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
Pura Vida Energy Sealegs Corporation
See more

Latest research

Smiths City Group

Expansion awaits

Initiation | General Retailers | 26/08/2014

Smiths City Group is a New Zealand focused retailer of furnishings and appliances. The company was significantly affected by the Christchurch earthquakes in 2010 and 2011, but is now ready for expansion and growth. It does not have national coverage and is not yet present in the important Auckland market. Our valuation of 83c/share is 69% above the current share price, with the company offering an attractive yield of 7.8%.

Slater & Gordon

FY14 ahead of forecasts

Update | Consumer Support Services | 26/08/2014

SGH’s FY14 results were ahead of expectations driven by a beat in UK revenue. We believe this, and two new Australian acquisitions announced with the results, will see consensus upgrades. Management is guiding to further modest acquisitions in FY15. SGH’s own-brand development, tight management of workflow and economies of scale are delivering good growth. The dividend was increased from 6.6c (FY13) to 8c (FY14).

Liquefied Natural Gas Limited

Long-term value available

ADR Update | Oil & Gas | 20/08/2014

Liquefied Natural Gas Limited (LNGL) ADRs have increased significantly in 2014, on the back of greater confidence in the Magnolia LNG project in Lake Charles and the proposed acquisition of the Bear Head LNG export project site. We review the Bear Head transaction (subject to standard closing) potential value and update our valuation, while taking the opportunity to assess the potential long-term value. While our current risked valuation of the company is below the ADR price, our analysis indicates…

Liquefied Natural Gas Limited

Long-term value available

Update | Oil & Gas | 20/08/2014

The shares of Liquefied Natural Gas Limited (LNGL) have increased more than eightfold in 2014, on the back of greater confidence in the Magnolia LNG project and the proposed acquisition of the Bear Head LNG export project site. We review the Bear Head transaction (subject to standard closing conditions) and potential value and update our valuation given recent events, while taking the opportunity to assess the potential long-term value of the company. While our current risked valuation of the company…

Champion Iron

Iron in the fire

Initiation | Mining | 18/08/2014

Champion Iron is a Canada-based iron ore explorer with a significant presence in the Fermont Iron Ore District, an established iron ore region that hosts a number of large-scale operating mines. Champion’s most advanced project, Fire Lake North (FLN), is expected to produce 9.3Mtpa of high-grade sinter fines concentrate with low impurities. While the project is infrastructure constrained, requiring a 310km rail line and access to the port, the recent government initiative to restart the rail…

About

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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