Based on fundamental analysis, strict financial modelling and regular company contact, we seek to identify and maximise equity investment opportunities for our clients through our intimate knowledge of the companies we cover and both formal and informal coverage that comprises a broad cross section of primarily WA based industrial & resource companies.
With our WA base, our core focus is to provide timely and accurate investment ideas on companies operating in our target market.
We provide detailed, formal research coverage on over 125 ASX listed companies. We specialise in resources, energy, mining services, industrial, property & technology companies that are predominantly WA centric and typically have a market capitalisation of between $20m and $2b.
We philosophically seek to identify excellent management, business models and/or assets that, through our support, realise intrinsic value via execution of key milestones, thereby benefitting all stakeholders.
Our analysts come from senior positions in industry with firsthand experience in geology, engineering, mining, finance and commerce.
We have a valued reputation for detailed analysis, high quality, timely research and investment ideas. Our views are therefore highly regarded by Australian and International Institutional & sophisticated investors.
Our WA base provides our analysts with on the ground insight into the companies and sectors they cover and also assists significantly in obtaining a greater understanding of the local political and economic environments in which the companies operate.
Research Products:
Company Reports: Detailed analysis on companies in response to market sensitive announcements or as market opportunities present
Sector Pieces: Macro events or changes in outlook prompting review of existing relevant coverage and non-coverage universe
Morning Note: Overnight market updates
Sharks & Minnows: Daily snapshot of notable macro or company specific events or announcements affecting the broader sectors within our core focus areas of the market
Weekly Informer: Compilation of all published company reports throughout the preceding week plus sectorial comparison tables and leading indicators
Resources & Industrials Compendiums: Full research update of the entire formal coverage universe in a book format as well as updated sectorial comparison tables and leading indicators