April 2011
Investment Opportunities for Wholesale, Sophisticated & High Net Worth Investors
Medical device company targeting the reconstructive surgery market (19)
Technology IPO with groundbreaking asset tracking solution (33)
Mining IPO with gold and silver assets in central and southern Peru (27)
Award-winning medical device company servicing asthma and COPD markets (11)
ASX listed biotech with strong dermatological and pharmaceutical product pipeline (17)
ASX listed green power utility with significant contracts (30)
www.wholesaleinvestor.com.au
Never heard of the most active broker in new capital raisings?
The smart money likes it that way. The smart money knows that some things are best kept to oneself. Perhaps that’s why you might not know about the broker that’s quietly become one of Australia’s leading financial services firms. Patersons Securities has been Australia’s most active in new capital raisings since 2007 and raised in excess of $6.6 billion in over 760 new issues over the past decade. Patersons has frequently been ranked first by number of new equity issues in Australia and continues to be so in 2010 with 16.4% of the market. Our Research team was recently awarded #1 stock picker in the Real Estate sector, #1 stock picker in the Metals and Mining sector and #2 stock picker in the Energy sector at the 2010 Thomson Reuters StarMine Analyst Awards. To be eligible to participate in Patersons new deal flow you must have net assets of at least $2.5 million or gross income of $250,000 or more for each of the last two years.
To receive a complimentary sample of our research or to talk about Patersons new deal flow, please contact Marco Longo or Michael Brindal on 03 8803 0167 or email corporatedeals@psl.com.au.
www.psl.com.au
T H E AU S T R A L I A N S TO C K B RO K E R
This is intended to provide general advice only, and has been prepared without taking account of your objectives, financial situation or needs and therefore before acting on advice contained in this advertisement you should consider its appropriateness having regard to your objectives, financial situation and needs. You should only seek to participate in offers as a sophisticated investor if you have previous experience in investing in securities, so you can assess the merits of an offer, the value of securities, the risks involved in accepting the offer, the adequacy of the information in respect of the offer and whether it is suitable to your circumstances. Patersons Securities Limited ABN 69 008 896 311 AFSL No. 239 052 Participant of ASX Group; Participant of NSX Group; Stockbrokers Association of Australia Principal Member; Financial Planning Association Principal Member
APRIL 2011
Wholesale Investor Magazine is published by: Wholesale Investor Pty Ltd ACN 131 512 715 Managing Director - Steve Torso Publisher - Reuben Buchanan
Contents
Editor - Michelle Smith Senior Account Managers: - Kevin Brown - Matt Hayne Distressed Asset Manager Peter Richards Directors Reuben Buchanan – Executive Director Domenic Carosa – Non Executive Director Advisory board - Tim Trumper Sydney: Address - Suite 204, 66 King St. Sydney Phone - 1300 597 595 Melbourne: Address - Suite 2, 150 Chestnut St, Richmond 3121 Phone - 1300 899 171 Web - www.wholesaleinvestor.com.au Editorial Enquiries editorial@wholesaleinvestor.com.au Advertising Enquiries advertising@wholesaleinvestor.com.au Listing Enquiries capital@wholesaleinvestor.com.au 1300 597 595 Subscription Enquiries subscribe@wholesaleinvestor.com.au Design - bubblefish Design www.bubblefish.com.au Printer - GEON Group www.geongroup.com Distribution - D&D Mailing www.ddmail.com.au Disclaimer This Publication contains prominent statements appropriate for the particular medium by which the Publication is made to the effect that: (A)the information contained in the Publication about the proposed business opportunity and the securities or scheme interests is not intended to be the only information on which the investment decision is made and is not a substitute for a disclosure document, Product Disclosure Statement or any other notice that may be required under the Act, as that Act may apply to the investment. Detailed information may be needed to make an investment decision, for example: financial statements; a business plan; information about ownership of intellectual or industrial property; or expert opinions including valuations or auditors’ reports; and (B)a prospective investor is strongly advised to take appropriate professional advice before accepting an offer for issue or sale of any securities or scheme interests; For more information, please visit our website www.wholesaleinvestor.com.au or email info@wholesaleinvestor.com.au
Editorial 4 5 6 8 9
Letter from the Managing Director Upcoming Events Company Updates Showcasing Queensland’s fastest growing region Cleantech Investing: An Australian Investment Strategy By Andrew Pickering, Managing Director, Cleantech Ventures
Opportunities 11 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37
KarmelSonix Ltd (ASX:KSX) Eastland Medical Systems Ltd (ASX:EMS) Anteo Diagnostics Limited (ASX:ADO) Progen Pharmaceuticals Limited (ASX:PGL) Viralytics Limited (ASX:VLA) Agenix Limited (ASX:AGX) Phosphagenics Limited (ASX:POH) Phylogica Limited (ASX:PYC) Mesynthes Ltd Rox Resources Limited (ASX:RXL) Crescent Gold Limited (ASX:CRE) Gold Road Resources Limited (ASX:GOR) Cobar Consolidated Resources Limited (ASX:CCU) Thomson Resources Ltd (ASX:TMZ) Gold Anomaly Limited (ASX:GOA) Gold Mines of Peru Limited (ASX:GMO) Magma Mines Ltd Commissioners Gold Limited Enerji Ltd (ASX:ERJ) Carbon Conscious Limited (ASX:CCF) EcoQuest Limited (ASX:ECQ) Bluechiip Limited (ASX:BCT) Global Digital Networks Pty Ltd GoPC Pty Ltd Ignition Films Pty Ltd Bay Street Finance Pty Ltd
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Listing Index
Letter from the Managing Director The first quarter of 2011 is now passed and the latest national Wholesale Investor Survey has provided great insight into current market sentiment amongst private and professional investors. For the first time in almost a year, we noticed a strong shift in the sectors which investors are looking to for growth opportunities over the next 12 months. Even with the uncertainty surrounding the final outcome of the Minerals Resource Rent Tax (MRRT), the Mining Sector has moved to the top of the list replacing Cleantech as the most sought after sector. There is no doubt the resource sector is hot right now, with the majority of recent IPO’s being from this space. Investors are also aggressively seeking good pre-IPO opportunities and undervalued ASX Listed companies. The biggest mover was the Healthcare / Biotech sector, which moved up from 4th to 2nd. For a sector which has been under pressure to deliver for years, this is an encouraging sign. Mesoblast and Acrux lead the way, having both announced major deals with Big Pharma late last year. These two companies, combined with the recent takeover bid for ChemGenex, have provided the Biotech sector with a positive renewal of interest from investors. Cleantech slipped to 3rd on the list, but is still generating healthy interest from investors. It is clear that changes in Government policy and backflips on existing policy have created indecision in this area. Some companies however, such as recently featured Carbon Conscious Limited, have benefited from the Government’s change in policy following the election. Online / Technology sectors were the 4th highest sectors of interest. Industry leaders are making the early call that Australia’s next online boom is about to start taking shape. Lower price barriers to entry, businesses which are highly scalable and consumers consistently shifting more of their research and purchases online, is fuelling the foundations of a strong potential bull run. Perth Small Cap Showcase 2011 On March the 28th, Wholesale Investor and AusBiotech hosted the Small Cap Showcase in Perth. 20 Private, Pre-IPO and ASX Listed companies were showcased to 180 Investors, brokers, media and fund managers. With 11 of the companies presenting being biotechs, it was impressive to see such a strong turnout. Broker and Investor feedback from the day was overwhelmingly positive, with attendees impressed at the high levels of quality innovation, science and the global imprint Australian companies are making. The list of companies who presented on the day included Gold Road Resources Limited (ASX:GOR); Emergent Resources Limited (ASX:EMG); Advanced Braking Technology Ltd (ASX:ABV); Jumbo Interactive Limited (ASX:JIN); Magma Mines Ltd; Biogenerics Australia Pty Ltd; Gold Mines of Peru Limited (ASX:GMO); Enerji Ltd (ASX:ERJ); Phylogica Limited (ASX:PYC); QBiotics Limited; Viralytics Limited (ASX:VLA); Anteo Diagnostics Limited (ASX:ADO); Phosphagenics Limited (ASX:POH); Circadian Technologies Limited (ASX:CIR); Resonance Health Limited (ASX:RHT); Progen Pharmaceuticals Ltd (ASX:PGL); Virax Holdings Limited (ASX:VHL); Eastland Medical Systems Ltd (ASX:EMS); EcoQuest (ASX:ECQ); and Mesynthes Ltd. We look forward to showcasing more Private, Pre-IPO and ASX Listed companies in our publication and online. If there are deals which are of interest to you, feel free to use our platform to make contact directly with the companies. Regards,
Steve Torso - Managing Director, Wholesale Investor Magazine
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15 EDITIONS | 64,000 UNIQUE VISITORS FROM 132 COUNTRIES | 170 COMPANIES FEATURED 10,900 MAGAZINE SUBSCRIBERS | 12 STAFF OVER 1,500 EVENT ATTENDEES
Upcoming Events
INVEST Mackay-Isaac-Whitsunday Conference
Wholesale Investor Small Cap Investor Evening
Mackay, Australia
Sydney, Australia
14 April, 2011
The 2nd Annual INVEST Mackay-Isaac-Whitsunday Conference will present investors with an exciting and diverse range of investment opportunities in one of Queensland’s most prosperous and vibrant regions. The event is proudly hosted by the Mackay Whitsunday Regional Economic Development Corporation (REDC), the region’s peak economic body, and supported by the Queensland Government Department of Employment, Economic Development and Innovation.
18 April, 2011
Wholesale Investor is proud to host the Small Cap Investor Evening, with special guest speaker Chris Cuffe. The Small Cap Investor Evening will provide investors, brokers, fund managers and business media with the opportunity to directly connect with the CEOs of innovative private, pre-IPO and ASX Listed companies.
For more information or to register for this event visit www.wholesaleinvestor.com.au
For more information or to register for this event visit www.investmackay.com.au
RIU Sydney Resources Round-up
M&A Law Masterclass 2011
Sydney, Australia
Sydney, Australia
11-13 May, 2011
RIU Conferences is pleased to announce the eighth RIU Sydney Resources Round-up; a conference designed to bring Australia’s exciting resources story to the richest investment centre in the country. Sydney brokers and investors can see and hear first-hand from the companies and discover their strategies to progress for 2011 and onwards.
For more information or to register for this event visit www.verticalevents.com.au
2010 was the busiest year for M&A since 2007, with Australia among the most targeted nations within the region. The ALB Masterclass Series is proud to present the premier professional development event for M&A lawyers and industry practitioners. Gain insight into key legislative decisions and commercial trends shaping the deal landscape and strategies to navigate the current market.
For more information or to register for this event visit www.albmasterclass.com
Private Equity World Australia 2011
AusMedtech 2011 Sydney, Australia
17 May, 2011
23-24 May, 2011
Melbourne, Australia
6-8 June, 2011
AusMedtech 2011 is Australia’s premier medical technology conference for medtech executives, providing business partnering opportunities for decision-makers. It brings together key stakeholders of the Australian and international medical devices and diagnostics sector, to discuss the major issues in global medtech success with a focus on emerging markets. Learn about targeting key commercial issues such as export opportunities, finance and investment, hot technologies and updates in the fields of IP, regulatory approvals, reimbursement and sales networks.
Private Equity World Australia is the industry’s top high level event that brings together top tier local, regional and international private equity funds with local and international LPs. Senior-level executives dedicated to Australian private equity will learn to optimise Private Equity investment allocation, uncover new strategies in exits, financing and operations, seek out new LPs in capital campaigns and meet local private equity firms and develop global partnerships.
For more information or to register for this event visit www.ausmedtech.com.au
For more information or to register for this event visit www.terrapinn.com/2011/pew
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Company Updates
Anteo Diagnostics’ Mix&Go™ technology commercialised Anteo Diagnostics Limited (ASX:ADO) has commercialised Mix&Go™ – a technology that significantly improves the outcomes of pathology tests, and helps in the earlier detection of disease. Mix&Go™ is proven and already licensed with two major healthcare companies, Bangs Laboratories and Merck. Given the success of Mix&Go™, Bangs has recently licensed Mix&Go™ for a second product, currently its largest selling. Also, more than 50 companies are currently assessing Mix&Go™, and the company expects to secure a number of new supply agreements. Anteo has eight patents granted to ensure the Mix&Go™ technology, and the process that led to its discovery, cannot be copied. Further patents have also been filed. Anteo is well funded with over $7 million of cash. Anteo has sufficient funding to operate for three years, giving it the flexibility to develop multiple revenue streams.
Minemakers Limited (ASX:MAK) is currently developing the Wonarah rock phosphate project located in the Northern Territory. The current JORC Inferred Resource stands at 1,258Mt @ 12% P2O5 including 404Mt @ 21% P2O5, which makes Wonarah Australia’s largest JORC compliant rock phosphate deposit. With the recent Historic Mining Agreement being signed, Minemakers is now looking to complete the financing required for the development of this project. Minemakers is also assessing the Namibian marine rock phosphate project, which has a JORC compliant Resource of 1,581Mt @ 18.8% P2O5, the Joint Venture has moved to a full Feasibility Study. Minemakers’ aim is to become a significant producer in the global phosphate/fertiliser sector. Phosphate is a key non-replacement element critical for high yielding agricultural development and bio-fuels.
Progen Pharmaceuticals announces positive half year results
Cloncurry Metals change name to Global Resources Corporation Limited
Progen’s half-year results for the period ending 31 December 2010 showed the company had a cash balance of $12.73 million and had realised significant cost savings with the net loss decreasing by 61.2% to $3.18 million. Its contract manufacturing subsidiary PharmaSynth Pty Ltd recorded a 61% increase in revenue to $1.2 million with a profit of $266,000 compared to a loss of $188,000 for the corresponding half year period.
Cloncurry Metals Limited is pleased to confirm it has now completed formalities for the change in its name to Global Resources Corporation Limited. The change of name was approved by shareholders at the recent General Meeting of Shareholders held 16 February, 2011, and was formerly recognised by Australian Securities & Investment Commission (ASIC) as at 24 February, 2011. The Company began to trade under the new symbol GRM on Wednesday March 2nd 2011.
The company presented new preclinical data on PG545, its dual mechanism anti-angiogenic and anti-heparanase inhibitor at the Lorne Cancer Conference in Victoria and in a publication in the prestigious British Journal of Cancer demonstrating that PG545 potently inhibits tumour growth and cancer spread in a number of tumour models.
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Minemakers progressing towards production with Australia’s largest rock phosphate deposit
This change of name recognises the change in focus of the Company, given its interest in the El Rodeo Project in Mexico and the acquisitions currently in progress of three gold projects in Turkey, in addition to the tenements held in Queensland.
Company Updates
Phylogica forms target discovery spin-off with University of Cambridge
Enerji completes Power Purchase Agreement with Horizon Power
Leading Australian drug discovery company Phylogica Ltd (ASX:PYC, XETRA:PH7) will partner with researchers from the University of Cambridge in a spin-off company to pursue a novel application of its Phylomer® peptides for discovery of disease-associated targets.
Enerji Limited (ASX:ERJ) has completed a Power Purchase Agreement (“PPA”) with Horizon Power for the installation of an Opcon Powerbox at the Carnarvon Power Station in the Gascoyne region of Western Australia.
The spin-off complements Phylogica’s existing business model by opening up a new market opportunity for the Company. It offers the potential to secure new revenue streams that would otherwise not be accessible to Phylogica without substantial investment in both capital and also in technical expertise. The spin-off company, named Phenomica, will combine Phylogica’s Phylomer® libraries, which comprise billions of naturally derived peptides, with technology from Cambridge to identify vulnerable points in a disease that can be the focus for new drug development.
The PPA is a major milestone and follows the earlier Memorandum of Understanding which the two companies signed in October 2010. The PPA sets out the commercial and legally binding terms and conditions for the installation of the Opcon Powerbox, including the energy off-take framework, service and maintenance procedures. Following installation, revenue will be generated through electricity created by the Opcon Powerbox and sold back to Horizon Power. The Powerbox has the capacity to increase the power station’s energy output by up to 700kW without burning additional fuel or creating emissions.
Phosphagenics announces multiple collaboration partners
KSX announces service agreement with the Children’s Hospital of Wisconsin
Phosphagenics Limited (ASX: POH, OTCQX: PPGNY) is collaborating with a US private dermatology company to develop a prescription drug to treat psoriasis. Phosphagenics formulated a new product that combines Phosphagenics’ TPM® platform delivery technology with the drug. In vitro studies demonstrated the new formulation delivered the drug five times more effectively than without TPM®.
KarmelSonix Ltd (ASX:KSX) recently announced that the company has entered into a new service agreement between KarmelSonix (USA), Inc. and the Children’s Hospital Physician Group, P.C., a division of the Children’s Hospital and Health System of Wisconsin, USA.
Phase 1 clinical studies can commence in the US now that the collaborator has received FDA approval for the Investigational New Drug (IND) application filed on the combination product. Phosphagenics is also partnering with dairy research company, Mastitis Management Australia, that would see TPM® delivery technology utilised to deliver a nature-based formula to treat bovine mastitis.
Children’s Hospital Physician Group has been an early adopter of the Clinical WheezoMeter in the pediatric pulmonary specialist’s office, and the first medical provider to receive reimbursement payment from insurance providers under the Company’s CPT Codes in the US. This new agreement allows this hospital group to begin using the company’s WHolter® Testing Service to verify symptoms, and the patient’s response to treatment, in the home environment as well as during daily activities.
Phosphagenics’ Elixia® cellulite cream is on track for global launch in 2011.
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Showcasing Queensland’s fastest growing region Investment opportunities showcase Now in its second year, the INVEST Mackay-Isaac-Whitsunday Conference 2011 promises to present investors with an exciting and diverse range of investment opportunities in one of Queensland’s most prosperous and vibrant regions. More than 20 companies will be in attendance to showcase investment opportunities in a range of areas, including hotel development and clean technology.
Chinese delegation The Mackay-Isaac-Whitsunday region is once again honoured to host a delegation from China including Chinese Consul Yang, representatives of the Yanjian Group (Chinese construction giant) and Chinese bank representatives.
