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Independent Research

The New Criterion - IIR ASX Weekly Small/ Micro Cap Stock News Ideas

Egaming (or esports) is big business globally and four ASX minnows are jostling for their turn at the console For those who have never heard of Fortnite and are thus showing their advanced age, video gaming (egaming) has become a multi-billion dollar industry sector which in its organised professional form is attracting serious sponsorship and advertising from mainstream consumer brands The New Criterion has evolved from "The Criterion" column which was a weekly run by the NewsCorp owned "The Australian" Newspaper (Business Section) for over a decade until recently when it decided that its au...

ASX Listed Managed Investments Monthly Report

Capital Continues to Flow Into LMIs Through April and May we have seen three more listed managed investment vehicles (LMIs) start trading on the ASX including two fixed income focused listed investment trusts (LITs), Perpetual Credit Income Trust (ASX:PCI) and MCP Wholesale Income Opportunities Trust (ASX:MOT). Refer to our LMI Monthly Update of 18 March 2019 for more details on these LITs. Pengana Private Equity Trust (ASX:PE1) units listed in April after it raised $205m, at the lower end of its $100m to $600m target range. PE1 is a unique offering in that it is the only LMI that will provid...

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Lake Resources NL (ASX: LKE) - Lithium - Argentina

Full Report can be accessed on Lake has defined a large Mineral Resource Estimate (“MRE”) of 4.4 Mt lithium carbonate equivalent (“LCE”) at a grade of 211 mg/L Li, and is now working towards a Pre-Feasibility Study, due for completion in late 2019. The key to the possible technical and commercial viability is the utilisation of ion exchange technology for the direct extraction of lithium from the brines. An Engineering Study, undertaken in conjunction with US-based and Silicon Valley backed Lilac Solutions, and using ion exchange technology developed by the same, has been successful and has ...

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PolarX Limited (ASX: PXX) - Copper/ Gold - Alaska

Full Report can be Accessed on CASHED UP & SET FOR AN ACTIVE 2019 FIELD SEASON PolarX Limited (“PolarX” or “the Company”) is set for an active 2019 field season over the Alaska Range Project (“the Project”), and is well cashed up with ~A$8 million in the tin. A$4.28 million of this came from a share subscription by the C$5.3 billion TSX listed Lundin Mining Corporation (“Lundin Mining”, TSX:LUN) as part of an exclusive option agreement to enter into an earn-in over the porphyry targets within the Stellar claim package, and will be used to fund the 2019 exploration over these targets. Planne...

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Full Report can be accessed on IMU BOOSTS IMMUNOTHERAPY PLATFORM WITH THE ACQUISITION OF ONCOLYTIC VIRUS CF33 Imugene Limited (ASX: IMU) is a clinical stage biotechnology company seeking to develop a range of novel immunotherapies to enhance the efficacy of cancer treatments. The company has announced its intention to acquire the exclusive licence to the oncolytic virus CF33 to add to the existing platform which targets the development of B cell peptide vaccines. KEY POINTS Acquisition of Oncolytic Virus CF33: IMU has annonunced the acquisition of Vaxinia Pty Ltd (Vaxinia) and the exclusive ...

Independent Research

ASX - Weekly NTA - 5 July 2019 - Indicative - Listed Managed Investments Report

The Weekly ASX LIC NTA report is based on the data collected by Independent Investment Research for the whole sector and the report is published based on the collation and analysis of the same data.

Independent Research

The New Criterion

The New Criterion has evolved from "The Criterion" column which was a weekly run by the NewsCorp owned "The Australian" Newspaper (Business Section) for over a decade until recently when it decided that its audience did not really gravitate to the coverage in the Small/ Micro Caps space despite the strong following from its readership. IIR since then essentially took over the column and its ethos, whereby, analysis is put to companies where these companies have no nexus to the core research offering other than discussing those stocks that deserve perhaps more of a journalistic approach rath...

