Friday 17th February 2023: ASX Equity Research Reports

This Week: Clarity Pharmaceuticals (CU6), Omni Bridgeway (OBL) and Nobleoak Life (NOL).

Please find this week's [free] broker reports (from the ASX) below.

Company Name (Ticker Code), Broker Name, Report Type, RATING [date of report] "Report Title"

Clarity Pharmaceuticals (CU6), Wilson's Advisory, Update, OVERWEIGHT [14-Feb-2023] "Clarity’s copper play stacks up vs new SOC"

Omni Bridgeway (OBL), Taylor Collison, Update, MARKET PERFORM [31-Jan-2023] "2Q23 Investment Update"

Nobleoak Life (NOL), Taylor Collison, Update, OUTPERFORM [09-Feb-2023] "APRA data suggests NOL’s book is high quality"

Last Week:

Botanix Pharmaceuticals (BOT), Euroz Hartleys, Update 1, SPEC BUY [08-Dec-2022] "FDA NEW DRUG APPLICATION (NDA) FORMALLY UNDER REVIEW"

AIC Mines (A1M), Ord Minnett, Update, SPEC BUY [08-Feb-2023] "Eloise destination confirmed (+20kt Cu) – Balance sheet bolstered"

Vysarn (VYS), Euroz Hartleys, Update, BUY [12-Jan-2023] "STRATEGY UPDATES"

Silex Systems (SLX), Euroz Hartleys, Update 1, SPEC BUY [08-Dec-2022] "GOT FUEL?"

Silex Systems (SLX), Euroz Hartleys, Update 2, SPEC BUY [30-Jan-2023] "CAMECO OPTION BECOMES EXERCISABLE"

Genusplus Group (GNP), Euroz Hartleys, Update, BUY [12-Dec-2022] "GNP, HUMELINK SHORTLIST"

Botanix Pharmaceuticals (BOT), Euroz Hartleys, Update 2, SPEC BUY [01-Feb-2023] "BOT DEC'Q: MID-CYCLE REVIEW NEARS, FDA APPROVAL ON THE HORIZON"

KGL Resources (KGL), Ord Minnett, Update, SPEC BUY [10-Feb-2023] "2Q23+ DFS Review"

DDH1 (DDH), MA Moelis Australia, Update, BUY [06-Feb-2023] "Operational momentum continues, utilisation in focus"

Source: ASX [Click on the company name above to access the relevant broker report for that company]



To get these links supplied free to your inbox each Friday directly from the ASX, please click here, then fill in the the form (under "Subscribe") and then click "SUBMIT" once completed. This is a free service provided by the ASX and the nine participating brokers are Argonaut, Sequoia, Canaccord Genuity, Ord Minnett, CCZ Statton Equities, Taylor Collison, Euroz Hartleys, Wilsons Advisory and MA Moelis Australia.

Please be aware that these brokers may have financial arrangements with some of these companies being reported on, and those arrangements may include organising capital raisings or share placements, being involved in their initial float (IPO), or being engaged by the company to provide broker coverage to raise the company's profile. It is therefore safe to assume that many of these brokers have received fee payments or other income from some/many of these companies at some stage, or are positioning themselves to be able to do so in the future. While this may sound cynical, it's actually the reality, and it does NOT mean these reports are useless. They can contain a lot of useful information and can help when researching a company as a possible prospective investment (or a speculation in terms of those companies who don't yet earn any money for their shareholders). However, it's best to assume that these reports are not entirely independent and totally unbiased, and so they are best used as one of a variety of sources, rather than as a single source of information about a company.

Not advice. Please Do Your Own Research.

Disclosure: I do not hold shares in any of the companies that are the subject of this week's free broker reports from the ASX as listed in this post (or last week's either).

Friday 10th February 2023: ASX Equity Research Reports

This Week: Botanix Pharmaceuticals (BOT), AIC Mines (A1M), Vysarn (VYS), Silex Systems (SLX), Genusplus Group (GNP), KGL Resources (KGL) and DDH1 (DDH).

Please find this week's [free] broker reports (from the ASX) below.