This year’s conference highlights include:
, .0'* 9<I :B99 !) 7 5'** &-12 3##,1* ,"U1 ,#5#12 ',4#12+#,2 1&-5! 1# #4#,2I 2&# :," ,,3 * !) 7L 1 !L &'213," 7 ,4#12+#,2 -,$#0#,!# 2 2&# Mackay Entertainment and Convention Centre. The event is proudly hosted by the Mackay Whitsunday Regional Economic #4#*-.+#,2 -0.-0 2'-, s tI 2&# 0#%'-,U1 .# ) #!-,-+'! -"7 ," 13..-02#" 7 2&# 3##,1* ," -4#0,+#,2 #. 02+#,2 -$ +.*-7+#,2I !-,-+'! #4#*-.+#,2 ," ,,-4 2'-,G The conference forms part of an ongoing regional strategy to promote positive economic change by uniting regional, national and international investors and project proponents through the overarching themes of business, technology and investment.
Why invest in Mackay? -! 2#" & *$5 7 #25##, '0,1 ," 0'1 ,#I 2&# !) 7L 1 !L &'213," 7 region has shown incredible resilience and consistent growth over the last decade. The region generated in excess of $18 billion in economic value in :BBAL:B9BI ," 5'2& .-.3* 2'-, %0-52& .0-(#!2'-, -$ ..0-6'+ 2#*7 <BÂ 7 2020, the Mackay-Isaac-Whitsunday Region is recognised as one of the fastest %0-5',% 0#%'-,1 ', 3120 *' G 3#**#" 7 2&# --+ ', 2&# +',',% ',"31207 ', 2&# -5#, 1',I 0#130%#,!# ', %0' 31',#11I %0-52& ', 2-30'1+ ," , #+#0%',% marine sector, the region hosts much of the engineering, manufacturing and mining services industries supporting the regional economy. The region has demonstrated its ability to withstand even the harshest global #!-,-+'! !-,"'2'-,1I 5'2& %0-52& 0-11 #%'-, * 0-"3!2 -$ +-0# 2& , :;Â during the Global Financial Crisis. This impressive economic performance is forecast to continue with close to $60 billion in investment projects recorded !0-11 0 ,%# -$ ',"3120'#1 2 2&# #," -$ #!#+ #0 :B9BG
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d !-+.*'+#,2 07 3'"#" ,4#12-0 -30 d *# , #!&,-*-%7 &-5! 1# d -2#* #4#*-.+#,2 ..-023,'2'#1 d ,4#12+#,2 ..-023,'27 6&' '2'-, d 4#,',% ',,#0 03'1# N #,(-7 $',# $--" ," #,2#02 ',+#,2 5&'*12 2-30',% development opportunities and local attractions along the picturesque Pioneer River d #7,-2# 1.# )#0I '!& #* 1!-#I -,# -$ 3120 *' U1 +-12 0#1.#!2#" ," experienced finance and economics commentators, with more than 37 yearsâ&#x20AC;&#x2122; experience d 0# )$ 12 ,#25-0)',% #4#,2 5'2& )#7,-2# 1.# )#0 4 ,2& # 12' ,I /3'2'#1 !-,-+'12 $-0 2&# -++-,5# *2& ,) ," 0#%3* 0 .0#1#,2#0 -, Channel 7â&#x20AC;&#x2122;s Sunrise program
First class line up The INVEST Mackay-Isaac-Whitsunday Conference 2011 promises to thrill even the most seasoned investor with an exciting and well-respected line up of professional speakers.
ConďŹ rmed speakers include: d '!& #* -!&# N 3##,1* ," #1-30!# -3,!'* d # #!! ,"0#51 N #%'-, * #4#*-.+#,2 3120 *' d #$$ 12#** 1 N *# , #!&,-*-%7 3120 * 1' d #'* 4#,.-02 N #12 1130#" d 2#4# -01- N &-*#1 *# ,4#12-0 The focus of this yearâ&#x20AC;&#x2122;s event will be the showcasing of opportunities in clean technology and hotel development; two industries set to explode onto the regionâ&#x20AC;&#x2122;s economic landscape. -,U2 +'11 2&'1 %0# 2 -..-023,'27 2- ,#25-0) ," + )# 4 *3 *# ',"31207 contacts. &# !) 7 1 ! &'213," 7 -,$#0#,!# :B99 N -, .0'* 9<I :B99 '1 , event not to be missed. For more information, visit www.investmackay.com.au today!
Cleantech Investing: An Australian Investment Strategy Australia is well known internationally for ‘punching above its weight’ in the development of clean technologies. The country has a long history of large distances with distributed electrical grids, water shortage, and innovative research organisations that have operated for a long time in this field including CSIRO, UNSW and UQ. Particular Australian strengths include renewables, energy efficiency, water, recycling and waste and storage. Renewable energy is a clear growth sector in Australia. For example, the number of installed solar photovoltaic systems has grown by nearly ten times in the last two years (source: Clean Energy Council). There is a raft of innovative technologies entering this market worldwide, for example micro inverters, higher efficiency cells, and solar concentrators. Solar hot water is experiencing similar levels of growth and technology innovation. Other areas of interest are improved wind technologies (e.g. gearboxes), power from ocean waves and tidal systems, small wind turbines, solar thermal and geothermal.
The Australian cleantech market has grown substantially in the last 5 years and will continue to accelerate as the underlying drivers of change – resource scarcity and climate change risk – drive behavioral change globally.
Energy efficiency is also experiencing high levels of current growth. This is not surprising, and has been long awaited-I was actively involved in the design and first on-road trial of a LED traffic light in Victoria in the late 1990’s which reduced energy consumption by up to 80%. Products of this type have now achieved mainstream adoption worldwide. Key areas for energy efficiency include lighting (both commercial, street lighting and domestic), voltage regulation and power factor correction and energy efficient devices (e.g. reduction of standby power).
Definitions of cleantech vary, but generally include the following subsectors: renewable energy such as solar, energy efficiency (e.g. lighting), water, recycling and waste, clean coal and gas, smart grid, storage (e.g. batteries), air quality, CO2 reduction in industry, biofuels, advanced materials and agriculture.
Regular periods of extreme water shortage is a prominent theme in Australia, and has led to the development of highly innovative technologies in agriculture such as automated irrigation systems. In addition, waste water treatment is highly energy intensive and there is significant innovation in post tertiary treatment systems to improve energy efficiency.
The investment opportunities in Cleantech in Australia generally fall into one of two segments: 1. newly invented technologies which need to be technically de-risked and built into solid technology based companies with world class intellectual property; and 2. existing companies that can achieve high growth rates and profitability within the domestic market.
Recycling and waste are also showing strong growth prospects. There are several underlying drivers in this area driving growth – a community and government drive towards zero waste to landfill, the opportunity to use waste for energy, and an increasing awareness of the long term impacts of poor environmental practices on human health and development. Opportunities in this area have a more project orientated focus so the investment strategy has to be tailored accordingly.
The trick from an investment perspective is to identify the appropriate markets and technologies by subsector and by investment opportunity, and have enough experience in both to identify key risks such as how channels to market evolve with the adoption of a new technology. This generally takes years of practical experience to build up within an investment team and is as much an art as a science.
Energy storage is a key future challenge. Many renewable energy technologies are not base load because they cannot generate 24x7 – e.g. PV stops generating when the sun goes down. Wind is intermittent so requires smoothing. Electric vehicles and consumer devices have high energy requirements only partially met by today’s technologies. Australia has developed several strong world leading technologies in this area.
You can not necessarily take the lessons from one subsector and automatically apply them to another without a deep understanding of a variety of key factors, and how they interact, including technology, intellectual property, regulation, government policy, capital intensity, working capital cycles, equity and project debt structures and availability, management capability, market definition, value proposition and channels to name just a few!
In summary, there are great opportunities in clean technology investing for those who are prepared to spend the time understanding in detail the interactions between new technologies, energy and water markets and government policy in this area. Written by Andrew Pickering, Managing Director, Cleantech Ventures Pty Ltd, managers of the CEGT Fund and the Cleantech Australia Fund
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M&A Law
MASTERCLASS 2011
The ALB Masterclass Series is proud to present the premier professional development event for M&A lawyers and industry practitioners. Gain insight into key legislative decisions and commercial trends shaping the deal landscape and strategies to navigate the current market.
YOUR LEADING SPEAKERS INCLUDE: UDE:
2010 was the busiest year for M&A since 2007, with Australia among the most targeted nations within the region. Cross-border acquisitions into Australian companies were 48.5% higher in 2010 than 2009, reaching US$53bn and Australia had the highest private equity-involvement M&A activity in the region. PROGRAM HIGHLIGHTS: Deal protections in friendly takeovers: Lessons learned from the Takeovers Panel decision in Ross Human Directions Ltd Impact of 2010 headline deals on the M&A landscape Implementing M&A transactions: Key structures and their uses Commercial trends and the future of M&A M&A activity in the energy and resources sector Recent directions in foreign investment laws and policies: Effects of amendments to the Foreign Acquisitions and Takeovers Act 1975 (Cth) and analysis of case studies How is private equity driving M&A activity and how are deals being structured? Trends and drivers of cross-border activity in the region: Spotlight on China and India Masterclass runs 8:30am-5:00pm
Alberto Colla partner Minter Ellison
Rebecca MaslenStannage partner Freehills
Tony Damian partner Freehills
Thomas McAuliffe senior associate Allens Arthur Robinson
Greg Golding partner Mallesons Stephen Jaques
Rory Moriarty partner Clayton Utz
Katherine Howard partner Deloitte
Denis Rayel managing director Natixis
Murray Landis partner Middletons
Justin Shmith partner Blake Dawson
Iain Laughland partner Corrs Chambers Westgarth
Tom Story partner Allens Arthur Robinson
Richard Lewis partner & head of private equity Corrs Chambers Westgarth
John Sullivan partner Mallesons Stephen Jaques Peter Thornely partner â&#x20AC;&#x201C; M&A Grant Thornton
Sydney: Tuesday 17 May 2011 The Menzies Hotel, 14 Carrington St
HOW TO REGISTER Visit: www.albmasterclass.com Phone: (02) 8437 4726 E-mail: eventqueries@keymedia.com.au
Exclusive discount for Wholesale Inve stor readers: Save $220 per person!
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Researched by
BIO TECH
Company Name Sector Year Established Business Stage Location
KarmelSonix Ltd (ASX:KSX) Biomedical Devices 2006 Commercialisation Australia, US, EU
Executive Summary KarmelSonix (KSX) is a commercial stage, ASX listed, medical device company that manufactures and sells products that assist with diagnosis and management of asthma, chronic obstructive pulmonary diseases (COPD) and related lung function illnesses. KSX devices use proprietary acoustic sensors and novel algorithms to listen to the sound of air moving through the airways and into the lung, and translate the sounds into useful clinical data associated with wheeze, cough and other symptoms of upper respiratory illnesses. The KSX products are used by asthma and allergy specialists, pulmonologists and general practitioners in the US, Europe, and Australia. KSX products have received key regulatory approvals (FDA, CE Mark, TGA, KFDA) in major markets.
Competitive Advantages d -$$#01 2&# -,*7 ..0-4#" "#4'!# 2- "' %,-1# ," +-,'2-0 ,-!230, * 12&+ .0#4 *#,2 ', many Obstructive Sleep Apnea (OSA) patients d ,*')# 2-" 7U1 *3,% $3,!2'-, 2#12 "#4'!#1 s13!& 1 1.'0-+#207t 2& 2 ! ,,-2 # 31#" 7 * 0%# fraction of pediatric, disabled and elderly patients, (up to 10% of patients), KSX provides 100% patient coverage. This represents 50M patients globally and an annual addressable market of nearly $2B per annum d & 1 1'%,#" 3. .0-"3!2 "'120' 32-01 ', )#7 + 0)#21 -$ 2&# I ," 1' d & 1 ,3+ #0 -$ )#7 ,!&-0 0#* 2'-,1&'.1 ', 0#*#4 ,2 + 0)#21 2& 2 5'** .0-4'"# *#4#0 %#" market channels d 2#!&,-*-%7 & 1 4#07 120-,% ," 0- " ',2#**#!23 * .0-.#027 .0-2#!2'-,
Key Investment Highlights
Board & Management: Ross Haghighat - Chairman and CEO 25+ years of new venture creation and venture $', ,!',% @ 12 02 3.1I ; ^ 1I {9GA ', 1& 0#&-*"#0 value created. Jerry Korten - Non Executive Director, VP â&#x20AC;&#x201C; GE Healthcare - Respiratory Business 25 years of private and public company executive experience. Currently VP Technology Development at GE Healthcare Respiratory. Paul Hopper - Non Executive Director, Managing Director of Cappello Group - A US Based ,4#12+#,2 ,)',% '0+ 20+ years experience in international public companies focusing on biotechnology, nutraceuticals, ," +#"'! * ^ &# *2&! 0# 1#04'!#1G 6.#0'#,!# ', 1I public and private M&A and capital markets. Paul Eisen - Executive Director 25+ years senior executive experience in respiratory and sleep treatment market segments. Former Sr. Vice President and Managing Director $-0 1' ! 2 #1 #"I ,!G
Share Information
As at 16 March 2011
Code
ASX:KSX
Market Capitalisation
14,234,197
Current Share Price
$0.0180
52 Week High
0.0350
52 Week Low
0.0120
d -$$#01 $'012 +-4#0 "4 ,2 %# ', 2&# 0 .'"*7 %0-5',% {;B ,,3 * + 0)#2 $-0 12&+ ," COPD and is a sole player in the growing $2B segment noted above d .0-"3!21 & 4# 0#!#'4#" ** 2&# 0#*#4 ,2 0#%3* 2-07 ..0-4 *1 ', )#7 + 0)#21 -$ 2&# I I Australia. Secondary market approvals (Japan, China, Taiwan, Korea are expected in 2011) d .0-"3!21 0# 1#" -, T1+ 02 !&'.U 5'2& .0-.0'#2 07 *%-0'2&+1G 1 13!&I 2&#7 #,#$'2 from economy of scale. KSX estimates it can maintain a 50% margin business even as it rapidly expands d .0-"3!21 & 4# ##, 0#!-%,'1#" 25- 7# 01 ', 0-5 1 &# -12 ,,-4 2'4# 0-"3!21 of the Year in Europe and in the US (2009, 2010) by the prestigious Frost & Sullivan Group
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for KarmelSonix Ltd (ASX:KSX).
11
BIO TECH
Company Name Sector Year Established Business Stage Location
Eastland Medical Systems Ltd (ASX:EMS) Biotechnology :BB9 ASX Listed #12#0, 3120 *'
Executive Summary Eastland Medical Systems Ltd (EMS) is an Australian based Biotechnology licensing company. Our focus is the identification, in-licensing and value adding to new or novel applications of existing medicines. This strategy results in a greatly de-risked project portfolio. EMS adds value by managing the development program. Our revenue model is based on out-licensing or trade sale of the asset. Our current lead project is ArTiMistâ&#x201E;˘ a sublingual (under the tongue) anti-malarial for the treatment of childhood malaria.
Current Projects d 300#,2 *# " .0-(#!2 '1 0 ' '12gI 13 *',%3 * s3,"#0 2&# 2-,%3#t ,2'L+ * 0' * $-0 2&# treatment of childhood malaria that contains the anti-malarial compound Artemether, a well-established drug for the treatment of malaria d & 1 2&# *'!#,!# $-0 $0'! I 1' I ,"' ," 2&# !'$'! 0#%'-,1I , 0# 2& 2 !-,2 ',1 -32 97% of the worldâ&#x20AC;&#x2122;s malaria cases d &# .0#*'+', 07 0 5 " 2 ," - 1#04 2'-,1 $0-+ 2&# !300#,2 & 1# BB< !*','! * 20' * !-,2',3#1 2- !-,$'0+ # 0*'#0 0#13*21 $0-+ 2&# & 1# BB; 20' * ," .0-4'"# !-,4',!',% argument for sub-lingual delivery of Artemether for the treatment of childhood malaria d ,#!"-2 * 0#.-021 $0-+ 2&# +#"'! * 12 $$ ," - 1#04#01 !-3.*#" 5'2& 2&# !*','! * " 2 1&-5 %0# 2#0 2& , ABÂ . 0 1'2# 0#"3!2'-, 5'2&', :< &-301 ," !-+ 2-1# !&'*"0#, 1--, 1'22',% 3. in their beds
Key Investment Highlights d -+.*#2'-, -$ !300#,2 9=B . 2'#,2 & 1# ,"-+'1#"I .#, #**#"I !2'4# -,20-**#"I 3*2' #,20#I 3.#0'-0'27 0' * -$ 0 ' '12g #0131 ,20 4#,-31 3',',# ', &'*"0#, 5'2& #4#0# -0 -+.*'! 2#" *!'. 03+ * 0' I -0 ,!-+.*'! 2#" *!'. 03+ * 0' 5'2& 120-',2#12', * -+.*'! 2'-,1G 3# $-0 !-+.*#2'-, ;0" /3 02#0 :B99 d 32 '!#,1',%o 0 "# 1 *# -$ 0 ' '12g .0-(#!2G & 4# & " .0#*'+', 07 ',2#0#12 $0-+ a number of groups d 12* ,"U1 5&-**7 -5,#" 13 1'"' 07I #12!- 12 30%'! * ," #"'! * 3..*'#1 0# !-,2',3',% to aggressively target new business, EMS believes that there will be a number of highlights $0-+ 2&'1 0# "30',% 2&# ,#62 9: +-,2&1 d "#,2'$'! 2'-, ," ',L*'!#,1',% -$ $-**-5 -, .0-(#!2G # 0# !2'4#*7 1-30!',% ,#5 opportunities to follow on from ArTiMistâ&#x201E;˘
Board & Management: Peter Jooste QC L -,L 6#!32'4# & '0+ , #2#0 --12# 5 1 ..-',2#" 3##,1 -3,1#* ', 9AA? and practises principally in corporations law, particularly schemes of arrangement and reconstruction. He was an inaugural member of 2&# )#-4#01 ,#* ," $-0+#0 0#1'"#,2 -$ 2&# ,2#0, 2'-, * 31',#11 -3,!'* ', ," & 1 !2#" ', ,3+#0-31 2 )#-4#01I +#0%#01 ," !/3'1'2'-,1G Michael Stewart L -,L 6#!32'4# '0#!2-0 Mr Stewart has a broad corporate and management background with a strong understanding of the financial markets. Mr Stewart has been extensively ',4-*4#" ', '* 2#0 * "-,-0 $3,"#" ," -0*" ,) !-L$', ,!#" '" 0-(#!21 ', 3,"#0L"#4#*-.#" !-3,20'#1G Stephen Carter L &'#$ 6#!32'4# $$'!#0o 6#!32'4# '0#!2-0 0 02#0 & 1 #62#,1'4# .& 0+ !#32'! * ',"31207 experience and has held a variety of senior positions with listed and unlisted public companies, ',!*3"',% 0-*#1 1 & '0+ , ," , %',% '0#!2-0G He has extensive contacts and experience in the financial markets and the pharmaceutical industry.
