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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
Pura Vida Energy Sealegs Corporation
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Latest research


Streamlining operations

Update | Pharmaceutical & Healthcare | 19/12/2014

The recent conclusion of Regeneus’s strategic review should result in a streamlining of its operations that brings much-needed focus and portfolio prioritisation. We welcome the shift in emphasis from self-commercialisation (HiQCell in Australia) to pipeline development. The major valuation drivers remain PRG/Progenza (allogeneic stem cells for osteoarthritis) and autologous cancer vaccines for humans and animals; these products should start clinical studies in H115. Licensing deals (particularly…


Rights issue and H1 results

Update | Food & Drink | 18/12/2014

Comvita delivered H1 EBITDA of NZ$0.6m and a post-tax loss of NZ$3.3m, slightly better than guidance. The company has also raised NZ$24.4m via a 1:5 rights issue at NZ$3.55 per share (cf pre-announcement share price of NZ$4.16). The proceeds from the cash issue will be used to reduce debt and to position the balance sheet for acquisition opportunities. The company has also provided earnings guidance for FY15, which has resulted in only minor changes to our estimates. Our valuation is NZ$4.13 per…


Social media for the next 3.5 billion

Initiation | Technology | 18/12/2014

migme’s social media platform is initially targeting the rapidly growing mobile internet markets in Indonesia and India, where there are expected to be 294 million smartphone users by 2017. By taking a different approach to the more established Facebook, MIG believes its platform will have little competition from other freemium sites and will be suitable for the emerging markets. It hopes to continue to rapidly scale its user base, which has doubled to over nine million in the seven months…

Pacific Edge

Early signs of revenue traction

Update | Pharmaceutical & Healthcare | 16/12/2014

Pacific Edge has reported encouraging headline results for its fiscal H115 ending in September. Sales reached NZ$1.59m, of which NZ$714k was attributed to trading revenue, a 774% increase from the previous year. The net loss of NZ$4.9m in the six months to September was roughly in line with the previous six-month period, indicating continued lean management and cost control. Additionally, the company has announced the launch of complementary bladder test Cxbladder Triage in New Zealand. We value…

VMob Group

Right here, right now

Initiation | Technology | 03/12/2014

VMob (VML) is an early-stage New Zealand-based company commercialising a unique cloud-based mobile marketing solution for global retailers. It uses big data analytics to deliver targeted rewards to mobile handsets to drive more customers into bricks and mortar stores to increase sales and build loyalty. VML has a close partnership with Microsoft and its flagship customer is McDonald’s (Japan, the Netherlands, Sweden). We forecast losses for two to three years but successful expansion with major…


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