Company Name (Ticker Code), Broker Name, Report Type, RATING [date of report] "Report Title"

Botanix Pharmaceuticals (BOT), Euroz Hartleys, Update 1, SPEC BUY [08-Dec-2022] "FDA NEW DRUG APPLICATION (NDA) FORMALLY UNDER REVIEW"

AIC Mines (A1M), Ord Minnett, Update, SPEC BUY [08-Feb-2023] "Eloise destination confirmed (+20kt Cu) – Balance sheet bolstered"

Vysarn (VYS), Euroz Hartleys, Update, BUY [12-Jan-2023] "STRATEGY UPDATES"

Silex Systems (SLX), Euroz Hartleys, Update 1, SPEC BUY [08-Dec-2022] "GOT FUEL?"

Silex Systems (SLX), Euroz Hartleys, Update 2, SPEC BUY [30-Jan-2023] "CAMECO OPTION BECOMES EXERCISABLE"

Genusplus Group (GNP), Euroz Hartleys, Update, BUY [12-Dec-2022] "GNP, HUMELINK SHORTLIST"

Botanix Pharmaceuticals (BOT), Euroz Hartleys, Update 2, SPEC BUY [01-Feb-2023] "BOT DEC'Q: MID-CYCLE REVIEW NEARS, FDA APPROVAL ON THE HORIZON"

KGL Resources (KGL), Ord Minnett, Update, SPEC BUY [10-Feb-2023] "2Q23+ DFS Review"

DDH1 (DDH), MA Moelis Australia, Update, BUY [06-Feb-2023] "Operational momentum continues, utilisation in focus"

Source: ASX [Click on the company name above to access the relevant broker report for that company]



To get these links supplied free to your inbox each Friday directly from the ASX, please click here, then fill in the the form (under "Subscribe") and then click "SUBMIT" once completed. This is a free service provided by the ASX and the nine participating brokers are Argonaut, Sequoia, Canaccord Genuity, Ord Minnett, CCZ Statton Equities, Taylor Collison, Euroz Hartleys, Wilsons Advisory and MA Moelis Australia.

Please be aware that these brokers may have financial arrangements with some of these companies being reported on, and those arrangements may include organising capital raisings or share placements, being involved in their initial float (IPO), or being engaged by the company to provide broker coverage to raise the company's profile. It is therefore safe to assume that many of these brokers have received fee payments or other income from some/many of these companies at some stage, or are positioning themselves to be able to do so in the future. While this may sound cynical, it's actually the reality, and it does NOT mean these reports are useless. They can contain a lot of useful information and can help when researching a company as a possible prospective investment (or a speculation in terms of those companies who don't yet earn any money for their shareholders). However, it's best to assume that these reports are not entirely independent and totally unbiased, and so they are best used as one of a variety of sources, rather than as a single source of information about a company.

Not advice. Please Do Your Own Research.

Disclosure: I do not hold shares in any of the companies that are the subject of this week's free broker reports from the ASX as listed in this post.

Friday 3rd February 2023: ASX Equity Research Reports

This Week: Argosy Minerals (AGY), Mader Group (MAD), Aeris Resources (AIS), BirdDog Technology (BDT) and Felix Group (FLX).

Please find this week's [free] broker reports (from the ASX) below.

Company Name (Ticker Code), Broker Name, Report Type, RATING [date of report] "Report Title"

Argosy Minerals (AGY), Canaccord Genuity, Update, SPEC BUY [03-Feb-2023] "EV Materials: DecQ'22 report - a journey of a thousand miles begins with a single tonne"

Mader Group (MAD), MA Moelis Australia, Update, BUY [01-Feb-2023] "North America gains momentum as Australia continues to deliver"

Aeris Resources (AIS), Ord Minnett, Update, BUY [31-Jan-2023] "2Q slightly softer, Tritton 2H developments key for investor confidence"

BirdDog Technology (BDT), CCZ Equities, Update, NOT RATED [31-Jan-2023] "A high-quality product, but the market's not buying"

Felix Group (FLX), CCZ Equities, Update, NOT RATED [31-Jan-2023] "Cashflow improvements paves way forward"

Last Week:

Supply Network (SNL), Ord Minnett, Update, ACCUMULATE [26-Jan-2023] "1H23 earnings update and dividend announcement"

Camplify Holdings (CHL), Ord Minnett, Initiation, ACCUMULATE [13-Jan-2023] "Happy Campers"

Source: ASX [Click on the company name above to access the relevant report for that company]



To get these links supplied free to your inbox each Friday directly from the ASX, please click here, then fill in the the form (under "Subscribe") and then click "SUBMIT" once completed. This is a free service provided by the ASX and the nine participating brokers are Argonaut, Sequoia, Canaccord Genuity, Ord Minnett, CCZ Statton Equities, Taylor Collison, Euroz Hartleys, Wilsons Advisory and MA Moelis Australia.