Share Information
As at 16 March 2011
Code
ASX:EMS
Market Capitalisation
12,715,892
Current Share Price
$0.0280
52 Week High
0.0970
52 Week Low
0.0250
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Eastland Medical Systems Ltd (ASX:EMS).
12
BIO TECH
Company Name Sector Year Established Business Stage Location
Anteo Diagnostics Limited (ASX:ADO) Biotechnology Bio-Layer: 2006; Anteo: 2008 ASX Listed Sydney, Brisbane, Australia
Executive Summary Anteo Diagnostics Ltd (formerly Bio-Layer Corporation) has developed a novel approach to binding antibodies to a solid surface as is required in immunoassays – about 20% of the $36 billion global in vitro diagnostic (IVD) market. The technology, known as Mix&Go™, is patent protected, is already generating revenues from several globally recognised participants in the IVD sector (Merck, Bangs Laboratories) and is currently being assessed by many of the other market participants. Anteo has demonstrated further applications of the technology in several other large market segments such as clinical assay development, Point of Care (POC) testing and Separations/ Purifications of biological materials. They have attracted the attention of global market leaders in these fields and many are currently conducting in-house trials to demonstrate the commercial benefits in their product ranges.
Competitive Advantages d ,2#-U1 130$ !# !- 2',% $-0 2#12',%I ! **#" '6^ -gI **-51 $ 12#0 ',"',% -$ ,2' -"'#1 2- a solid surface and contributes to the faster development of new assays d &# 1#,1'2'4'27 -$ 11 71 "#4#*-.#" 31',% '6^ -g '1 0-32',#*7 1'%,'$'! ,2*7 &'%&#0 2& , conventional tests. This means earlier detection of disease with broader treatment options OR less expensive tests d ,3$ !230',% -$ "' %,-12'! 2#121 5'2& '6^ -g '1 !-,1'"#0 *7 $ 12#0 2& , !-,4#,2'-, * methods d '6^ -g ! , *# " 2- 0#"3!2'-, ', 2!& 2- 2!& 4 0' '*'27 ', 2#12 + ,3$ !230# d '6^ -g 2#!&,-*-%7 ! , ..# * 2- 5'"# 1.#!203+ -$ !*'#,21 ',!*3"',% # " + ,3$ !230#01I test developers, test manufacturers and life science companies
Board & Management: James Henderson - Chairman & Non-Executive Director BComm, CA James has had many years experience in advising emerging companies on corporate strategy and structure, capital raising and commercial negotiations. Richard Martin - Non-Executive Director BBus, CA '!& 0"U1 5-0) & 1 ',!*3"#" !-+.*#6 31',#11 structuring and corporate transactions of small & large enterprises. Lara Iacusso - Non-Executive Director BBus, CA, F.FINSIA Lara has over 20 years experience in investment banking and corporate finance services. Geoff Cumming - Chief Executive Officer B.App.Sc, B.Sc.(Hons.), MBA, PhD, MAICD Geoff has over 20 years experience in the healthcare and biotechnology market ranging from pure research, sales and marketing to management and board seats. N. Joe Maeji - Chief Scientific Officer PhD Joe has more than 20 years of experience in the commercialisation of products and technologies at the interface of chemistry and biology.
Share Information
As at 16 March 2011
Code
ASX:ADO
Market Capitalisation
49,291,181
Current Share Price
$0.0660
52 Week High
0.1050
52 Week Low
0.0350
Key Investment Highlights d Mix&Go™ is currently being sold and the company believes that further licenses/supply agreements are imminent d 0-"3!2 1 *#1 ',2- ,-,L + 0)#21 "- ,-2 0#/3'0# $302&#0 0#1# 0!& ," "#4#*-.+#,2 d '6^ -g & 1 ##, 1&-5, 2- %#,#0 2# 1'%,'$'! ,2 '+.0-4#+#,21 -, 2&# .0-"3!21 2& 2 + )# up commercially valuable markets d $ +'*7 -$ . 2#,2 ..*'! 2'-,1 & 1 ##, $'*#" 2- .0-2#!2 !-0# 2#!&,-*-%7 d &# 31',#11 +-"#* "-.2#" 7 2&# !-+. ,7 "-#1 ,-2 0#/3'0# 1'%,'$'! ,2 ',!0# 1#1 ', headcount to access the range of markets being pursued. As a result revenues are expected to largely fall through to the bottom line d &#0# '1 2&# .-2#,2' * $-0 1.',L-32 !-+. ,'#1 2- # $-0+#" 2- #6.*-'2 2&# .-2#,2' * -$$#0#" 7 the technology in non-core areas
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Anteo Diagnostics Limited (ASX:ADO).
13
BIO TECH
Company Name Sector Year Established Business Stage Location
Progen Pharmaceuticals Limited (ASX:PGL) & 0+ !#32'! *1 ^ '-2#!&,-*-%7 '12#" -, 2&# ', 9AA= ASX Listed/Commercialisation 0'1 ,#I 3120 *'
Executive Summary Progen Pharmaceuticals Limited (Progen) is a dual listed Australian (ASX:PGL & US OTC: PGLA) clinical stage oncology drug development company committed to improving patient outcomes whilst creating long term shareholder value through the discovery and development of novel cancer therapeutics. In the developed world one in three people develop cancer during their lives and every fifth person will die from it. Progen’s core focus is the development of its anti-angiogenesis and anti-metastatic oncology product pipeline, which includes the compounds muparfostat (PI-88) and PG545. This dual mechanism therapeutic approach focuses on controlling both tumour growth and spread. The commercial potential of Progen’s compounds under development is demonstrated by the 2009 sales for the three leading anti-angiogenic therapies Avastin®, Nexavar® and Sutent® totalling US$7.77 billion.
Competitive Advantages d 0-"3!2 .'.#*',# 3'*2 0-3," 2&# 1!'#,!# -$ &#. 0 , 13*.& 2# +'+#2'!1 ^ &#. 0 , 1# inhibition, research team of unparalleled talent & a strong & experienced leadership group d ,!-*-%7 03% #4#*-.+#,2 L ! ,!#0 '1 *# "',% ! 31# -$ "# 2& 5-0*"5'"#G 3*2'.*# oncology indications for Progen’s compounds are possible d & 0+ 7,2& 27 2"I 5&-**7 -5,#" 13 1'"' 07I '1 !-,20 !2 '-L.& 0+ !#32'! * manufacturing business, serving the pharmaceutical, biotechnology and veterinary industries d 0-%#, 1& 0#1 20 "# 2 !-,1'"#0 *# "'1!-3,2 2- 2&# !-+. ,7U1 #2 ,%' *# 11#21 s t
Key Investment Highlights d =<= & 1# 9 !*','! * 20' * ', "4 ,!#" ! ,!#0 . 2'#,21 ','2' 2#" ', < :B9B d '!#,1# ," -** -0 2'-, %0##+#,2 5'2& . 02,#0 #"'%#, '-2#!&,-*-%7 -0.-0 2'-, $-0 2&# %*- * "#4#*-.+#,2 -$ +3. 0$-12 2 s L@@t $-0 -,!-*-%7 ',"'! 2'-,1G #"'%#, .* , 2- !-++#,!# & 1# ; !*','! * 20' * ', *'4#0 ! ,!#0 ', :B99G -7 *2'#1 ," +'*#12-,#1 0# . 7 *# to Progen d -++#,!#" , 220 !2'4# "'4#12+#,2 .0-%0 + !-,2 ',',% -,!-*-%7 #.'%#,#2'! ," anti-proliferation compounds – Epi Pharmaceuticals Inc d 6!*31'4# 5-0*"5'"# ',2#**#!23 * .0-.#027 0'%&21J =<= '1 .0-.0'#2 07 !-+.-3," "#4#*-.#" from an in-house rational drug discovery program and PI-88 is exclusively in-licensed from the Australian National University d & 0+ 7,2& '1 .0-$'2 *# 13 1'"' 07 d 0-%#, '1 $-!31#" -, 2&# %0-5',% + 0)#2 1#!2-0 -$ -,!-*-%7G , :BBAI 2&# %*- * ,2'! ,!#0 + 0)#2 5 1 #12'+ 2#" 2- # 5-02& ,# 0*7 {=: , %0-5',% 7 ,# 0*7 A 7# 0 -, 7# 0
14
Board & Management: Mrs Sue MacLeman - Chief Executive Officer & 0+ )2% -+ 5I :B 7# 01 ', '-2#!&,-*-%7G -0+#0 -$ ' 2" ," #,'2#! 2"G , %#+#,2 .-1'2'-,1 5'2& !&#0',% *-3%&I +%#, ," 0'12-* 7#01 /3' Pharmaceuticals. Mr Paul Dixon L #,#0 * , %#0 ', ,!# ^ Company Secretary 31 s !!2t Ms Fleur Lankesheer L '0#!2-0 #% * ^ 31',#11 #4#*-.+#,2 ! Dr Ian Bytheway L '0#!2-0 #1# 0!& ^ #4#*-.+#,2 ! & Dr Keith Dredge L '0#!2-0 0#!*','! * #4#*-.+#,2 ! & Mr Darryn Bampton L '0#!2-0 #%3* 2-07 $$ '01 ^ *','! * #4#*-.+#,2 ! '. s #% $$t Mr Les Tillack - Chief Executive Officer, PharmaSynth ! s &#+t Mr Stuart James - Independent Non-Executive Chairman s -,1t
Share Information
As at 16 March 2011
Code
ASX:PGL
Market Capitalisation
9,018,820
Current Share Price
$0.3650
52 Week High
0.6000
52 Week Low
0.2800
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Progen Pharmaceuticals Limited (ASX:PGL).
BIO TECH
Targeted Cancer Treatment
Company Name Sector Year Established Business Stage Location
Viralytics Limited s J t Healthcare 9A@> Phase I/II Development, ASX Listed Sydney and Newcastle
Executive Summary Viralytics is developing oncolytic viruses to treat a range of cancers. Oncolytic viruses are viruses that selectively target cancer cells. Viralytics is undertaking human trials in a range of cancers using a naturally occurring common cold virus (CAVATAKâ&#x201E;˘). Our most advanced clinical trial program is in melanoma. Viralytics is currently in discussions with the US Federal Drug Authority to commence a US based Phase II trial. Viralytics is completing a Phase I intravenous trial in Melanoma, Breast and Prostate cancer at 2 Australian Hospitals, and a Phase I intratumoural trial in Head and Neck cancer at 4 Australian hospitals. Viralytics has a strong pre-clinical pipeline in a range of other cancer indications such as multiple myeloma, pancreatic, bladder, lung, and primary brain cancer.
Competitive Advantages d -2#,2' * $-0 , #$$#!2'4# ! ,!#0 20# 2+#,2 2& 2 -2& #62#,"1 ," .0-4'"#1 #22#0 quality of *'$# 2& , #6'12',% 20# 2+#,21 d -2#,2' * 2- 20# 2 ! ,!#01 2& 2 ! ,,-2 # 20# 2#" 5'2& #6'12',% .0-"3!21 d g "'0#!2*7 22 !)1 ! ,!#0 !#**1G -+.#2',% 4'0-2&#0 .7 .0-"3!21 s1'+'* 0 2- !&#+- therapy products) target all cells in the body and are then activated if the cell is a tumour cell d g '1 ,-2 %#,#2'! **7 *2#0#" d gU1 1+ ** 1'8# **-51 2&# 4'031 2- "'120' 32#" 2&0-3%&-32 2&# -"7 d gU1 0 .'" 0#.*'! 2'-, !7!*# ',!0# 1#1 2&# 0 2# -$ ! ,!#0 !#** "# 2& 5&'!& '1 '+.-02 ,2 in an aggressively growing tumour
Key Investment Highlights d -+. 0 2'4# 4 *3#J '012 + (-0 '0-2&#0 .7 "# * ,,-3,!#" ', ,3 07 :B99G & 1# III !-+. ,7 5 1 !/3'0#" $-0 { 9 s{ <:=+ ! 1& .*31 {=?=+ +'*#12-,# . 7+#,21tG '0 *72'!1 + 0)#2 4 *3# {:=+ d & 1# 20' * 3,"#0 "'1!311'-, 5'2& 2&# #"#0 * 03% 32&-0'27 d #+-,120 2#" 1 $#27 .0-$'*# ', & 1# 123"'#1 d *# 0 3,+#2 ,##" ', + (-0 5-0*" + 0)#21 d 2#,21 #$$#!2'4#*7 .0-4'"# +-,-.-*7 + 0)#2 .-1'2'-, d g & 1 120-,% .0#L!*','! * -,!-*72'! !2'4'27 d 6.#0'#,!#" ',2#0, 2'-, * '-2#!&,-*-%7 - 0" d #07 *# , -4#0&# " 1203!230# 5'2& $3,"1 "'0#!2#" 2- !*','! * "#4#*-.+#,2 d 20-,% -02& +#0'! , ',2#0#12 ', '0-2&#0 .7G 0)#2',% #$$-02 2- # "'0#!2#" 2- 2&'1 + 0)#2 ', the coming year
Board & Management: Paul Hopper L -, 6#!32'4# & '0+ , US based â&#x20AC;&#x201C; Director of a number of Australian and NASDAQ listed biotechnology companies. Head of the Australian desk and Head of the Life Sciences and Biotechnology practice at the Los Angeles merchant bank Cappello Capital. Phillip Altman L -, 6#!32'4# '0#!2-0 Australian authority on clinical trials. Co-founder of the largest professional body of pharmaceutical industry scientists involved in clinical research and regulatory affairs (ARCS). Peter Molloy L -, 6#!32'4# '0#!2-0 ,2#0, 2'-, * #6.#0'#,!#" .& 0+ !#32'! * ," '-2#!&,-*-%7 #6#!32'4#G 0#4'-31*7 , %',% '0#!2-0 of Biota Holding and VP of Strategic Marketing for & 0+ !' I 2 2&# 2'+# -,# -$ 2&# 2-. :B %*- * pharmaceutical companies. Bryan Dulhunty - Managing Director 1',!# :BB> N 120-,% $', ,!' * $-!31 -, 0',%',% ! .'2 * ',2#,1'4# .0-(#!21 2- + 0)#2 -, time and in budget. Previously a director and #6#!32'4# -$ ,3+ #0 -$ *'12#" ," ,-,L*'12#" biotechnology companies.
Share Information
As at 16 March 2011
Code
ASX:VLA
Market Capitalisation
23,245,382
Current Share Price
$0.0410
52 Week High
0.0790
52 Week Low
0.0280
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for '0 *72'!1 '+'2#" s J tG
15
BIO TECH
Company Name Sector Year Established Business Stage Location
%#,'6 '+'2#" s J t Biopharmaceuticals 9A@? Clinical Melbourne, Australia
Executive Summary Agenix is a Melbourne-based international biotechnology company with operations in China. Uniquely for an Australian company, Agenix has taken a monoclonal antibody from bench-top to manufacture. In Australia, Agen Biomedical, a spin-out from the Queensland University of Technology, originally developed and successfully commercialised a suite of medical diagnostic tests. A new board has transformed the company into a super-generics play with a focus in China and is developing a next generation anti-hepatitis B drug for the lucrative China market, has the rights to generic adefovir outside of China and â&#x20AC;&#x2DC;in-principalâ&#x20AC;&#x2122; rights to a pipeline of anti-virals.
Competitive Advantages d '4# .'** 0 %0-52& . 2&J ',2#0, * "#4#*-.+#,2 -$ "03% ! ,"'" 2#1I . 02,#0',%I ',L*'!#,1',% ', core areas, M&A or distressed assets and a focus on patient outcomes d #!30# J &0-+ -4'#5f '1 . 2#,2#" 2- :B:: ', I I ',% .-0#I 3120 *' I G .0-L"03% . 2#,2#" ', &', 2- :B:? d 20-,% ," "##. 0#* 2'-,1&'.1 ', &', J -** -0 2'-,1 5'2& 2&# ,12'232# -$ & 0+ !-*-%7 ," -6'!-*-%7 s tI &',#1# '*'2 07 ! "#+7 -$ #"'! * !'#,!# ," 2&# ,12'232# -$ #"'!', * '-2#!&,-*-%7 s t -$ 2&# &',#1# ! "#+7 -$ #"'! * !'#,!#1 ', #'(',% d $-!31 -, 2&# -22-+ *',#J &# !-+. ,7 '1 1##)',% 2- #,130# 2& 2 '2 '1 "#/3 2#*7 $3,"#" 2&0-3%& ,3+ #0 -$ 0#!#,2 20 ,1 !2'-,1I ',!*3"',% 2&# 0#!#'.2 -$ {; ', #!#+ #0 :B9B $0-+ its China recoveries and a well supported recent rights issue
Board & Management: Nicholas Weston L 6#!32'4# & '0+ , G !GI G G '!) #12-, & 1 *-,% 20 !) 0#!-0" -$ 120-,% execution in a variety of roles and broad exposure and understanding of international technology based businesses. Anthony Lee - Director G !G (-0 ', ,)',% ^ ', ,!# ,2&-,7 ## & 1 -4#0 9= 7# 01 ',2#0, 2'-, * 31',#11 experience and has been actively involved in business "#4#*-.+#,2I .0-(#!2 + , %#+#,2I !-12 management, marketing, quality control and growth. Christopher McNamara - Director Chris has extensive experience with business operations in Asia, and with management of property and equity investment portfolios. Tang Wen Sen - Chairman - Agenix Biopharmaceutical & ,%& ' G !G Mr Tang has had a long and distinguished career in China business, including the successful development of a Chinese antioxidant drug with the Academy of '*'2 07 #"'! * !'#,!#1 s tG
Share Information
As at 16 March 2011
Code
ASX:AGX
Market Capitalisation
16,157,507
Current Share Price
$0.0220
Key Investment Highlights
52 Week High
0.0470
d 5- & 1# 20' *1 13!!#11$3**7 !-+.*#2#" $-0 &0-+ - '#5f d '+ 2- "'4#12 &0-+ - '#5f $0 ,!&'1# -0 . 02,#0 *-5 !-12 & 1# 20' * ', &', d "#,2'$'#" T+312L& 4#U 31',#11 ! 1# ', 3,+#2 +#"'! * ..*'! 2'-,1 ," T25',,',%U ..*'! 2'-,1 $-0 &0-+ - '#5f 2- 13..-02 *-,% 2#0+ -4#* 0 * ,2'L - %3* ,2 s t therapy d 0%# + 0)#2 -..-023,'27 $-0 #. 2'2'1 20# 2+#,2 1 #$$'! !7 -$ !-+.#2'2-01 "'+','1&#1 d 0-L"03% " .2 2'-, -$ #6'12',% !-+.-3,"I 0 2&#0 2& , 3,.0-4#, 2#!&,-*-%7 d #2 .0-$'2 -$ {:G<?@ +'**'-, ', :B9B $0-+ 0#!-4#0'#1G -121 0#"3!',% $302&#0 ', :B9Bo:B99
52 Week Low
0.0170
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for %#,'6 '+'2#" s J tG
16
BIO TECH
Company Name Sector Year Established Business Stage Location
&-1.& %#,'!1 '+'2#" s J t '$# !'#,!#1o '-2#!&,-*-%7 :BB: 2# 12 %# ," -++#0!' * #* -30,#I '!2-0'
Executive Summary Phosphagenics is a company with a platform delivery technology currently developing products for human medicine, animal medicine, dermatological and cosmetic products. The company has a robust range of cosmetic products already being sold in Australia and the US. The company also has pharmaceutical and dermatology products in late phase development and strong dermatological commercial partners around the world.
