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Talking Points

Talking Point mostly discusses stocks for which Foster Stockbroking does not provide formal research coverage. It combines both the dealing desk’s market view and basic research analysis. The aim is to offer clients additional investment ideas that lie outside the firm’s universe of formally covered stocks. However in some instances Talking Point will also discuss the latter, mostly to reiterate recent research.

To obtain a full copy of these or any other Foster Stockbroking Talking Points, please contact the
Equities Dealing Team on + 61 2 9993 8100.

Financial Product Advice Warning

The information as provided herein is general securities advice only and in preparing all of these reports the company has not taken into account the specific investment objectives, financial situation or particular needs of any specific recipient. The reports provided on this website page is only current at the date of publication, any recommendation provided on a particular stock to buy, hold, or sell should be taken into account with this in mind. For further information regarding any publication on a particular company listed, you should first consult with one of our suitably trained advisors.

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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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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