Independent Research

Liontown Resources Limited (ASX: LTR) - Research Update

Full report can be accessed on KATHLEEN VALLEY RESOURCE UPGRADE DELIVERS WORLD CLASS LITHIUM PROJECT �� The updated Mineral Resource Estimate (“MRE”) for Kathleen Valley has delivered a world-class Resource of 74.9 Mt @ 1.3% Li2O and 140 ppm Ta2O5, for 970 kt of contained Li2O - this is a 353% increase in tonnes on the September, 2018 initial MRE of 21.2 Mt @ 1.37% Li2O. �� The Project is located over granted mining leases in a well serviced mining district of Western Australia, the dominant producer of spodumene concentrates in the Western World. �� Kathleen Valley is highly ranked globally...

Independent Research

Metalicity Limited (ASX: MCT)

Full Report can also be accessed on As part of a comprehensive re-focussing of their business, Metalicity Limited (“Metalicity” or “the Company”) has recently entered into an agreement with Nex Metals Exploration Limited (“Nex”, ASX:NME) to earn into two high grade gold properties in the Leonora region of the prolific Eastern Goldfields of Western Australia. The two properties, Kookynie and Yundamindra, have seen significant historical production, including 360,000 oz at an average grade of 15 g/t Au from the Cosmopolitan Mine at Kookynie between 1893 and 1922. At the time Cosmopolitan was r...

Independent Research

Platinum Asia Investments Limited (ASX: PAI)

More information can be accessed on Platinum Asia Investments Limited (PAI or ‘the Company’) is a long-biased, absolute returnfocused long/short product that invests in Asian equity markets (ex Japan). The Company listed in September 2015 and is based on a similar investment strategy as Platinum’s Asia Fund, which has a longer track record dating back to March 2003. The Manager, Platinum Asset Management, has a strong focus on capital preservation and has the capacity to use a range of investment tools to achieve this objective, including bottom-up stock selection; country, industry, and the...

Independent Research

Platinum Capital Limited (ASX: PMC)

Full Report can be accessed on Platinum Capital Limited (PMC or ‘the Company’) is a long-biased, absolute return-focused long/short product that invests in equity markets globally. The Company listed in 1994 and is based on the same investment strategy as Platinum’s flagship International Fund. The Manager, Platinum Asset Management, has a strong focus on capital preservation and has the capacity to use a range of investment tools to achieve this objective, including bottomup stock selection; country, industry, and thematic tilts; currency plays; shorting; and cash discretion and derivatives...

Independent Research

Kibaran Resources Limited (ASX:KNL)

Kibaran Resources Limited (“Kibaran” or “the Company”) is well down the path to implementation of a vertically integrated graphite business supplying a number of markets outside of China. This includes traditional uses and the developing lithium-ion battery (“LiB”) anode market, the latter of which some forecast will result in a eight fold increase in demand for natural flake graphite for batteries by 2025. The Company’s key asset is the 100% owned (through wholly owned Tanzanian subsidiary TanzGraphite) Epanko Graphite Project (“Epanko”) in Tanzania, which is fully permitted and has binding o...

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King Island Scheelite Limited (ASX:KIS)

Full Report can be accessed on THE KING OF TUNGSTEN King Island Scheelite Limited (“KIS” or “the Company”) is close to development ready on the 100% owned high grade Dolphin Tungsten Project (“Dolphin”, or “the Project”), located on King Island, in Bass Strait between Tasmania and mainland Australia. The Project is targeting the redevelopment of the historically operated Dolphin Mine, which produced some 9.7 Mt @ 0.64% WO3 from both open cut and underground operations in a number of phases from 1917 until its closure in 1990. KIS is looking at an initial eight year, 400,000 tpa open cut oper...

Independent Research

Melbana Energy Limited (ASX: MAY)

Full Research can also be accessed on HIGH IMPACT DRILLING With four fully funded high impact wells expected to be drilled on two potentially company making projects over the next two years, Melbana Energy (“Melbana” or the “Company”) is now realising the fruition of a period where it has built up an unrisked Prospective Resource base of 1.1 Bboe. Three of the wells are to be drilled in the Block 9 Production Sharing Contract (“PSC”) on the northern coast of Cuba, with two of the wells planned for 2019 and one for 2020; the Company is finalising a farm-out agreement with Chinese group Anhui ...