Current Projects d '012 ',L!* 11 . 2!& "#*'4#0',% 1312 ',#" 0#*# 1# -67!-"-,# ',2- 2&# *--"120# + 4' f technology. Controlled dosing and reduced risk profile for opioid abuse d -0*"L$'012 20 ,1"#0+ **7 "#*'4#0#" 1312 ',#" 0#*# 1# ',13*', -4#0 @L9: &-30 .#0'-" 31',% f "#*'4#07 2#!&,-*-%7 d 0%#2#" 2-.'! * *-! *'1#" "'!*-$#, ! %#* 31#" $-0 20# 2+#,2 -$ 1.0 ',1 ," 120 ',1 d 0#2',-', 31#" $-0 2-.'! * 20# 2+#,2 -$ !,# N 5'2& .0#L!*','! * 123"'#1 "#+-,120 2',% , ',!0# 1# ', 2&# "#0+ * 1-0.2'-, -$ 0#2',-', 5&#, 31',% &-1.& %#,'!1U f delivery technology d #01-, * 0# N !-1+#2'!1 .0-"3!21 *0# "7 -, 2&# + 0)#2I -2& ', 3120 *' ," 2&#
Key Investment Highlights d ,'/3# ," " .2 *# 2#!&,-*-%7 N ! , # 32'*'1#" $-0 !-3,2*#11 ..*'! 2'-,1 d -0.-0 2# 120 2#%7 $-!31#" -, !&'#4',% 1&-02 2#0+ ! 1& %#,#0 2'-, d -,% 2#0+ 0- " $-!31 ," + '2'-,1 $-0 .& 0+ !#32'! * .0-"3!21 d , +3*2'.*# + 0)#21 N "'4#01'$'#" d 312 ', *# %0-52& ," #6. ,1'-, N 5'2& 3," ,2 4 *3# !0# 2'-, -..-023,'2'#1 d 0-"3!21 *0# "7 + 0)#2#" ', 3120 *' ," 2&# d 20-,% . 02,#01 ," **' ,!#1 ', 2&# ," 5'2&', 3120 *' d 0-+'1',% .0-"3!2 .'.#*',# N .& 0+ !#32'! * "#4#*-.+#,2 ', &'%& "#+ ," ," &'%& revenue sectors d '4#01'$'#" !300#,2 ," $3230# .0-"3!2 -$$#0',%1 N & 0+ !#32'! *I #01-, * 0#I ," #0+ 2-*-%7
Board & Management: Esra Ogru L & I s -,1t ..-',2#" -',2 ', .0'* :B9BG #1.-,1' '*'2'#1 include involvement in setting strategic direction, management of operations and financing activities. Harry Rosen L 0#1'"#,2 ^ I ,# -$ 2&# $-3,"#01 -$ #2 2#,# '+'2#" ," #,#&3012 2"I 25- $-0+#0*7 L*'12#" !-+. ,'#1 5&'!& commercialised significant research and development. Jonathan Addison L & '0+ , ^ ,"#.#,"#,2 '0#!2-0 ! s 1tI I s ,0t 0 ""'1-, & 1 -4#0 ;B 7# 01 ', 2&# ',4#12+#,2 + , %#+#,2 ',"31207I ',!*3"',% 5'"# #6.#0'#,!# ', 13.#0 ,,3 2'-,G 300#,2*7 &# '1 2&# ,4#12+#,2 , %#0 s$-0+#0*7 3," , %#0t -$ 2&# # 2 ,"31207 +.*-7## 3.#0 ,,3 2'-, 3," s tG
Share Information
As at 16 March 2011
Code
ASX:POH
Market Capitalisation
81,366,616
Current Share Price
$0.1100
52 Week High
0.1800
52 Week Low
0.0820
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for &-1.& %#,'!1 '+'2#" s J tG
17
BIO TECH
Company Name Sector Year Established Business Stage Location
Phylogica Limited s J t Biotechnology and Pharmaceuticals :BB; Commercialisation #02&I 3120 *'
Executive Summary Phylogica is engaged in the discovery and development of novel peptide-based biopharmaceuticals. Phylogica enters into discovery alliances with large Pharmaceutical companies for which it identifies potent bioactive peptides. These deals provide access to short term revenue as well as future milestone payments and royalties. Phylogica has discovered and validated a proprietary class of targeted peptide therapeutics (Phylomers®) which constitute the most structurally diverse source of peptides available. Phylogica has made libraries of billions of Phylomers from which drug candidates can be selected using the company’s advanced screening methods. Phylogica owns this unique class of peptides, with 16 patent families, including multiple granted patents in the US and Europe. Phylogica has signed discovery deals with some of the world’s largest pharmaceutical companies, including Roche, MedImmune and Pfizer.
Board & Management: Dr Doug Wilson - Executive Chairman I & I & I I Formally Global Head of Medicine Boehringer Ingelheim. 4#01 5 0#%3* 2-07 ..0-4 * ," * 3,!& -$ 9B "03%1G Professor Paul Watt - Executive Director/CEO BSc. D. Phil (Oxon) Doctorate from Oxford, Postdoctoral Fellowships at
04 0" ," 6$-0"K <B .3 *'! 2'-,1I 9A . 2#,21G Bruce McHarrie - Non-Executive Director G -+ Director, Finance/Business Development, Telethon Institute for Child Health Research. Former roles: 11'12 ,2 '0#!2-0 '-2#!& '4'1'-,I -2&1!&'*" 11#2 Management, London, Coopers&Lybrand, Deloitte. Nick Woolf - Non-Executive Director/CFO 18 years experience in the industry, equity research ," ',4#12+#,2 ,)',%G 300#,2*7 &'#$ 31',#11 Officer and Executive Director of Oxford BioMedica. Previously, he was Head of European Biotechnology #1# 0!& 2 +0-G
Competitive Advantages d "4 ,2 %#1 -4#0 '-*-%'!1 "'1!-4#07 .* 2$-0+1 s ,2' -"'#1I .0-2#', 1! $$-*"1 -0 random peptides) d &7*-+#0 *' 0 0'#1 0# 2&# +-12 1203!230 **7 "'4#01# '-*-%'!1 *' 0 0'#1 4 '* *# d &# &'2L2-L2 0%#2 0 2'-1 $0-+ &7*-+#0f *' 0 0'#1 0# &'%& ," 2&# .0-.-02'-, -$ &'21 5&'!& 0# of high target affinity, and are biologically functional, is also high d &7*-+#01 ! , # 120 '%&2$-05 0"*7 + "# 7 !&#+'! * 17,2&#1'1 d &7*-+#01 ! , # "#*'4#0#" 7 . 2'#,2 $0'#,"*7 +# ,1 13!& 1 ',20 , 1 **7 d &7*-+#0 *' 0 0'#1 s3,*')# ,2' -"7 *' 0 0'#1t 0# ,-2 11-!' 2#" 5'2& . 2#,2 T0-7 *27 12 !)1U
Key Investment Highlights d &7*-%'! '1 &'%&*7 0#% 0"#" %*- **7 ', 2&# .#.2'"# "'1!-4#07 1. !# d &7*-%'! U1 2#!&,-*-%7 '1 1#" -, 1-3," ," !-+.#2'2'4# 1!'#,!# d &# !-+. ,7 '1 ,-5 $-!31#" -, 2&# !-0# 11#2 N '21 &7*-+#0 *' 0 0'#1 d &7*-%'! U1 .##01 0# 4 *3#" 2 +-0# 2& , {9BB +'**'-, d &# 4#0 %# !/3'1'2'-, 4 *3# $-0 "03% "'1!-4#07 !-+. ,7 *')# &7*-%'! '1 &3,"0#"1 -$ millions of dollars d &7*-+#01 -$$#0 !*# 0 "4 ,2 %#1 -4#0 !-+.#2',% '-*-%'!1 "03%1 d &7*-%'! & 1 4 *'" 2#" '21 2#!&,-*-%7 ," 120# +*',#" '21 .0-!#11#1 2- **-5 1! * '*'27 d &7*-%'! '1 !-++#0!' **7 4 *'" 2#"I & 4',% ##, !&-1#, 7 * 0%# & 0+ !#32'! * !-+. ,'#1 for discovery partnerships d ,*')# +-12 3120 *' , '-2#!&,-*-%7 !-+. ,'#1I &7*-%'! # 01 ,- 0'1) $0-+ $ '*30# in clinical trials since its candidates are licensed at the discovery stage to partners
18
Share Information
As at 16 March 2011
Code
ASX:PYC
Market Capitalisation
19,565,761
Current Share Price
$0.0690
52 Week High
0.1050
52 Week Low
0.0420
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for &7*-%'! '+'2#" s J tG
BIO TECH
Company Name Sector Year Established Business Stage Location Seeking
Mesynthes Ltd Medical Device 2007 Early stage #**',%2-,I #5 # * ," .'2 * '1',%
Executive Summary Mesynthes is a soft-tissue reconstruction company using its proprietary Endoform technology to develop regenerative tissue substitutes for reconstructive surgery and wound care. These markets represent an opportunity in excess of US$1B. Mesynthes gained marketing clearance from the United States FDA in January 2010 for Endoformâ&#x201E;˘ Dermal Template for acute and chronic wounds. In March 2011, the company secured a North American marketing and distribution agreement with a major healthcare multinational for their first Endoform based product and they have also entered into a development agreement with another major wound care multinational. A specialised manufacturing facility operating under a quality management system was commissioned in early 2011.
Board & Management: Brian Ward L ! s"'12t 0' , 0" & 1 &#*" 1#,'-0 0-*#1 ', *'$# 1!'#,!# companies over the last 20 years. Nancy Yopp L '0#!2-0 .#0 2'-,1 BS, MBA ,!7 -.. & 1 -4#0 := 7# 01 -$ 2#!&,'! *I manufacturing and operations experience in the US medical device industry. Barnaby May L '0#!2-0 #1# 0!& & Barnaby May has an extensive research and development experience in academia and industry. Phil McCaw L & '0 BBS &'* ! 5 '1 /3 *'$'#" !& 02#0#" !!-3,2 ,2 ," has served on the Boards of numerous early stage companies and is an active angel investor.
Competitive Advantages
Corporate Structure
d -+. 0#" 2- #12 *'1&#" + 0)#2 -$$#0',%1 ,"-$-0+g '1 1&#*$L12 *# 2'113# 13 12'232# 5'2&J d 32&#,2'! 1203!230#I 1'%, *1 ," 13 120 2#1 -$ 2&# , 2'4# #620 !#**3* 0 + 20'6 d 3 ,2'$' *7 13.#0'-0 *--" 4#11#* ',L%0-52& d -+.*#2# 0#+-"#**',% ," 0#.* !#+#,2 7 2&# . 2'#,21U -5, 2'113# -4#0 2'+# d *','! * -32!-+#1 ', "' #2'! ," 4#,-31 3*!#01 123"'#1 5&'!& 0# 4#07 #,!-30 %',% s,z=Bt d 6!#**#,2 120#,%2& ," & ,"*',% !& 0 !2#0'12'!1 d &0## 7# 0 1&#*$ *'$# 2 + '#,2 2#+.#0 230#1 d '.#*',# "#4#*-.+#,21 $-0 '+.* ,2 *# .0-"3!21 ," .-2#,2' * $-0 "#*'4#07 -$ !#**1I antimicrobials and bio-actives
Mesynthes is a New Zealand registered private company.
Key Investment Highlights d 312 ', *# !-+.#2'2'4# "4 ,2 %#I ', * 0%# %0-5',% + 0)#21 d * 2$-0+ 2#!&,-*-%7 13..-021 "#4#*-.+#,2 -$ +3*2'.*# &'%&L4 *3# .0-"3!21G &# $'012 .0-"3!2 will launch in 2011 and one further product is expected to launch in 2012 d #!&,-*-%7 ," 0#%3* 2-07 0'1)1 ""0#11#" d -0*" *# "',% 2# + 5'2& #6.#0'#,!#" - 0"I "4'1-07 - 0" ," ,4#12-01 L , %#+#,2 team have in excess of 60 years of combined experience in the life sciences sector. &# - 0" -$ '0#!2-01 & 1 #62#,1'4# ',2#0, 2'-, * !-++#0!' * #6.#0'#,!# ," 2&# *','! * Advisory Board is comprised of leading United States based clinicians and academics. #17,2&#1 & 1 ##, !)#" 7 #5 # * ,"U1 .0#+'#0 # 0*7L12 %# ',4#12-01 d #!30#" . 02,#01&'.1 5'2& +3*2', 2'-, * !-+. ,'#1 d #+-,120 2#" ! . '*'27 2- !&'#4# 1'%,'$'! ,2 0#13*21 5'2& *'+'2#" 0#1-30!#1G - " 2#I the company has raised $4M from private investors
Exit Strategy A number of exit options exist for investors over the ,#62 :L= 7# 01 ',!*3"',%J Acquisition by a major medical device company, a merger with an established company with complimentary technology or marketing channels, -0 , -, 13'2 *# .3 *'! #6!& ,%#G
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Mesynthes Ltd.
19
MINING
Current Projects
Company Name Sector Year Established Business Stage Location
Rox Resources Limited (ASX:RXL) ',#0 * 6.*-0 2'-, 2004 6.*-0 2'-, Northern Territory
Executive Summary Rox recently signed a joint venture agreement with Teck Australia Ltd (the Australian subsidiary of global Canadian mining giant Teck Resources) to explore its Myrtle project tenements covering 669 km² adjacent to the world class McArthur River zinc-lead mine in the Northern Territory. Teck must spend {= +'**'-, 2- # 0, , ','2' * =9 ',2#0#12 5'2&', < 7# 01 ',!*3"',% +','+3+ -$ {9 +'**'-, ," :IBBB +#20#1 -$ "0'**',% 7 :9 3*7 :B9:G #!) ! , ',!0# 1# '21 ',2#0#12 ', 2&# .0-(#!2 2- ?B 7 1.#,"',% , ""'2'-, * {9B +'**'-, s{9= +'**'-, ', 2-2 *t -4#0 , ""'2'-, * < 7# 01G An Inferred Mineral Resource of 43.6 million tonnes grading 4.09% zinc and 0.95% lead (5.04% combined zinc + lead) has been delineated to JORC Code standards at Myrtle, and Rox is extremely confident the resource will continue to grow with further drilling. Rox also owns 100% of the Marqua phosphate project in the Northern Territory located 300km south-west of Mt Isa. A 20km long strike length of phosphate bearing rocks has been identified by surface sampling (up to 39.4% P2O5) and drilling (including 6m @ 19.9% P2O5 and 5m @ 23.7% P2O5), and there is the potential for a sizeable phosphate resource to be present. The project is located only 250km from the nearest railhead and gas pipeline at Phosphate Hill.
Myrtle Zinc-Lead Project, NT Myrtle is located just 20km south of the McArthur River zinc-lead mine in the NT. An Inferred Mineral Resource of 43.6 million tonnes grading 4.09% zinc and 0.95% lead (5.04% combined zinc + lead) has been delineated to JORC Code standards at Myrtle. Only a small portion of the prospective area has been drilled, and Rox is extremely confident the resource will continue to grow with further drilling. A higher grade core zone of 15.3 million tonnes grading 5.45% zinc and 1.40% lead (6.85% combined zinc + lead) is present. Several other prospects in the tenement area have similar potential to Myrtle but are at an early stage of exploration. Teck will undertake an exploration program during 2011 consisting of geophysical surveys and at least 2,000 metres of diamond drilling. This work is expected to identify new targets as well as test the existing high grade target at the Myrtle deposit. Marqua Phosphate Project, NT Rox owns 100% of the Marqua phosphate project in the Northern Territory located 300km south-west of Mt Isa. A 20 km long strike length of phosphate bearing rocks has been identified by surface sampling (up to 39.4% P2O5) and drilling (including 6m @ 19.9% P2O5 and 5m @ 23.7% P2O5), and there is the potential for a sizeable phosphate resource to be present. The project is located only 250 km from the nearest railhead and gas pipeline at Phosphate Hill. There is currently no commercial substitute for phosphate as a fertiliser, and the market for phosphate is expanding, especially in nearby Asian countries.
