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Talking Points

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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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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Research Reports

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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Altium Ltd (ALU.ASX)

Technology and Business Strategy Update (13-Nov-2017)

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Kogan.com Ltd (KGN.ASX)

Reiterate Our Buy Recommendation: Business Fundamentals Unchanged (13-Nov-2017)

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Freelancer Ltd (FLN.ASX)

Escrow continues recovery but Marketplace still moribund (27-Oct-2017)

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Updater Inc. (UPD.ASX)

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

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Kogan.com Ltd (KGN.ASX)

Platform to Growth, New Verticals Likely to Capitalize on Active Customer Base (24-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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BrainChip Holdings Ltd (BRN.ASX)

The Age of Artificial Intelligence (05-Sep-2017)

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Adacel Ltd (ADA.ASX)

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

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Altium Ltd (ALU.ASX)

Medium Term Strategy in Place to Realize Significant Value (01-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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Kogan.com Ltd (KGN.ASX)

Private Label, Telecoms, and Insurance to Drive Future Profitability (23-Aug-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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Freelancer Ltd (FLN.ASX)

Buddy can you spare some growth? (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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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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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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Kogan.com Ltd (KGN.ASX)

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