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Ophir High Conviction Fund (ASX: OPH)

Full Report can be accessed on The Ophir High Conviction Fund (OPH or ‘the Trust’) will be an approximate $425m market cap listed investment trust (LIT), listing on the ASX on Wednesday 19 December 2019. The Trust is managed by Ophir Asset Management (the ‘Manager’). The Trust will be converting from the unlisted unit trust The Ophir High Conviction Fund (the ‘Fund’), which has been hard closed since March 2018 and has an inception date of August 2015. Due to investment capacity constraints, which the Manager adheres to strongly, there will be no additional capital raised as part of the list...

Independent Research

First Au Limited (ASX: FAU)

Full Research can be accessed on The results of recent drilling have highlighted the potential of the Gimlet Gold Project (“Gimlet”), located just 15km from Kalgoorlie, to host appreciable gold mineralisation. Gimlet is one of three projects held by the recently re-listed First Au Limited (ASX: FAU, “First Au” or “the Company”, previously Public Holdings (Australia) Ltd), with the others being highly prospective precious and base metals tenements in the Pilbara region of Western Australia, with all being vended in by well known and respected prospectors Denis and Damon O’Meara. Drilling at G...

Independent Research

Allegiance Coal (ASX:AHQ)

Full Report can be accessed on Subsequent to our March 2018 update, Allegiance Coal (“Allegiance” or “the Company”) has made major progress on key fronts on its Tenas Coking Coal Project (“Tenas” or “the Project”), located just 375km by rail from the under-utilised Ridley Island Coal Terminal (“RICT”) in northwestern British Columbia, Canada. To reiterate, Tenas has the potential to produce mid-volatile, semi-soft coking (“SSCC”) or PCI coal at FOB costs in the lower 5% of the global sea-borne trade with resultant robust returns from the Project. This is by virtue of the low strip ratio and ...

Independent Research

SelfWealth Limited (ASX Code: SWF)

Full Research Report Can also be accessed on SelfWealth Limited (‘SWF’ or the ‘Company’) listed on the ASX on 23 November 2017 and provides Australian investors with a range of investment services. Specifically, the Company provides: a flat fee online brokerage service at $9.50 per trade, irrespective of trade size, representing Australia’s lowest cost retail brokerage service; a Peer to Peer (P2P) network for clients to track the portfolio performance of other clients (in real time) on a depersonalisedbasis as well as a Leaders Model Portfolio based on a select slice of the portfolios of th...

Independent Research

Pengana Private Equity Trust (ASX: PE1)

Research can also be accessed on 1. PRODUCT SUMMARY Pengana Private Equity Trust (PE1, or “the Trust”) is a newly formed trust that will seek to list on the ASX. The Trust will seek to raise $100m to $600m through the issue of 80m to 480m units at $1.25 per unit. The Trust will be structured as a fund of funds, providing exposure to a diversified portfolio of private equity and private credit investments. The Responsible Entity (RE) of the Trust will be Pengana Investment Management Limited, who will appoint Pengana Capital Limited as the Manager of the Trust. Both the RE and the Manager are...

Independent Research

Todd River Resources Limited (ASX: TRT)

For more information go to 2019 DRILLING PROGRAMME UNDERWAY AT MOUNT HARDY FOLLOWING EXPLORATION SUCCESS TO DATE Northern Territory focussed explorer Todd River Resources (ASX: TRT, “Todd River” or “the Company”) has enjoyed significant exploration success in the two years since their early 2017 listing on the ASX and our initiation note. The Company, which is a spin-out from TNG Limited (ASX: TNG, “TNG”), has concentrated activities on the Mount Hardy Project (“Mount Hardy”), some 300km NW of Alice Springs, with this resulting in the discovery of high grade polymetallic structurally control...

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