Competitive Advantages d & 0# .0'!# ..0#!' 2'-, "3# 2- 5-0) .0-%0 + 2- # 3,"#02 )#, 7 Teck at Myrtle d :IBBB +#20#1 -$ "0'**',% 2 702*# ', :B99 d 6.*-0 2'-, 5-0) 2- !-++#,!# 2 0/3 d #$','2'-, -$ .&-1.& 2# 0#1-30!# 2 0/3 "30',% :B99 d 20-,% ! 1& .-1'2'-, N !300#,2*7 {<G@+ d 302&#0 ! .'2 * ',(#!2'-, -$ {9+ 7 +'"L:B99 $0-+ #6#0!'1# -$ .2'-,1 ," Teck share subscription d #5 .0-(#!2 1# 0!& !-,2',3',%
Share Information
20
As at 16 March 2011
Code
ASX:RXL
Market Capitalisation
15,347,191
Current Share Price
$0.0450
52 Week High
0.1250
52 Week Low
0.0110
MINING
Key Milestones & Investment Highlights d '%,',% -$ #!) "-!3+#,2 2'-, N 912 /3 02#0 :B99 d #!) 1& 0# 13 1!0'.2'-, ', -6I {=BBIBBB N 912 /3 02#0 :B99 d #!) 5-0) .0-%0 + 2 702*# !-++#,!#1 :," /3 02#0 :B99 d 0'**',% 7 #!) 2 702*# N ;0" ^ <2& /3 02#01 :B99 d 6.*-0 2'-, 2- !-++#,!# 2 0/3 N :," /3 02#0 :B99 d 0'**',% 7 -6 2 0/3 N ;0" /3 02#0 :B99 d W , +-,#7X .2'-,1 #6.'0# #," 3*7 :B99 N 2- 0 '1# {=BBIBBB d !/3'1'2'-, -$ ""'2'-, * 2#,#+#,21 ', 2&# 702*# 0# d #%-2' 2'-, 5'2& -02& ',',% 2- .30!& 1# ', "4 ,!#I 2&# #6'12',% {9o2-,,# acquisition payment for the Myrtle project, for 20 million RXL shares to North d -,2',3#" $-!31 -, %#,#0 2',% ,#5 .0-(#!21 d '%&*7 1)'**#" ," 13!!#11$3* + , %#+#,2 2# +
Latest News & Announcements 31 January 2011: Quarterly Report & 0# 30!& 1# * , ^ * !#+#,2J ;B -4#+ #0 :B9B Market Update: 10 November 2010 Rox Acquires Large Phosphate Project In Northern Territory: 27 October 2010 -6 #!30#1 02,#0 - "4 ,!# 702*# 6.*-0 2'-,J :9 !2- #0 :B9B
Board & Management: Ian Mulholland N , %',% '0#!2-0 B.Sc.(hons), M.Sc. Geologist with 30 years experience in exploration, development, mining and company management. Previous roles include Western Mining Corporation, 11- ',#0 *1I 22#0 0-3.I 30-0 -*"I 3++'2 Resources, Anaconda Nickel and Conquest Mining. Jeff Gresham - Chairman B.Sc.(hons) Geologist with 40 years experience in exploration, development, mining and company management. Previous roles include Western Mining Corporation, Homestake Gold, Wiluna Mines, Titan Resources, Barrick Gold. Brett Dickson L ', ,!# '0#!2-0 B.Comm. Accountant with 30 years experience in company management and corporate governance in mineral and oil sectors. Previous and current roles include '1!-4#07 #20-*#3+I 0!& # , -*"I 6-"31 ',#0 *1I 3*! , #1-30!#1 ," 830# ',#0 *1G
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Rox Resources Limited (ASX:RXL).
21
MINING
Company Name Sector Year Established Business Stage Location
Crescent Gold Limited s J t Mining (Gold) 2003 Gold Producer Western Australia
Executive Summary Crescent Gold Limited is a mining, development and exploration company based in Perth, Western Australia. With a primary focus on gold development and mining, the Company is actively mining and advancing its flagship project, the Laverton Gold Project - located 250km northeast of Kalgoorlie in Western Australia. Crescent is on track to achieve its forecast gold ore sales of >100,000 ounces per annum equivalent. Crescent has a collaborative Ore Purchase Agreement with Barrick Gold Corporation (Barrick) to process its ore through their nearby Granny Smith Mill in Laverton. This agreement has improved economics (unit costs) and operating synergies for both companies. Crescent is also actively seeking to expand its gold portfolio in Laverton as well as investigating broader opportunities.
Board & Management: Roland Hill L '0#!2-0 -* ," & 1 #62#,1'4# 0#1-30!# ',"31207 ," investment, finance and funds management experience. He has been directly associated with the mining and exploration sector for over 15 years. Geoff Stanley L -,L 6#!32'4# '0#!2-0 Geoff has over 15 years experience as an analyst with major financial institutions in New York, most recently with BMO Capital Markets and Platinum Partners, and seven years as an analyst in Australia. David Keough L -,L 6#!32'4# '0#!2-0 4'" & 1 &#*" 1#4#0 * 1#,'-0 *# "#01&'. .-1'2'-,1 5'2& !-+. ,'#1 13!& 1 -*"!-0. s 0 8'*tI &# 2-, '4#0 (Asia Pacific), Minera Alumbrera Ltd (Argentina) and * !#0 -+# ,! s 1' !'$'!tG 4'" & 1 ##, ',4-*4#" in the mining industry for more than 20 years and brings extensive international experience in mining.
Competitive Advantages d 6!#**#,2 ',4#12+#,2 +#0'2 d --" 4 *3# ', !-+. 0'1-, 2- -30 .##0 %0-3. -, ,7 +#20'! d #+-,120 *# "#*'4#07 ," 20 !) 0#!-0" d 4'-31 %0-52& ," ! .'2 * ..0#!' 2'-, -..-023,'2'#1 d ,"#0 .0-+-2#" d , 2-. 9B 3120 *' , %-*" .0-"3!#01
Share Information
Key Investment Highlights d , #12 *'1&#"I *-5 0'1) %-*" .0-"3!#0 ', #12#0, 3120 *' d 20 2#%'! 0#* 2'-,1&'. 5'2& 5-0*"U1 * 0%#12 %-*" +',',% !-+. ,7 .0-4'"#1 !!#11 2- 5-0*" class processing facility and experienced workforce d 0-"3!2'-, -$ Â&#x2026;9BBIBBB-81o7# 0 -4#0 , ','2' * ? 7# 0 +',# *'$# $0-+ .0#"-+', ,2*7 1& **-5 -.#, .'2L *# 0#1-30!#1 -$ :G9 -81 d 6.#0'#,!#" + , %#+#,2 !-+.*#+#,2#" 7 .0-4#, +',',% ," & 3* %# !-,20 !2-01 d Â&#x2026; {=B+ -$ $-0#! 12 -.#0 2',% ! 1&$*-5 $0-+ & 1# 9 -.#0 2'-,1 d ,&#"%#" %-*" .0-"3!2'-, d .'" %0-52& $-0#! 12 2&0-3%& ',!0# 1#" .0-"3!2'-,I #6.*-0 2'-,I !-,1-*'" 2'-, ," acquisitions d 3 12 ,2' * #6.*-0 2'-, 3.1'"# 2&0-3%& 1'%,'$'! ,2 * ,"&-*"',% ', .0-4#, 5-0*" !* 11 3,"#0 explored gold province d -2#,2' * 3.1'"# 2&0-3%& 30 ,'3+ #6.-130# ," 0#1!#,2 .-1'2'-, ', .-2#,2' * 5-0*" !* 11 terrain d -,2',3# 5-0)',% 2-5 0"1 %0-5',% 2&# 11#2 1# N *#4#0 %',% -$$ ! 1&$*-51
22
As at 16 March 2011
Code
ASX:CRE
Market Capitalisation
43,116,387
Current Share Price
$0.0400
52 Week High
0.1900
52 Week Low
0.0280
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for 0#1!#,2 -*" '+'2#" s J tG
MINING
Company Name Sector Year Established Business Stage Location
Gold Road Resources Limited (ASX:GOR) Gold Exploration, Mining '12#" -, ', :BB> Advanced Exploration Yamarna, WA
Executive Summary Gold Road Resources Limited (previously called Eleckra Mines Limited) is an exploration company that is actively developing its flagship Yamarna Gold Project located in Western Australia. Gold Road Resources is the 100% owner of a 4,000 km² tenement covering the majority of the Yamarna greenstone belt, an area that hosts numerous world class gold ore bodies and accounts for more than half of Australiaâ&#x20AC;&#x2122;s 8 moz annual gold production. The Project has a current JORC resource of 917,000oz Au with further drilling underway to define the recently discovered high-grade Central Bore, Hann and Byzantium Prospects. Exploration work at Central Bore has been very promising, delivering results of up to 400g/t Au and multiple high grade assays in excess of 100oz/t.
Board & Management: Ian Murray - Executive Chairman B Comm CA(SA) ACA ACMA Adv Tax Cert Ian is a chartered accountant with more than 15 years of experience in the publicly-listed resources sector. , &#*" .-1'2'-,1 5'2& -*" 2" #25##, 9AA? ," :BB= ',!*3"',% ," I -4#01##',% 2&# companyâ&#x20AC;&#x2122;s expansion into a major listed global gold production company. Ziggy Lubieniecki - General Manager BASc, MAIMM, MAIG '%%7 '1 %#-*-%'12 5'2& +-0# 2& , :B 7# 01 experience in mining and exploration and has worked for companies including Chevron Corporation, Australian Platinum Mines NL, Apex Minerals and Goldcrest Mines Limited.
Competitive Advantages d -0*"L!* 11 *-! 2'-, N 0-(#!2 *-! 2#" ', '*% 0, 0 2-,I , 0# 2& 2 &-121 %*- **7 1'%,'$'! ,2 ore bodies and produces over half of Australiaâ&#x20AC;&#x2122;s gold d 0-4#, %-*" 0#1-30!# N %-*" 0#1-30!# -$ 9AG@ +'**'-, 2-,,#1 2 9G<< %o2 3 $-0 A9?IBBB ounces of contained gold using a 0.5 g/t cut-off d #1-30!# 3.1'"# N %%0#11'4# "0'**',% ," 0#1-30!# "#*',# 2'-, .0-%0 +1 & 4# *0# "7 delivered high grade discoveries, with further drilling underway d ,"#04 *3#" N 0 "',% 2 "'1!-3,2 2- .##0 !-+. ,'#1 d -*" N 220 !2'4# !-++-"'27 5'2& 120-,% .0'!',% -32*--) ," .-1'2'4# $3," +#,2 *1
Key Investment Highlights d '0#!2 #6.-130# 2- &'%& %0 "# %-*" "'1!-4#07 located in the Yamarna Greenstone gold belt d 9BBÂ -5,#0 -$ <IBBB )+Ĺż 2#,#+#,2 !-4#0',% 2&'1 &'%&*7 .0-1.#!2'4# 32 3,"#0 #6.*-0#" region offering direct exposure to Australiaâ&#x20AC;&#x2122;s next major gold production region d %%0#11'4# "0'**',% .0-%0 + 3,"#02 )#, ', :BBA ," :B9B 5'2& ;BIBBB +#20#1 -$ "0'**',% already completed, resulting in the discovery of multiple high-grade deposits d '%& %0 "# %-*" "'1!-4#07 2 #,20 * -0#I z<BB%o2 ', "0'**',% 5'2& +',#0 *'1 2'-, commencing from surface d 0 ,'3+ 0#1-30!# ! , 3,*-!) $302&#0 4 *3# $-0 1& 0#&-*"#01
Share Information
As at 16 March 2011
Code
ASX:GOR
Market Capitalisation
111,421,858
Current Share Price
$0.4100
52 Week High
0.5500
52 Week Low
0.0830
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Gold Road Resources Limited (ASX:GOR).
23
MINING
Company Name Sector Year Established Business Stage Location
Cobar Consolidated Resources Limited (ASX:CCU) Mining 2006 0-(#!2 #4#*-.+#,2 Melbourne, Australia
Executive Summary Cobar Consolidated Resources (CCR) is a Melbourne-based explorer on the way to becoming a globally significant silver producer. It has 1,371 km² of tenement interests on the western margin of the Cobar basin in western New South Wales. The Companyâ&#x20AC;&#x2122;s main focus is the Wonawinta silver project. At Wonawinta, the Company has estimated an inferred and indicated resource of 51M ounces of silver, based on a cut-off grade of 22g/t, including a probable reserve of 14M ounces of silver. A feasibility study, confirming the projectâ&#x20AC;&#x2122;s viability, was completed in June 2010. An optimisation study is currently underway and is expected to be completed by November 2010. The initial results of this study have confirmed the project has attractive economics and short payback period. The Company expects silver production to commence in the December quarter of 2011.
Board & Management: Mr Ian Lawrence - Managing Director ! s #2 **30%7tI s 6#!t Mr Lawrence is a management professional with more than 30 years experience in senior line management, strategic management and consulting, including senior operational and strategic management roles for a number of mining companies. Dr Richard Mazzucchelli L -, 6#!32'4# & '0+ , ! s #-*-%7t s -,1tI & 0 883!!&#**' & 1 -4#0 <= 7# 01 #6.*-0 2'-, experience in a wide range of mineral commodities and has been associated with a number of economic discoveries of gold, nickel and base metals. Dr George Lefroy L -, 6#!32'4# '0#!2-0 s -,1tI G ,%G !I & Dr Lefroy had an international career with Shell for 34 7# 01I 0# !&',% .-1'2'-, -$ 6#!32'4# '!# 0#1'"#,2I 1' !'$'!o '""*# 12I $-0 &#** &#+'! *1 2" ', -,"-,I ," +#+ #0 -$ 2&# *- * 6#!32'4# Committee.
Competitive Advantages d The Wonawinta silver project has a number of key strengths including shallow open pits; free digging ore and waste; conventional metallurgy; silver produced as bullion; modest capital requirements; and short timeframe to production d &# .0-(#!2 #!-,-+'!1 1&-5 220 !2'4# 0#230,1 ," 1&-02 . 7 !) .#0'-" d -,1'"#0 *# #6.*-0 2'-, 3.1'"# ', 1300-3,"',% 2#,#+#,21 d 120-,% + , %#+#,2 2# + & 1 "4 ,!#" 2&# .0-(#!2 5'2&', 1&-02 2'+#$0 +#
Share Information
Key Investment Highlights d &# -, 5',2 .0-(#!2 '1 $-0#! 12 2- .0-"3!# :G= -8 1'*4#0 .#0 ,,3+ -4#0 = 7# 01 d 32*--) $-0 1'*4#0 "#+ ," ," 2&# 1'*4#0 .0'!# '1 .-1'2'4# d 300#,2 +',',% 1!&#"3*# 113+#1 2& 2 -,*7 2&# .0- *# -0# 0#1#04# '1 +',#" d ,"'! 2#" ," ',$#00#" 0#1-30!# -$ =9 -8 1'*4#0 1'%,'$'! ,2*7 #6!##"1 2&# .0- *# -0# 0#1#04# -$ 9< -8 1'*4#0 d --" .0-1.#!21 $-0 !-,4#01'-, -$ 0#1-30!#1 2- 0#1#04# d 6!#**#,2 0#%'-, * #6.*-0 2'-, .-2#,2' * $-0 "'1!-4#07 -$ ""'2'-, * 1'*4#0 0#1-30!#1 ," $-0 *# "I 8',! ," !-..#0 +',#0 *'8 2'-, d 0-(#!2 31#1 !-,4#,2'-, * 2#!&,-*-%'#1 ," ! 00'#1 *-5 2#!&,'! * 0'1)
As at 16 March 2011
Code
ASX:CCU
Market Capitalisation
121,224,936
Current Share Price
$0.8250
52 Week High
1.0900
52 Week Low
0.1300
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Cobar Consolidated Resources Limited (ASX:CCU).
24
MINING
Company Name Sector Year Established Business Stage Location
Thomson Resources Ltd (ASX:TMZ) Mineral Exploration 2009 Exploration NSW, Australia
Executive Summary Thomson Resources Ltd (TMZ) has acquired a dominant tenement position, covering over 6,000 sq km, in a new, virtually unexplored mineral belt â&#x20AC;&#x201C; the Thomson Fold Belt in northern NSW. The area has many distinct similarities to the rich Lachlan Fold Belt which hosts world-class deposits such as the CSA copper, Peak gold-copper and Endeavor zinc-lead-silver deposits in the Cobar Basin and the Northparkes and Cadia-Ridgeway porphyry copper-gold systems. No effective mineral exploration took place here prior to the release of the NSW Government aeromagnetic survey released in 2006. The first significant direct exploration in the area has revealed Cobar-type alteration and mineralisation at the first 5 anomalies tested by drilling.
Board & Management: Lindsay Gilligan - Chairman & Lindsay is a very experienced geologist and was $-0+#0*7 2&# '0#!2-0 -$ 2&# #-*-%'! * 304#7 G Eoin Rothery - Chief Executive Officer MSc -', $-0+#0*7 &#*" 2&# .-1'2'-, -$ , %',% '0#!2-0 2 ,"' #1-30!#1I G # 5 1 *1- ',4-*4#" ', exploration for Consolidated Minerals (Woodie Woodie Mn). Greg Jones L -,L 6#!32'4# '0#!2-0 BSc -$ * 2 # 0!&I $-0+#0 1#,'-0 %#-*-%'! * .-1'2'-,1 ', I ',- -*" ," G Tony Belperio L -,L 6#!32'4# '0#!2-0 & -,7 '1 !300#,2*7 2&# 6.*-0 2'-, '0#!2-0 $-0 ',-2 30 6.*-0 2'-,J W 0-1.#!2-0 -$ 2&# # 0 :BB;XG
Competitive Advantages d #5I 3,#6.*-0#"I +',#0 * .0-4',!# d &-+1-, #1-30!#1 & 1 "-+', ,2 2#,#+#,2 .-1'2'-, d 0%#2',% - 0L27.# W 3**1L#7#X + %,#2'! ,-+ *'#1 d ,!-30 %',% "0'** 0#13*21 $0-+ $'012 $'4# W*--)L *')#X ,-+ *'#1 2#12#" 5'2& .700&-2'2# quartz-carbonate, stockworks with minor zinc-lead-copper-silver d ,2#0.0#2#" 1 & *-#1 2- ,# 0 7 + 11'4# 13*.&'"# -"'#1 d ,"#0L"0'**#" -32!0-..',% %-*"L/3 028 4#', 1712#+ #62#,"',% -4#0 :G=)+ d 9BB)+ #*2 -$ !/3 0'# 0! 27.# 0-!)1 5'2& .-2#,2' * $-0 .-0.&707 !-..#0L%-*" d 6.#0'#,!#" ," .0-$#11'-, * - 0" ," + , %#+#,2 2# +
Share Information
As at 16 March 2011
Code
ASX:PYC
Market Capitalisation
9,538,548
Current Share Price
$0.2050
Key Investment Highlights
52 Week High
0.2500
d 6.*-0#0 ', W '1!-4#07X .& 1# d -2#,2' * $-0 5-0*" !* 11 "#.-1'21 1'+'* 0 2- 2&# - 0 "#.-1'21 -0 "' '"%#5 7 .-0.&707 copper d '012 !-+. ,7 2- +-3,2 1'%,'$'! ,2 #6.*-0 2'-, .0-%0 + ', +',#0 * .0-4',!# d 0# 1 .#%%#" 7 * 21# 0!& '++#"' 2#*7 -, 0#*# 1# -$ ,#5 -4#0,+#,2 #0-+ %,#2'! data in 2006 d &-+1-, & 1 ,-5 ""#" 2&# -+. 11 #1-30!#1 2#,#+#,21 ', 1 1'%,#" 5'2& 2&# -+. 11 "+','120 2-0 s# 0,',% =9Â I -.2'-, 2- %- 2- ?=Â t d &-+1-, & 1 "-+', ,2 2#,#+#,2 .-1'2'-, ', 2&'1 ,#5 +',#0 * .0-4',!# d -0) "-,# 7 ',-2 30 o * 21# 0!& o -+. 11 & 1 "#4#*-.#" ? 5 *) 3. "0'** 2 0%#21 2& 2 0# ready to go d &-+1-, *1- & 1 %-*" .0-1.#!2'4'27 5'2& 2&# 0#1 .0-1.#!2 N 4'1' *# %-*"I %--" 0#13*21 ', 130$ !# 20#,!&',% ," 1& **-5 s#G%G @+ 2 =G@ %o2 3tI ,-+ *7 * 0%#*7 3,2#12#" -4#0 2.5km long
52 Week Low
0.2000
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Thomson Resources Ltd (ASX:TMZ).