Please be aware that these brokers may have financial arrangements with some of these companies being reported on, and those arrangements may include organising capital raisings or share placements, being involved in their initial float (IPO), or being engaged by the company to provide broker coverage to raise the company's profile. It is therefore safe to assume that many of these brokers have received fee payments or other income from some/many of these companies at some stage, or are positioning themselves to be able to do so in the future. While this may sound cynical, it's actually the reality, and it does NOT mean these reports are useless. They can contain a lot of useful information and can help when researching a company as a possible prospective investment (or a speculation in terms of those companies who don't yet earn any money for their shareholders). However, it's best to assume that these reports are not entirely independent and totally unbiased, and so they are best used as one of a variety of sources, rather than as a single source of information about a company.

Not advice. Please Do Your Own Research.

Disclosure: I do not hold shares in any of the companies that are the subject of this week's free broker reports from the ASX as listed in this post, except for Mader Group (MAD) where I do have a position here in my Strawman.com portfolio but no longer hold in real life (took profits) - too early as it turns out - they just keep rising - Mader are one of a small handful of relatively small companies who have been able to replicate a succesful Australian business model in the USA. It certainly helps them that heavy duty plant mechanics and other skilled tradesmen of the kind Mader supply to miners and other companies are in high demand currently due to many of them switching to other jobs during the Covid lockdowns, especially the WA lockdowns which restricted movement between different areas of the state and made FIFO work virtually impossible for many months in 2021 and into 2022. Many of the guys who left the industry are not interested in returning to it, so good mechanical fitters and mechanics are hard to find, particularly in remote areas where miners need them. Mader can virtually charge what they like in many places because they have what these companies desperately need just to keep their mining fleets and other equipment operating. They also have a very good reputation within the industries that they operate in for quality tradesmen who get things working using quality parts, and keep things working.

I have had a look at Felix Group (FLX) and Aeris Resources (AIS) last year or the year before, however neither seem to me to be among the best ideas I have available to choose from across my investable universe (which is currently limited to ASX-listed companies, but there's still PLENTY to choose from). I did briefly add FLX to my Strawman.com portfolio in '21 or '22, then thought better of it, and I have never owned them or AIS in real life. I wish I'd kept my MAD shares IRL tho...

Friday 27th January 2023: ASX Equity Research Reports

This Week: Supply Network (SNL and Camplify Holdings (CHL).

Please find this week's [free] broker reports (from the ASX) below.

Company Name (Ticker Code), Broker Name, Report Type, RATING [date of report] "Report Title"

Supply Network (SNL), Ord Minnett, Update, ACCUMULATE [26-Jan-2023] "1H23 earnings update and dividend announcement"

Camplify Holdings (CHL), Ord Minnett, Initiation, ACCUMULATE [13-Jan-2023] "Happy Campers"

Source: ASX [Click on the company name above to access the relevant report for that company]



To get these links supplied free to your inbox each Friday directly from the ASX, please click here, then fill in the the form (under "Subscribe") and then click "SUBMIT" once completed. This is a free service provided by the ASX and the nine participating brokers are Argonaut, Sequoia, Canaccord Genuity, Ord Minnett, CCZ Statton Equities, Taylor Collison, Euroz Hartleys, Wilsons Advisory and MA Moelis Australia.

Please be aware that these brokers may have financial arrangements with some of these companies being reported on, and those arrangements may include organising capital raisings or share placements, being involved in their initial float (IPO), or being engaged by the company to provide broker coverage to raise the company's profile. It is therefore safe to assume that many of these brokers have received fee payments or other income from some/many of these companies at some stage, or are positioning themselves to be able to do so in the future. While this may sound cynical, it's actually the reality, and it does NOT mean these reports are useless. They can contain a lot of useful information and can help when researching a company as a possible prospective investment (or a speculation in terms of those companies who don't yet earn any money for their shareholders). However, it's best to assume that these reports are not entirely independent and totally unbiased, and so they are best used as one of a variety of sources, rather than as a single source of information about a company.

Not advice. Please Do Your Own Research.

Disclosure: I do not hold shares in any of the companies that are the subject of this week's free broker reports from the ASX as listed in this post.