB)  


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