25
MINING
Company Name Sector Year Established Business Stage Location
Gold Anomaly Limited s J t Mining/Resources 2009 -*" 6.*-0 2'-, Sydney, Australia
Executive Summary Gold Anomaly is exploring and developing gold and base metal deposits in Papua New Guinea, Brazil and Australia. Gold Anomaly Limited was formed by the friendly takeover of Anomaly Resources Limited by Gold Aura Limited in November 2009. The merger was inspired by a recognised synergy in the two companiesâ&#x20AC;&#x2122; projects and management teams. The Companyâ&#x20AC;&#x2122;s immediate focus is commencement of gold mining activities at the high grade gold project at Sao Chico in Brazil in November 2010 and the continuation of evaluation of the potentially large Crater Mountain gold project. It is also progressing its Fergusson Island gold project in Papua New Guinea and seeking a joint venture partner for its encouraging vein style polymetallic discovery (zinc-tin-copper-silver dominant) at Croydon in north Queensland.
Competitive Advantages d -'1#" $-0 %0-52& d 6.*-0 2'-, '0#!2-0I #2#0 !, I & 1 20 !) 0#!-0" 1#!-,"L2-L,-,# d -0*" !* 11 11#21 ',!*3"#J d 0 2#0 -3,2 ',I N .-2#,2' * 5-0*" !* 11 #6.*-0 2'-, d - &'!-I 0 8'* N ,# 0 2#0+ .0-"3!2'-, ," #6.*-0 2'-, d #0%311-, 1* ,"I N ,# 0 2#0+ .0-"3!2'-, ," #6.*-0 2'-,
Key Investment Highlights d 20-,% #6.*-0 2'-, 2# + d #4#0 * 0#L0 2',% -..-023,'2'#1 ,# 0L2#0+ d 0 2#0 -3,2 ',I N .-2#,2' * 5-0*" !* 11 #6.*-0 2'-,K .0'+# 0# *L#12 2#K '#0L9 11#2 d #!#,2 #6.*-0 2'-, 0#13*21 $-3," #62#,1'4# 8-,# -$ %-*" +',#0 *'8 2'-, d 9> &-*#1 ** 5'2& %-*" ',2#0!#.21K 2 *# 12 9=B+ 5'"#I -4#0 ;)+ *-,% ," -.#, 2 "#.2& d &# 02'1 , * +',',% & 1 ',"'! 2#" 2&# .0#1#,!# -$ %-*" d 0#4'-31*7 3,2#12#" 8-,# d '%& .0'-0'27 %-*" 2 0%#2 $-0 "0'** 2#12',% d - &'!- L -0*" * 11 #6.*-0 2'-, 0#%'-,
Board & Management: Greg Starr L 6#!32'4# & '0+ , BBus, CPA 0 2 00 5 1 ..-',2#" 1 '0#!2-0 -, 9A # 03 07 :BB@ ," 6#!32'4# & '0+ , -, :> 0!& :B9BG Mr Starr has extensive Corporate and operational +',',% #6.#0'#,!# #',% -$ 1#4#0 * *'12#" !-+. ,'#1 ',!*3"',% +.#0-0 ',#1 '+'2#"I Michelago Limited and Gold China Resources Limited over 21 years. Peter Macnab N 6.*-0 2'-, '0#!2-0 BSc (Geology) Mr Macnab has had a lifetime geological association with PNG including roles as the countryâ&#x20AC;&#x2122;s Government Geologist, and an independent geological contractor ," !-,13*2 ,2G # "'1!-4#0#"I -0 . 02'!'. 2#" ', 2&# discovery of a long list of PNG minerals resources, the most significant of which is the world-class Ladolam gold mine on Lihir Island. Mr Macnab has had extensive worldwide experience in mineral exploration as well as financing and developing mineral resource exploitation.
Share Information
As at 16 March 2011
Code
ASX:GOA
Market Capitalisation
35,490,727
Current Share Price
$0.0320
52 Week High
0.0480
52 Week Low
0.0190
Further Information To learn more about this opportunity, go to www.wholesaleinvestor.com.au and search for -*" ,-+ *7 '+'2#" s J tG
26
MINING
Company Name Sector Year Established Business Stage Location Seeking
Gold Mines of Peru Limited (ASX:GMO) ,#0%7o ',',% 2010 Western Australia $$#0',%
Executive Summary Gold Mines of Peru (GMP) has a two-pronged strategy to secure, develop and exploit advanced gold and silver assets in central and southern Peru. The company will generate early cash flow from the treatment of a number of gold and silver tailings operations in the region. That cash flow will be used to explore and advance four tenements, with proven gold and silver reserves. The tailings and tenements come with the acquisition of three Peruvian mining companies. Gold Mines of Peru is raising $5 million through the issue of 25 million 20-cent shares. The company expects to list on the ASX in April.
Current Projects d -30 %0 ,2#" #6.*-0 2'-, 2#,#+#,21I ),-5, 1 2&# 13&3'*! 0-(#!2I 5'** !-+# 2- 2&# company via the acquisition of two Peruvian-incorporated companies being acquired d -,1'"#0 *# #6.*-0 2'-, 5-0) & 1 *0# "7 ##, !-+.*#2#" 7 2&# .0#4'-31 !-,!#11'-, owners, including extensive underground exploration, development and channel sampling d ,"#.#,"#,2 %#-*-%'121 #*'#4# 1712#+ 2'! "0'**',% -$ 2&# 13&3'*! 8-,# 5'** .0-4'"# "#/3 2# " 2 2- !-+.*#2# -',2 0# #1-30!#1 -++'22## s t 0#1-30!# d '+3*2 ,#-31*7I '+1 2- 0',% ',2- .0-"3!2'-, -,# -$ 25- %-*" ," 1'*4#0 2 '*',%1 .0-(#!21 L 2&# -2'* ," -0!3!&' .0-(#!21 d & 1 !-+.*#2#" 1 +.*',% .0-%0 + -$ 2&# @BIBBB 2- A=IBBB !3 '!L+#2#0 .0-(#!2I which shows values of the contained metals at about $140 per tonne d '+1 2- 0#!-4#0 #25##, {@? ," {A= -$ 2&# +#2 * 4 *3#1 .#0 2-,,#
Board & Management: Dr Saliba Sassine L & '0+ , !G s -,1 '012 * 11t 6.#0'#,!#" !-+. ,7 "'0#!2-0 2 ," & '0+ , levels with expertise in corporate, financial and government matters. Graeme Boden L '0#!2-0 !G '%,'$'! ,2 #6.#0'#,!# ', 0#1-30!#1 1#!2-0 5'2& + (-0 !-+. ,'#1 13!& 1 s,-5 '**'2-,t ," s,-5 '- ',2-tG Geoffrey Meates L '0#!2-0 BSc Thirty-five-plus years in gold mining and exploration $-0 !-+. ,'#1 ',!*3"',% 2 & #4#*-.+#,2 -+. ,7I #12 - 12 -*"',%1 ," 2&# 5 *' 0-3.G Abelino Salazar - Operations Manager Twenty years experience in metallurgical engineering. #1'%,#" ," 3'*2 %-*" ," 1'*4#0 .0-!#11',% .* ,21 utilising advanced technologies.
Corporate Structure Gold Mines of Peru Limited is an Unlisted Public -+. ,7I !-,4#02',% 2- '12#" 3 *'! -+. ,7 -, !-+.*#2'-, -$ '21 G
Exit Strategy & 0#&-*"#01 5'** # *# 2- 1#** 12-!) -, 2&# 1#!-," 07 + 0)#2 -, !-+.*#2'-, -$ 2&# -+. ,7U1 G
Key Investment Highlights d -*" ',#1 -$ #03 5 1 0#%'12#0#" -, 0!& =I :B9B $-0 2&# .30.-1# -$ !/3'0',% "4 ,!#" %-*" ," 1'*4#0 .0-(#!21 d 0*7 :B9BI 2&# !-+. ,7 -3%&2 #034' ,L0#%'12#0#" -*" ',#1 -$ #03 s$-0+#0*7 ',',% -+. ,7 tI 5&'!& & " ##, ! 007',% -32 123"'#1 -, 25- %-*" ," 1'*4#0 2 '*',%1 .0-(#!21 L2&# -2'* 0-(#!2 ," 2&# -0!3!&' 0-(#!2I ," -5,#" ,3+ #0 -$ %0 ,2#" exploration tenements d , #!#+ #0 :B9BI #,2#0#" ',2- 1 *# ," .30!& 1# %0##+#,2 5'2& + 0'"%# ',#0 * #1-30!#1 .*! 2- !/3'0# 2& 2 !-+. ,7U1 5&-**7L-5,#" 13 1'"' 07 ', #03I ',#0 #03 -*" I ," '21 5&-**7L-5,#" 13 1'"' 07 -+. Ĺ&#x192; ',#0 3!0# G &0-3%& 2&'1 !/3'1'2'-,I 2&# -+. ,7 5'** 1#!30# 1'*4#0o%-*" .0-(#!2 ),-5, 1 13&3'*!
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Gold Mines of Peru Limited (ASX:GMO).
27
MINING
Company Name Sector Year Established Business Stage Location Seeking
%+ ',#1 2" ',#0 *1 6.*-0 2'-, 2007 0#L Fiji Capital Raising
Executive Summary Magma Mines is wholly focused on exploration of mineral resources in Fiji. For a number of years Magma has held exploration licences on the main island Vitilevu. The exploration area of Magma is near the town of Sigatoka besides the Sigatoka River. The primary material in the exploration is Magnetite; however, the exploration work has also identified a number of rare earth minerals. Rare earths have recently received a great deal of prominence due to the â&#x20AC;&#x153;withholdingâ&#x20AC;? of supply by China. To identify, find, and bring into production new rare earth sources is very exciting, and of course, exceedingly valuable.
Competitive Advantages d 0-4#, + %,#2'2# +',#0 * 1 ,"1 "#.-1'2 d 6!#**#,2 0 0# # 02&1 .-2#,2' * d -*" .-2#,2' * d **34' * "#.-1'2 N +',',% 7 5 7 -$ "0#"%# d -30 ," ',$0 1203!230# 4 '* *#
Key Investment Highlights d %+ & 1 ##, $3,"#" 7 . ,#1# ',4#12-0 d &# - (#!2'4# -$ 2&# 1& 0#&-*"#0 & 1 ##, 2- $3," 2&# "#4#*-.+#,2 -$ 2&# 0#1-30!# 2- a stage that it is clearly economically viable d &# 1& 0#&-*"#0 & 1 ##, 120-,% 13..-02#0 -$ 2&# .0-%0 + ', '(' d *2'+ 2#*7I 2&# - (#!2'4# '1 2- *'12 2&# -+. ,7 -, 13'2 *# #6!& ,%# ," 2- "'4#01'$7 the shareholder base to allow for others to participate in the underlying value of the deposit d &# !-+. ,7 5'** # *'12',% 5'2& , #12 *'1&#" 0#1-30!# 4 *3#
Board & Management: Andrew Skinner N , %',% '0#!2-0 G I G ! ,"0#5 & 1 ##, ', .3 *'! .0 !2'!# 1 , !!-3,2 ,2 for over 30 years, he has been on the board of Zamia #2 *1 2" s J t 1',!# :BB>G ,"0#5 & 1 a wide experience in business and exploration mining development. Mr. Hori Yoshikazu L '0#!2-0
1 03, 3 *'! !!-3,2',% 0 !2'!# ', . , $-0 ;B years with particular expertise in small to medium business. Mr. Tadao Tsubata L '0#!2-0 Has extensive business experience and has been involved in a number of startup companies.
Corporate Structure Magma Mines is an unlisted public company. The company owns 100% of the Fijian mineral exploration subsidiary company.
Exit Strategy The company is seeking to list on a suitable exchange 2 , ..0-.0' 2# 2'+#G ,4#12-01 5'** 2&#, # *# to invest in a company that has a mineral resource that is being bought to production as quickly as possible thereby developing cash flow and value for shareholders.
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for %+ ',#1 2"G
28
MINING
Company Name Sector Year Established Business Stage Location Seeking
Commissioners Gold Limited Mining :BB= Junior Explorer #,20 * #12 Pre-IPO Funds
Executive Summary The offer from Commissioners Gold seeks to leverage the current price strength of gold. The Company has a portfolio of gold exploration tenements in the Eastern Lachlan Fold Belt, a world-class mineral province for metalliferous deposits. Regional benefits specific to the exploration area include historic gold producing areas close to mains power, sealed roads and skilled labour. The area has no Native Title issues. The region is well-endowed for future rewards. Million ounce+ successes in the Eastern Lachlan include Cadia (Newcrest), Cowal (Barrick) and Northparkes (Rio Tinto). Emerging successes include Hill End (HEG), Majors Creek (Cortona), Tomingley/Wyoming (Alkane), Marsden (Newcrest), McPhillamys/Blayney (Newcrest/Alkane), Monza/Temora (Goldminco). The Company strategy is to build on the JORC resource of 37,000 oz au at Cowarra with an ongoing drill program; and to establish a resource estimation at Black Bullock, Oberon, where drilling is also ongoing.
Competitive Advantages d # 2 $0##G # , "+','120 2'-, d & 1 20 "'2'-, * *-5 !-12 -$ %-*" .0-"3!2'-, ," %--" "'1!-4#07 0 2# d 3,"1 1.#,2 "0'**',% ', 1.#!'$'! %#-*-%'! * .0-4',!# -, 25- +',#0 *'8 2'-, +-"#*1 (Intrusive Related & Orogenic gold styles) d 300#,2 %%0#11'4# :B99 "0'**',% .0-%0 + -, 2'+# ," -, 3"%#2 d 0*7 *#4#0 %# -..-023,'2'#1 2&0-3%& $ 0+ -32I (-',2 4#,230#1 -0 4#," ', -$ "4 ,!#" .0-(#!2
Key Investment Highlights d *# 0 #6'2 120 2#%7 5'2& 1!&#"3*#" 2&0-3%& 1.-,1-0',% 0-)#0 -431 .'2 * '+'2#" d '%&*7 #6.#0'#,!#" .0-(#!2 + , %#+#,2 2# + ," !-,20 !2-01 d 300#,2 "0'**',% .0-%0 + 2 W * !) 3**-!)X #0-, d #** !-,1'"#0#" "0'** 2 0%#21 2- * 7 -$$ 0'1) d #,#+#,21 0# .0-6'+ 2# 2- 0- "1I .-5#0 ," * -30 #,130',% *-5#0 #6.*-0 2'-, ," extraction costs d *#4#0 %#1 2&# -,%-',% 120#,%2& -$ -*" d -,1'"#0 *# .-2#,2' * 3.1'"# -, .0-%0#11'4# "0'**',% 0#13*21 ," .0-.-1#" *'12',% d ,*7 :B +'**'-, -0"', 07 1& 0#1 '113#" 2- " 2#
Board & Management: Christopher Battye - Chairman #% Before admission as a solicitor Chris had careers in media and mining, having been a machine sapphire miner on the Anakie Field, Qld. Robert J Waring L '0#!2-0 !I I I
',I I 31 Respected, experienced resource executive/company secretary, with specialist skills in the preparation of company prospectuses, due diligence work and financial assessment of projects. Wesley Martin Harder L '0#!2-0 !I '. I 31 Wes is a former gold analyst with Jackson Ltd 2-!) 0-)#01 ," & 1 5-0)#" 1 %-*"I +',',% ," resource analyst for Ord Minnett and Renoufs. Keith Taylor L -+. ,7 #!0#2 07 -+I I I I ', Keith is an experienced listed company secretary with strong credentials in resource company financial requirements and management. Sue Border - Project Manager !s -,1tI 0 '.I I 31 I 3# '1 1#,'-0 %#-*-%'12 5'2& -4#0 ;B 7# 01 #6.#0'#,!# ', .0-(#!2 + , %#+#,2 ," 0#1#04# #12'+ 2'-,G &# has been a mine geologist, consultant, academic and exploration manager before founding Geos Mining.
Corporate Structure Commissioners Gold Limited is an Unlisted Public -+. ,7I $*- 2',% 1#!-," /3 02#0 :B99G
Exit Strategy !&#"3*#" 2&0-3%& 1.-,1-0',% 0-)#0 -431 Capital Limited.
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Commissioners Gold Limited.
29
CLEAN TECH
Company Name Sector Year Established Business Stage Location
Enerji Ltd s J t 0##,o *# , #!&,-*-%7 :BBA 0*7 -++#0!' *'1 2'-, & 1# #12#0, 3120 *'
Executive Summary Enerji is a Perth-based emerging green power utility specialising in the provision of Opcon Powerbox waste heat conversion technology. Enerji has the exclusive Australian sales and distribution rights to the proven Opcon Powerbox technology, which converts waste heat into green electricity. Under its build, own, operate business model, Enerji captures the heat wasted in power generation at mine sites or remote towns and produces more electricity without burning any additional fuel or creating any emissions. The electricity is produced where and when itâ&#x20AC;&#x2122;s needed and sold to the customer. Enerji recently signed agreements with Horizon Power and Laing Oâ&#x20AC;&#x2122;Rourke for the Opcon Powerbox and plans to maximise shareholder returns through revenue from long term power purchase agreements.
