Key contacts

Will Corkill

Will Corkill
Director

Simon Wilson

Simon Wilson
Director

Regional office - Australia
Level 25
Aurora Place
88 Phillip Street
Sydney
NSW 2000
Australia
Tel: +61 (0)2 9258 1161

Regional office - New Zealand
Level 15
171 Featherston Street
Wellington 6011
New Zealand
Tel: +64 (0)4 8948555

swilson@edisongroup.com
wcorkill@edisongroup.com

listed companies

Range Resources Nkwe Platinum
MEC Resources Coal of Africa
Syndicated Metals Gold One
Bionomics Allied Gold Mining
Phylogica ADX Energy
Alkane Resources Bellzone Mining
Sumatra Copper & Gold Continental Coal
Gunson Resources RedFlow
Lochard Energy Circadian Technologies
Universal Coal Biotron
See more

Companies with HQs in asia-pacific

Seeing Machines Forterra Trust
Greka Drilling Bezant Resources
Green Dragon Gas Baobab Resources
Endace Wynnstay Group
PXP Vietnam Fund Chatham Rock Phosphate
Tenon MMG
SeaDragon Contact Energy
Cue Energy New Zealand Oil & Gas
Rubicon Sky Network Television
Sealegs Corporation Kreuz Holdings
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Latest research

Migme

MAU increase to over 39 million

Flash note | Technology | 27/04/2016

migme (MIG) is a global social media company employing a freemium model to drive user engagement. It is focused on the emerging markets of Indonesia, the Philippines and India. At 31 March 2016 monthly active users (MAUs) totalled over 39 million (March 2015: over 14 million), an increase of 7m for the quarter. In the March 2016 quarter, cash receipts grew 32% to A$7.1m. This rate of increase in monetisation gives us confidence in our FY16 revenue forecast of A$46m. To achieve this forecast, quarterly…

Liquefied Natural Gas Limited

Awaiting binding tolling agreements

ADR Update | Oil & Gas | 26/04/2016

Liquefied Natural Gas Ltd (LNGL) has continued to progress the Magnolia project, with EPC contracts signed in recent months that put the project on a much firmer footing and effectively fix costs for the development (now out to 31 December 2016). Although the contracts call for a higher capital cost than previously guided, Magnolia should still be at the lower end of LNG development costs and have lower operating costs, encouraging investment by tolling partners. We expect tolling agreements to be…

Liquefied Natural Gas Limited

Awaiting binding tolling agreements

Update | Oil & Gas | 26/04/2016

Liquefied Natural Gas Ltd (LNGL) has continued to progress the Magnolia project, with EPC contracts signed in recent months that put the project on a much firmer footing and effectively fix costs for the development (now out to 31 December 2016). Although the contracts call for a higher capital cost than previously guided, Magnolia should still be at the lower end of LNG development costs and have lower operating costs, encouraging investment by tolling partners. We expect tolling agreements to be…

MMG

Visit to the Kinsevere copper operation

Update | Mining | 26/04/2016

In this note we focus on the Kinsevere copper mine, in the Democratic Republic of the Congo (DRC), wholly owned by MMG. Driven by power and production-related initiatives, copper cathode production has vastly exceeded the 60ktpa nameplate with c 70kt and 80kt achieved in 2014 and 2015 respectively. Last reported C1 cost was US$1.48/lb. We also update our group forecasts following recent results.

Cradle Resources

Lucrative Panda found in Tanzania

QuickView | Mining | 20/04/2016

Cradle has today announced the results of the DFS on the Panda Hill Niobium Project. Cradle’s 50% share of NPV10 equates to US$1.50/share, ie Cradle’s shares are currently trading at just 13.5% of the value of its share in the project. Assuming that its share of initial capex (US$102.2m including working capital) is 50:50 debt:equity funded, it will therefore need to raise just US$51.1m (A$65.7m) in equity finance to advance it. As such, Panda Hill is poised to become the world’s…

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Edison‘s Sydney and Wellington offices opened in 2011 to provide research services to companies listed on Asia-Pacific stock exchanges. Companies of all sizes benefit from our research service, which provides the highest standards of research and unrivalled distribution of our reports on a global and unrestricted basis.

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