Key contacts

Dean Richardson
Director, Australasia

Regional office - Australia
Level 12, office 1205
95 Pitt Street
Sydney
NSW 2000
Australia
Tel: +61 (0)2 8249 8342

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

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
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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

Liquefied Natural Gas Ltd

Stonepeak increases its involvement

Update | Oil & Gas | 10/07/2017

Stonepeak has committed to fund the full equity component of financing the Magnolia project, totalling US$1.5bn. The terms of the agreement have changed, and Stonepeak will be taking a preferred interest in the project, leaving LNGL with a 100% equity ownership. This is a vote of confidence for the project. The key remaining event for Magnolia will be the completion of binding tolling agreements covering enough volumes to enable project sanction. All necessary regulatory milestones have been reached,…

Liquefied Natural Gas Ltd

Stonepeak increases its involvement

ADR Update | Oil & Gas | 10/07/2017

Stonepeak has committed to fund the full equity component of financing the Magnolia project, totaling US$1.5bn. The terms of the agreement have changed, and Stonepeak will be taking a preferred interest in the project, leaving LNGL with a 100% equity ownership. This is a vote of confidence for the project. The key remaining event for Magnolia will be the completion of binding tolling agreements covering enough volumes to enable project sanction. All necessary regulatory milestones have been reached,…

Alkane Resources

Finishing the year with a flourish

Flash note | Mining | 27/06/2017

Alkane has provided a pre-quarterly update for its Tomingley Gold Operation (TGO). Strong production performance of 17koz of gold produced across April and May has led the company to revise upwards its H217 production target from 31-36koz, to 43-45koz. H217 all-in sustaining costs (AISC) are also estimated to come down from A$1,350-1,550/oz published by Alkane in January, to A$1,000-1,100/oz. This is expected to have a positive effect on the company’s cash flow, which will be confirmed via…

Prima BioMed

Preliminary LAG-3 combo data in breast cancer

Update | Pharmaceutical & healthcare | 23/06/2017

Preliminary efficacy data, which Prima BioMed presented at ASCO from the 15-patient, safety run-in phase of its AIPAC study, showed sustained immune activation and an encouraging 47% tumour response rate in breast cancer following IMP321 plus paclitaxel combination therapy. Recruitment in the randomised Phase IIb component of AIPAC is ongoing, with top-line data likely by mid-2019. Efficacy data from the final two cohorts in the TACTI-mel trial of IMP321 plus Keytruda in melanoma are expected in…

Seeing Machines

Termination of coverage

Update | Technology | 22/06/2017

Edison Investment Research is terminating coverage on Seeing Machines (SEE). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

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