Board & Management: Hon. Ian Campbell L -,L 6#!32'4# & '0+ , , '1 $-0+#0 $#"#0 * ,4'0-,+#,2 ','12#0 5'2& extensive experience in the resources, environment and energy industries. Rolf Hasselstrom N -,L 6#!32'4# '0#!2-0 1#" ', 5#"#,I -*$ '1 2&# 0#1'"#,2 ," -$ .!-, ," &-*"1 , $0-+ 2&# 2-!)&-*+ !&--* -$ !-,-+'!1G Greg Pennefather N , %',% '0#!2-0 Greg is an engineer with strong commercial credentials and particular experience at introducing new technologies to Australia. Geoffrey Reid N &'#$ ', ,!' * $$'!#0 Geoffrey has strong senior financial experience and was recently financial controller for an oil and gas service company.
Current Projects d ,#0(' '1 !300#,2*7 5-0)',% -, 2&# -0'8-, -5#0 0, 04-, .-5#0 12 2'-, '+.*#+#,2 2'-, project. This project will see Enerjiâ&#x20AC;&#x2122;s power generation service, based on the Opcon Powerbox, #12 *'1&#" 2 2&# 2-5,1'2# -$ 0, 04-, ', 2&# -02& #12 -$ #12#0, 3120 *' d ,#0(' ," ',% U -30)# 0# ,-5 5-0)',% -, 2&# 1!-.',% 123"7 -$ 2&'1 .0-(#!2 d ',% U -30)# '1 ,#0('U1 .0#$#00#" !-,1203!2'-, 13..*'#0 3,"#0 , - 1'%,#" ', :B9B d &# 0, 04-, .0-(#!2 '1 #6.#!2#" 2- # !-++'11'-,#" ," %#,#0 2',% 0#4#,3# # 0*7 ', 2&# 1#!-," & *$ -$ :B99 d ,#0(' '1 ', "4 ,!#" ,#%-2' 2'-,1 5'2& +',',% !-+. ,'#1I ',"#.#,"#,2 .-5#0 .0-"3!#01 ," other cleantech power generators to provide its clean power generation service
Key Investment Highlights d ,#0(' 1'%,#" '21 ', 3%30 * -5#0 30!& 1# %0##+#,2 s t 5'2& #12#0, 3120 *' , 12 2#L-5,#" 32'*'27I -0'8-, -5#0I ', # 0*7 :B99 d ,#0(' '1 -, 20 !) 2- %#,#0 2# '21 $'012 0#4#,3# $0-+ 2&# ',12 ** 2'-, -$ , .!-, -5#0 -6 2 -0'8-, -5#0U1 0, 04-, -5#0 2 2'-, # 0*7 ', : :B99 d ,#0(' & 1 !-+.*#2#" .0#$#00#" 13..*'#0 #+-0 ,"3+ -$ ,"#012 ,"',% 5'2& ',% U -30)# ', * 2# :B9B d ,#0(' & 1 1#!30#" {:= $3,"',% $ !'*'27 2- #, *# ',12 ** 2'-, -$ ,3+#0-31 .!-, Powerboxes at customersâ&#x20AC;&#x2122; sites â&#x20AC;&#x201C; necessary to drive future revenue d '4# $302&#0 -5#0 -6#1 -0"#0#"K "#*'4#07 ,2'!'. 2#" 2&0-3%&-32 : :B99o9 :B9: d ,#0(' & 1 120-,% 1 *#1 .'.#*',# ," %%0#11'4# 1 *#1 2 0%#21 d &#0# '1 120#,%2&#,',% ',"31207 0#!-%,'2'-, -$ 2&# .!-, -5#0 -6U1 #!-,-+'! ," environmental benefits
30
Share Information
As at 16 March 2011
Code
ASX:ERJ
Market Capitalisation
12,321,582
Current Share Price
$0.0210
52 Week High
0.0740
52 Week Low
0.0130
Further Information To learn more about this opportunity, go to www.wholesaleinvestor.com.au and search for ,#0(' 2" s J tG
CLEAN TECH
Company Name Sector Year Established Business Stage Location
0 -, -,1!'-31 2" s J t Clean Technology 2008 '12#" 3 ' !-I #02&
Executive Summary Carbon Conscious is Australiaâ&#x20AC;&#x2122;s leading carbon forest sink project developer, creating large scale carbon estates to produce carbon offset credits under future Australian and international carbon reduction schemes. The Company operates in both the Australian and New Zealand markets with preferred species including mallee eucalypt and pinus radiata trees. As well as providing for significant long term carbon via bio sequestration the companyâ&#x20AC;&#x2122;s projects create important environmental benefits including protection from soil erosion, land degradation and improvements to salinity. The company has existing contractual arrangements with strong counter parties spanning 15 years, and is in an ideal position to service large corporate clients that will have future liabilities under emissions trading legislation both in Australia and internationally.
Competitive Advantages d #** "#4#*-.#" 31',#11 +-"#* 5'2& .0-4#, '*'27 2- #6#!32# 5'2& 120-,% !-3,2#0 . 02'#1 d '%&*7 "#4#*-.#" ," W"3# "'*'%#,!# .0-4#,X 20## %0-52& $-0#! 12',% +-"#*1 d ,,-4 2'4# "# * ," .0-"3!2 "#4#*-.+#,2 ! . '*'27 d ,"31207 .0#$#00#" +-"#* ," 1203!230# $-0 ',4#12+#,2 ', 3120 *' , ! 0 -, $-0#12 1',)1 d '%,'$'! ,2 ! . !'27 $-0 $3230# * 0%# 1! *# .* ,2',%1 d 0-4#, .0-$'2 + )',% +-"#* *#4#0 %#" 2- ""'2'-, * .* ,2',% "#+ ," d 6'12',% !-,20 !21 5'2& !*'#,21 0'%', ,#0%7 2" ," ',% .-0#G Contract value circa $32.5 million with locked in revenue streams for 15 years
Board & Management: Mr Peter Balsarini L &'#$ 6#!32'4# $$'!#0 0 *1 0',' '1 2&# $-3,"',% -$ 2&# -+. ,7 & 4',% been with the Company since its inception in 2008.
# '1 * 0%#*7 0#1.-,1' *# $-0 2&# "#4#*-.+#,2 -$ 2&# business model and deal structures to date. Mr Steve Lowe - Chairman 0 -5# & 1 5-0)#" ', ! .'2 * ," $', ,!' * + 0)#21 $-0 more the 27 years with a focus on energy commodities for the last 13 years. Mr Trevor Stoney L -, 6#!32'4# '0#!2-0 0 2-,#7 0',%1 +-0# 2& , <@ 7# 01 -$ ',4-*4#+#,2I knowledge and relationships within the agricultural industry to Carbon Conscious. Mr Kent Hunter L -, 6#!32'4# '0#!2-0 Dr Robert Payne L -, 6#!32'4# '0#!2-0 Mr Ric Collins L '0#!2-0 N 0 -, 12 2#1 Mr Collins is the driving force behind the mallee tree establishment and research projects drawing from his #6.#0'#,!# ', #12#0, 3120 *' U1 **## 0## ',"31207 gained in the 1990s, which established more than 8,000 hectares of Mallees in the wheatbelt.
Share Information
As at 16 March 2011
Code
ASX:CCF
Market Capitalisation
9,088,971
Current Share Price
$0.1650
Key Investment Highlights
52 Week High
0.2500
d 0-4'"#1 #6.-130# 2- 2&# W%0##,X #!-,-+7 5'2& 1'+.*# .0-$'2 + )',% 31',#11 +-"#* d -5 !-12 ! 0 -, 2#+#,2 2& 2 '1 &'%&*7 "#1'0 *# 2- * 0%# ! 0 -, #+'22#01 d 0-4#, 20 !) 0#!-0" ', "#4#*-.',% .0-(#!21I % ',',% !-++'2+#,2 $0-+ 5-0*" *# "',% companies then executing in order to create shareholder value d '+'2#" !-+.#2'2'-, N -,*7 -,# -2&#0 *'12#" !-+.#2'2-0 ', 3120 *' d 3..*7 o "#+ ," &# 4'*7 5#'%&2#" 2-5 0"1 2&# !-+. ,7 "3# 2- 4 '* *# ! . !'27 ," expertise versus size of potential compliance market d 31',#11 +-"#* '1 ""0#11',% ,-2 -,*7 ! 0 -, 2#+#,2 32 *1- #,4'0-,+#,2 * '113#1 such as dry land salinity and soil erosion d 0 "#1 2 13 12 ,2' * "'1!-3,2 2- *')# -+. ,'#1 d '%&*7 *#4#0 %#" 2- -4#0,+#,2 .-1'2'-, -, ! 0 -, .0'!',% +#!& ,'1+ s20 "#" 2 > 2'+#1 present price on Coalition support for scheme in November 2009)
52 Week Low
0.0810
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for 0 -, -,1!'-31 '+'2#" s J tG
31
CLEAN TECH
Company Name Sector Year Established Business Stage Location
EcoQuest Ltd s J t Cleantech 2007 Trading Western Australia
Executive Summary After three years of extensive research, EcoQuest Limited made first sales of its 90% biodegradable nappies and its 100% biodegradable bamboo wipes in October 2010. The Australian launch will be the prelude to the global roll-out of the environmentally friendly EcoQuest range. The global market for disposable nappies alone is estimated to be $US33.3 billion. EcoQuest will not be the manufacturer or distributor of its new 90% biodegradable nappy. The manufacturing has been contracted to a Hong Kong company, and a growing number of retailers are stocking the range, including Franklins, Baby Kingdom, Toys R Us and groups within IGA. The 90% biodegradable nappy is also being marketed via the internet. The company will also continue developing and protecting its intellectual property, while refining and growing its product range.
Board & Management: Sylvia Tulloch - Chairman MSc Experienced and respected scientist and entrepreneur with over 25 years experience in the establishment and management of high technology businesses. Steve Moncur – Managing Director Chartered Management Accountant Mr Moncur has widespread international commercial, strategic and operations management experience in the FMCG industry, including Operations Director for the largest eco-disposable nappy seller in Europe and Australia. Michael Greenup – Operations Director Mr Greenup has 35 years experience of owning and operating successful businesses, including 12 years consulting and sourcing in China and Malaysia. Matthew Hiscox – General Manager Australasia and Sales & Marketing Director Over 18 years experience in the sales and marketing industry, including FMCG & Pharmaceutical sector.
Competitive Advantages d !- 3#12 ""0#11#1 + (-0 %0-52& + 0)#2 L 1 + (-0 !-,20' 32-01 2- * ,"$'**I "'1.-1 *# nappies represent one of the world’s biggest environmental problems, taking over 100 years to break down d !- 3#12 & 1 2&# 2# +I ',!*3"',% %*- * #!-L, ..7 ," !-,13+#0 1 *#1 #6.#021 d !- 3#12 & 1 2#!&,-*-%7 5&'!& '1 .0-4#, 7 -2& 0'%-0-31 !-,13+#0 2#12',% ," 5&'!& meets stringent industry standards
Share Information
Key Investment Highlights d !- 3#12 '1 *'12#" -, 2&# I ," 2&#0#$-0# .0-4'"#1 -2& 2&# .-2#,2' * $-0 #6!#**#,2 ! .'2 * % ',I ," 2&# $*#6' '*'27 -$ 1 *# -$ 1& 0#1 2&0-3%& 2&# d '+',% $-0 ',4#12+#,2 '1 %--"I 5'2& 2&# !-+. ,7 -, 2&# !31. -$ 1'%,',% + (-0 0#2 '* !& ', in Australia. Internationally the company is in discussions to have its range listed in the UK
As at 16 March 2011
Code
ASX:ECQ
Market Capitalisation
7,363,943
Current Share Price
$0.0640
52 Week High
0.1350
52 Week Low
0.0500
Further Information To learn more about this opportunity, go to www.wholesaleinvestor.com.au and search for !- 3#12 2" s J tG
32
TECHNOLOGY
Company Name Sector Year Established Business Stage Location Seeking
*3#!&''. 2" s J t Technology 2003 0*7 -++#0!' *'1 2'-, & 1# '!2-0' $$#0',%
Executive Summary Bluechiip has developed a groundbreaking asset tracking solution based around a chip which offers unique features over traditional tracking methods of labels (hand-written and pre-printed), barcodes (linear and 2D) and Radio Frequency Identification (RFID). Bluechiip is a totally integrated tracking and management solution from identification, tracking, retrieving, bio storage and monitoring, offering process assurance and operational certainty in low temperature environments. The inherent MEMS or microtechnology platform of the bluechiip technology allows the unique identification of tagged items and tracking of critical factors, such as temperature, to provide quality, assurance and custodianship. Initial applications for the bluechiip technology are in the high-growth biobanking sector.
Current Projects d #!30# "#/3 2# $3,"',% 2- #,130# .0-"3!2 ," 31',#11 "#4#*-.+#,2 .0-%0 +1 0# fully funded over the next 2 years d -+.*#2# .0-"3!2 "#4#*-.+#,2 2- .-',2 -$ & 4',% !-++#0!' **7 1 *# *# .0-"3!21 d --*',% 3. $-0 &'%& 4-*3+# !-++#0!' * .0-"3!2'-, 5'2& + ,3$ !230',% . 02,#01 ," U1 d #0$-0+ ',"31207 .'*-2 20' *1 2- !-,2',3# 2- 4 *'" 2# 2#!&,-*-%7I $0-+ 5&'!& 5&'2# . .#01o business cases as well as scientific papers can be prepared and endorsements provided d #0$-0+ %*- * 31',#11 "#4#*-.+#,2 !2'4'2'#1 2- 1#!30# 2&# ','2' * 2 0%#2 + 0)#2 -$ biobanking, including securing distributors and channel partners d #!30# #,"-01#+#,2 $0-+ #,"L31#01 ," #7L .','-,L # "#01 s U1t d ,%-',% .0-2#!2'-, ," #6. ,1'-, -$ !300#,2
Board & Management: Brett Schwarz L , %',% '0#!2-0 ," -L$-3,"#0 ," ',1203+#,2 * ', 3'*"',% 2&# !-+. ,7 since inception. 20 years experience in accounting and consulting. Iain Kirkwood L -,L 6#!32'4# & '0+ , 4#0 ;= 7# 01 #6.#0'#,!# 5'2& *'12#" ," &# *2&! 0# companies. Dr Jason Chaffey L &'#$ #!&,'! * $$'!#0 Actively involved in MEMS technology for over 10 years. Extensive experience in government research and university research laboratories. Joe Baini - Non-Executive Director 4#0 :B 7# 01 #6.#0'#,!# ', 2&# .& 0+ !#32'! * industry, focused on commercialisation, marketing and sales.
Corporate Structure *3#!&''. 2" '1 , ,*'12#" 3 *'! -+. ,7I !-,4#02',% 2- '12#" 3 *'! -+. ,7 -, !-+.*#2'-, -$ '21 G
Exit Strategy & 0#&-*"#01 5'** # *# 2- 1#** 12-!) -, 2&# 1#!-," 07 + 0)#2 -, !-+.*#2'-, -$ 2&# !-+. ,7U1 G
Key Investment Highlights d *'" 2#" * 0%# + 0)#21 5'2& '++#"' 2# ..*'! 2'-, ', '- ,)',% s-,# -$ $ 12#12 %0-5',% 0# 1 ', &# *2&! 0#tI 5'2& $3230# ..*'! 2'-,1 ', -2&#0 &# *2&! 0# 0# 1I 1#!30'27o"#$#,!#I !-*"L!& ', *-%'12'!1o13..*7 !& ',I ',"3120' * ," + ,3$ !230',% d *'" 2#" 2#!&,-*-%7 3,"#0 #620#+# !-,"'2'-,1 ," !-,"3!2#" 13!!#11$3* .'*-2 20' *1 2 #+',#,2 3120 *' , +#"'! * ',12'232'-,1 ',!*3"',% #2#0 ! d # "7 $-0 !-++#0!' *'1 2'-, L .-'1#" $-0 4-*3+# .0-"3!2'-, 5'2& %*- * + ,3$ !230',% partners including STMicroelectronics d #!30#" ' 2& 1 $'012 "'120' 32-0 ," ', !2'4# "'1!311'-, 5'2& -2&#0 + (-0 .-2#,2' * . 02,#01 d #!30#" 4 *3 *# .-02$-*'- ',!*3"',% %0 ,2#" . 2#,21I ** 5&-**7 -5,#" 7 !-+. ,7 d , %#+#,2 ," - 0" -$ '0#!2-01 & 4# 0#*#4 ,2 #6.#0'#,!# 2- 2 )# !-+. ,7 into commercialisation
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for *3#!&''. 2" s J tG
33
IT/INTERNET
Company Name Sector Year Established Business Stage Location Seeking
*- * '%'2 * #25-0)1 27 2" #!&,-*-%7I ,2#0,#2 :BB? 0*7 -++#0!' *'1 2'-, & 1# New South Wales .'2 * '1',%
Executive Summary Our vision is to empower retailers to better service customers by providing a massive range of digital inventory and wonderful innovative social media technologies for in-store and online shopping experiences. Global Digital Networks is an innovative Information Services and Technology company that is leading the revolution in delivery of content through retail â&#x20AC;&#x153;Virtual Inventory Management Systemsâ&#x20AC;? (â&#x20AC;&#x153;VIMSâ&#x20AC;?). We are delivering better quality retail to online experiences for the retailer and consumers alike. These experiences meet consumer demand to be thrilled and retailer practicalities to remain profitable for today and in the future.
