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Will Corkill

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Simon Wilson

Regional office - Australia
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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

Mineral Commodities

December quarter – in transition, uplift in 2016

Update | Mining | 05/02/2016

Mineral Commodities (MRC) operates the Tormin mineral sands project in South Africa. This is differentiated by the high grades and profitability relative to its peers, even during the current period of subdued mineral sands prices. Technical enhancements are forecast to lift earnings. Exploration offers the potential for a larger and longer life operation.

Alkane Resources

Gold production on target, costs within budget

Update | Mining | 01/02/2016

Alkane reports a second cash flow-positive quarter after the high amounts of waste required to be mined during H215 made the TGO cash flow negative. Gold production remains on track for 60-70koz by end FY16, with AISC costs in a range of A$1,200-1,300/oz ytd. Costs compare to an Australian dollar gold price of c A$1,570/oz. Progress on developing the DZP is also highlighted, with the key mining lease achieved during the quarter. We maintain our view that the DZP, through its diversified product suite…


Upcoming launch on first product approval

Update | Pharmaceutical & Healthcare | 25/01/2016

As a leader in stem cell technologies, Mesoblast continues to make good pipeline progress, nearing market readiness for its mesenchymal-based treatments in multiple indications. The company has received its first product approval for Temcell in acute graft vs host disease in Japan. Phase III programmes for further lead products in congestive heart failure and lower back pain are moving forward. Following a recent US share offer, the company’s share price has declined dramatically and trades…


DFS completed – production target Q418

Update | Mining | 21/01/2016

Danakali (DNK) has completed the definitive feasibility study (DFS) for the Colluli (DNK 50%) sulphate of potash (SOP) project in Eritrea. Colluli is a globally significant open-pittable resource with substantial expansion and mine life potential beyond its initial phases. On our estimates, there is significant upside potential as Colluli advances.

Green Dragon Gas

Time to monetise strong CBM resource position

Outlook | Oil & Gas | 06/01/2016

Green Dragon Gas (GDG) is tantalisingly close to realising a step change in production that would move it from a resource play to an established producer. Against a robust macro backdrop largely insulated from oil market volatility, we expect GDG to move profits into the black in 2016 as production increases beyond the 12bcf pa 2015 exit rate. Ongoing buildout of 53bcf pa of gas processing capacity at GSS should remove any capacity constraints in 2016/17. The coming months are also critical for the…


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