Competitive Advantages d 0-4'"#1 4'023 * ',4#,2-07 1-*32'-, 2- 1-*4# .&71'! * 13..*7 !& ', ," ',4#,2-07 '113#1 $-0 mass merchant retailers d g .* 2$-0+ & 1 +3*2'.*# !-,2#,2 ! 2#%-0'#1 N +31'!I +-4'#1I # --)1I % +#1I software and imaging d g "#*'4#01 !-,2#,2 -, "#+ ," ',L12-0# 2- +3*2'.*# $-0+ 21 s o I +#+-07 ! 0"1I memory and devices) d '%,'$'! ,2 %*- * !& ,,#* . 02,#01 2& 2 #, *# 9:BIBBBÂ&#x2026; 12-0# $0-,21 d '%,'$'! ,2 %*- * 2#!&,-*-%7 . 02,#01 ',!*3"',% -1&' ," 12+ , -" ) d 300#,2*7 #,% %#" 5'2& + (-0 0#2 '*#01 ', ** "#4#*-.#" 0#2 '* + 0)#21 d 6#!32'4# 2# + &'%&*7 #6.#0'#,!#" ', #,2#02 ',+#,2 ," 2#!&,-*-%7 1#!2-01
Key Investment Highlights d g .* 2$-0+ '1 .'-,##0',% 1-*32'-, 2- 1-*4# %*- * .0- *#+ 5'2&', 2&# .&71'! * entertainment category for mass retailers d 300#,2*7 #,% %#" 5'2& +3*2'.*# + (-0 0#2 '*#01 ', "#4#*-.#" + 0)#21 ',!*3"',% G GI . ',I 0 ,!#I #0+ ,7I I , " I #6'!-I 3120 *' I #5 # * ,"I * 71' I &'*'..',#1 d -,"3!2#" 13!!#11$3* #!&,'! * ," .#0 2'-, * 20' *1 5&'!& 4 *'" 2#" 2&# !-,13+#0 4 *3# proposition and resolved the retailer supply chain and inventory issues d ,'2' * -0"#01 1* 2#" $0-+ 0" -!) $0 ,!&'1# ', 3120 *' 5'2& .-2#,2' * $-0 ""'2'-, * 3,'21 !0-11 0#+ ',',% 9;B ! $#1o12-0# ," 9= &-2#*1 5-0*"5'"# d #!#,2 !/3'1'2'-, -$ * ,#2 #"' #25-0) 2& 2 & 1 !300#,2 0#4#,3# .0-"3!',% 1#04'!# !-,20 !21G (-0 !*'#,21 ',!*3"# ',% #* .231
Board & Management: Jeff Beaumont L 6#!32'4# & '0+ , '. 6.#0'#,!# $0-+ 12 02L3. 2- G -0.-0 2# + , %#+#,2 #6.#0'#,!# ',!*3"',% !/3'1'2'-,I turnaround and delivering significant shareholder returns. Gary Jones L '0#!2-0 ," -L$-3,"#0 ;=Â&#x2026; 7# 01 ', +31'! 0#2 '* 1 *#1 ," + 0)#2',%G Innovator and pioneer in retail music executions. Samantha Stockwell L -+. ,7 #!0#2 07I &'#$ "+','120 2'4# $$'!#0I 31I '. 9: 7# 01 "'4#01# !-0.-0 2# #6.#0'#,!# ," @ 7# 01 #,20#.0#,#30' * #6.#0'#,!#G !)%0-3," ', I ', ,!' * * ,,',%I ,)',% ," ', ,!#I !!-3,2',%I 31',#11 "+', ," -0.-0 2# -,13*2',%G Frank Brown N 20 2#%'! "4'1-0 2- 2&# - 0" Founding member of the senior management team at #25-0)1 ', 30-.# $-0 ? 7# 01G #" #25-0)1 ',2- 1' 1 0#1'"#,2o $-0 #25-0)1 1' !'$'! $-0 99 7# 01G
Corporate Structure The business framework is a channel partnership structure.
Exit Strategy &# 120 2#%'! %- * '1 2- -0 20 "# 1 *# 31',#11 ', :L; 7# 0 2'+#$0 +# 5'2& 3.*'$2 ', 1& 0# 3,'2 4 *3#G *2#0, 2'4#*7I 31',#11 . 02,#0 !/3'0#1 5'2& 3.*'$2 ', share unit value.
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for *- * '%'2 * #25-0)1 27 2"G
34
IT/INTERNET
Company Name Sector Year Established Business Stage Location Seeking
GoPC Pty Ltd Information Technology and Internet :BB= 0*7 6. ,1'-, Perth, Australia .'2 * '1',%
Executive Summary GoPC Pty Ltd has pioneered technology which reduces most elements of the IT industry into a single click. Itâ&#x20AC;&#x2122;s an enabling technology that displaces contemporary PC desktops and servers. The GoPC.net Cloud Platform and AppStore, leverages other mature technologies to deliver Web, Mobile and normal desktop applications over the Internet onto any computer screen. Business customers eliminate 90% of costs, 90% of logistics and 90% of ongoing support. The Virtual Network Infrastructure provisions large network in hours compared to months. The AppStore provisions fully configured software desktops and new applications with a single click, collapsing the need for downloads, installs, configuring, hardware dependence and cost. GoPC.net has been running live for 5 years and supports customers from consumer level to business enterprise. The markets are horizontal and global.
Competitive Advantages d '-,##0#" T!*-3" !-+.32',%U ',,-4 2'-, -4#0 9= 7# 01 ," 0# 2 2&# $-0#$0-,2 -$ 2&'1 technology d '012 2- + 0)#2 5'2& , .. 2-0# 2& 2 "#*'4#01 ,-0+ * "#1)2-. ..*'! 2'-,1 -4#0 2&# Internet d '012 2- + 0)#2 5'2& 4'023 *'8#" "#1)2-. ," #04#0 ,#25-0) ',$0 1203!230# 5'2& 8#0- license costs d *20 *-5 !-12L 1# !-+. 0#" 2- !-+.#2'2-01 d &# * 2$-0+ 0'"%#1 2&# "'4'"# #25##, 1-$25 0# 4#,"-01 ," 2&#'0 .-2#,2' * !312-+#01 by collapsing all the adoption barriers d #1'*'#,2 31',#11 +-"#* ," 2#!&,-*-%7 .* 2$-0+ 2& 2 !-,2',3#1 2- #4-*4# 7 & 0,#11',% contributions from a large base of developers
Board & Management: Graeme Speak L o -3,"#0 o -3,"#0 -$ #,20 * 2 712#+1 s9A@:L :B9BtI , IT Systems Integrator involved in strategy, outsourcing, data centre and IT consulting. Chris Hoy Poy L 712#+1 0!&'2#!2J 13.#0!-+.32',%I ',$0 1203!230#I Internet, systems software. Managing data centre ',$0 1203!230# $-0 #,20 * 2 712#+1I supercomputing infrastructure for geological survey modelling. Ben Lyon L & '0+ , -$ "4'1-01 #!#,2 #6'21J #** # #25-0)1 1-*" 2- '!0-1-$2I ,%#,'- 1-*" 2- ^ G #,'-0 #6#!32'4#I #,#0 * -3,1#* ," "4'1-0 2- #6#!32'4# + , %#+#,2 ," - 0" -$ '0#!2-01 $-0 &'%&*7 13!!#11$3* ,2#0,#2 technology and telecom companies in the , 0 ,!'1!- 7 0# ," '*'!-, **#7G Greg Riebe L "4'1-0 #,'-0 6#!32'4# ', '%& #!&G I ', ,!#I Corporate Governance, Commercialisation and Technology Transfer. Samuel Angus L #% * -3,1#* + '1 02,#0 ', 2&# -0.-0 2# 0-3. -$ #,5'!) ^ #12 I , 0 ,!'1!-I 2'#0L9 '*'!-, **#7 * 5 $'0+G
Corporate Structure GoPC Pty Ltd is an Australian private company.
Exit Strategy The business is being engineered for growth and a 120 2#%'! 20 "# 1 *#G 0%#2#" 2'+#$0 +# '1 : 2- = 7# 01G
Key Investment Highlights d ^ '1 !-+.*#2#J '4# $-0 = 7# 01I !300#,2*7 2 4#01'-, <GBI .#,"',% 0#*# 1# -$ 4#01'-, =GB d 0-$'2 + 0%',J '1 27.'! **7 ABÂ d o #*!-U1J 1/3##8#" 7 0#"3!',% + 0%',1 ," !312-+#0 !&30,I ! , -$$#0 &'%&L+ 0%', ,#5 ""L-, 1#04'!# 2& 2 *-!)1L', 2&#'0 !312-+#01 d & ,,#* . 02,#01&'.1 0# #',% 1-3%&2 5'2& -2&#0 27.#1 -$ ,2#0,#2 !-+. ,'#1 1##)',% 2- monetise large customer bases d &'2# * #**',%J *-!)1 ', * 0%#0 !& ,,#* . 02,#01 d '%& #6'2 4 *3 2'-,J 5'** # 1-3%&2 2&0-3%& 120 2#%'! 20 "# 1 *# 5'2& * 0%# !& ,,#* . 02,#0 d '*'!-, **#7 4#2#0 , 2# +J -$ #, 7-, s{: ', 13!!#11$3* #6'21t ," + ,%31 s*#% * #6#!32'-, ," ,#%-2' 2'-,t 0# . 02'!'. 2',% 12 )#&-*"#01 ', 2&# 31',#11 ," advising the Board
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for GoPC Pty Ltd.
35
IT/INTERNET
Company Name Sector Year Established Business Stage Location Seeking
Ignition Films Pty Ltd
'*+o ,2#02 ',+#,2 :BBA -++#0!' *'1 2'-, Queensland .'2 * '1',%
Executive Summary Moving Pavlova is an Australian feature film written by the award-winning Director, Luke Mayze. Ignition Films has the exclusive rights for production and distribution of the film and is committed to its potential as an outstanding prospect. In the tradition of Murielâ&#x20AC;&#x2122;s Wedding and My Big Fat Greek Wedding, Moving Pavlova is a feel good experience that explores the meaning of friends and family. These films consistently exceed box office averages. Based on a sample of films from the last ten years, the average box office of films in this genre is $9.8 million. There is an exceptional talent pool available with access to emergent technologies in pre-production, production and post-production.
Competitive Advantages d -L"'120' 32'-, +-"#* 2- + 6'+'1# 0#230,1I 0#2 ', !-,20-* ," ',!0# 1# '+. !2 d -5 3"%#2 4-'"',% 2&# !-+.*#6'27 ," !-+.*' ,!# 11-!' 2#" 5'2& %-4#0,+#,2 $3,"',% d '%& /3 *'27 .0-"3!2 5'2&', , #12 *'1&#" %#,0# d +.*#+#,2 2'-, -$ + 0)#2',% .* , $0-+ 2&# 12 02 -$ .0-"3!2'-, 31',% !300#,2 + 0)#2 research to maximise launch d #7 ! 12',% "#!'1'-,1 2- --12 ',2#0, 2'-, * .-2#,2' * d 2'*'1',% .0-"3!2'-, 1#04'!# ,#25-0)1 2- #,130# &'%& .0-"3!2'-, 4 *3#1 2 *-5 !-12 d #"#0 * %-4#0,+#,2 #,& ,!#" '21 13..-02 2&0-3%& 2&# 0-"3!#0 $$1#2 1!&#+# d &# .0-*'$#0 2'-, -$ "'%'2 * 2#!&,-*-%'#1 '1 0#"3!',% 2&# !-121 -$ $'*+ .0-"3!2'-, ," "'120' 32'-, 5&'*# + ',2 ',',% /3 *'27
Key Investment Highlights d #!-+# , 6#!32'4# 0-"3!#0 ," , ',2#%0 * .* 7#0 ', 2&# %0-5',% # 230# '*+ ,"31207 d -4',% 4*-4 '1 1#" -, .0-4#, 1&-02 $'*+ !-,!#.2 5',,#0 2 2&# 0,#0 - "1&-5 #5 Filmmakers Awards d 0%# 2 0%#2 + 0)#21 ..# *',% 2- 5#""',% ," $ +'*7 !-+#"7 3"'#,!#1 #6!##"',% -6 office average ($9.8m vs $2.6m) d 3120 *' , '*+ '1 {9G9 , 0#4#,3# + 0)#2 5'2& #6. ,1'4# ',2#0, 2'-, *I ," ancillary markets d 6.#0'#,!#" 2# + $-0 .0-"3!2'-,I .-12L.0-"3!2'-, ," "'120' 32'-, d . 2- <BÂ %-4#0,+#,2 0# 2# $-0 .0-"3!2'-, d '%& '+. !2 !-L"'120' 32'-, +-"#* 5'2& >@Â &'%&#0 0#230,1 2& , $3** "'120' 32'-, d # 230# $'*+1 & 4# 120-,% 20 !) 0#!-0" -$ * 0%# 3.*'$2 ," 0# )#4#, #4#,
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Board & Management: Luke Mayze - Director s ',#+ t An award-winning filmmaker, Luke has directed, written and produced many internationally successful 1&-02 $'*+1 ," "-!3+#,2 0'#1 ',!*3"',% :<&01 s tI &# -* , 5',1 s>B ',32#1t ," *711 ," #2& ,7 s tG Simon Toy - Director - Ignition Films :B 7# 01 #6.#0'#,!# ',!*3"',% #',% 11-!' 2# 0-"3!#0 $-0 #25-0)? +','L1#0'#1 &0-3%& 7 7#1 s 3"%#2 $8m). Produced 8 short films, all screened domestical*7 ," ',2#0, 2'-, **7G '+-, & 1 , !32# ),-5*#"%# of the physical mechanics in the creation of film. Craig Rossiter â&#x20AC;&#x201C; Producer - Ignition Films BA, MBus '2& :B 7# 01 #6.#0'#,!#I 0 '% -11'2#0 0',%1 intimate knowledge of film marketing and distribution. 0 '% & 1 &'%& *#4#* -$ #6.#0'#,!# & 4',% !-,20' 32#" 2- 2&# 13!!#11 -$ !-+. ,'#1 13!& 1 -,', '*+1I - "1&-5 '*+ '120' 32-01 ," #,"7 ',#+ 1G
Corporate Structure Moving Pavlova P/L will commercialise the film. Ignition Films P/L holds the intellectual property. Investors will -5, #/3'27 ', -4',% 4*-4 G
Exit Strategy @BÂ -$ 0#230,1 -!!30 ', $'012 ; 7# 01 $0-+J #230, -$ ! .'2 * s,- 2 6 !-+.-,#,2t ,2#0#12 -, .0',!'. * -$ ?G=Â 3,2'* 2&# .0',!'. * '1 0#. '" Franked dividend on any profit generated
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for Ignition Films Pty Ltd.
PROPERTY
Company Name Sector Year Established Business Stage Location Seeking
7 20##2 ', ,!# 27 2" Financial Services :BB? Mature Stage Melbourne, Australia .'2 * '1',%
Executive Summary Bay Street Finance provides flexible financing for small businesses. Sustainable businesses deserve to be supported with funding solutions, with mainstream banks often neglecting this important sector. Bay Street Finance is committed to providing fundamentally sound small businesses with access to the finance they need to realise their potential. Target customers include self employed tradesmen & owner drivers, contractors, small businesses and professionals. Bay Street Financeâ&#x20AC;&#x2122;s Summary of Offering is predominantly â&#x20AC;&#x153;Low docâ&#x20AC;? â&#x20AC;&#x201C; proof of income required, rate to reflect risk, underlying â&#x20AC;&#x153;fundedâ&#x20AC;? asset forms primary security, personal and/or corporate guarantees required for every transaction, as well as significant â&#x20AC;&#x153;chargeâ&#x20AC;? and â&#x20AC;&#x153;caveatâ&#x20AC;? clauses in loan documents. Assets financed include cars & commercial vehicles, classic & collectable cars, trucks & trailers, earthmoving equipment, office equipment and artwork & antiques.
Competitive Advantages d *#6' *#I 2 6 #$$#!2'4# $', ,!',% 1203!230#1 31',% $', ,!# *# 1# ^ &'0# .30!& 1# .0-"3!21 d -!31 -, $3," +#,2 **7 1-3," 31',#11#1 d 0'!',% 2- 0#$*#!2 0'1)I 1#04'!',% ," 1#!30'27 d '%-0-31 !0#"'2 .0-!#11 d *2#0, 2'4# 2- ,) "# 2 d ..0-4 * ^ 1#22*#+#,2 5'2&', :< &-301 d ** -00-5#01 +312 & 4# 0# * #12 2# #/3'27
Board & Management: David Lowe â&#x20AC;&#x201C; Managing Director Dip. Bus Stud Accounting 4'" & 1 :@ 7# 01 #6.#0'#,!# ', 2&# $', ,!# ',"31207I including operating his own finance broking business. He has been instrumental in the creation of a number of high interest rate products now incorporated in the Bay Street Finance range. Ken Poutakidis L '0#!2-0 B. Bus (Banking & Finance) #, & 1 9= 7# 01 #6.#0'#,!# ', 4 0'-31 #6#!32'4# $', ,!# .-1'2'-,1 ',!*3"',% $-0 * 0%# +',',% !-+. ,7I $-0 -32'/3# 31',#11 -,13*2',% !-+. ,7 ," !300#,2*7 -0.-0 2# ', ,!# '0#!2-0 for a Melbourne Share Broking firm. Anne Maree Darlington L $$'!# , %#0 ,,# & 1 :B 7# 01 #6.#0'#,!# ', 2&# $', ,!# ',"31207 working for a number of major financiers and finance brokers.
Corporate Structure 7 20##2 ', ,!# 27 2" '1 , 3120 *' , .0'4 2# company.
Exit Strategy ,4#12+#,2 +-3,21 5'** # 0#+'22#" 2- ',4#12-01 -, + 230'27 -0 # 0*'#0 s-, 2&0## +-,2&1 ,-2'!#tG ,2#0#12 earned can be capitalised should investors desire.
Key Investment Highlights d 7 20##2 ', ,!# .0-4'"#1 ',4#12-01 5'2& $'6#" 0#230,1 ', 4-* 2'*# + 0)#2 d 7 20##2 ', ,!# -$$#01 2&0## ',4#12+#,2 -.2'-,1 L 9: +-,2&1 Â&#x2021; 9=Â K :< +-,2&1 Â&#x2021; 9=G=Â K ;> +-,2&1 Â&#x2021; 9>Â d 0*7 0#. 7+#,2 -, ; +-,2&1 ,-2'!# d ,4#12+#,2 0#230,1 ! , # 0#!#'4#" +-,2&*7 ', 00# 01 -0 ! .'2 *'1#" -4#0 2&# *'$# -$ 2&# investment d - , %0##+#,2 #25##, 7 20##2 ', ,!# ," ',4#12-01 5'2& , ,4#12+#,2 #02'$'! 2# 113#" d ,4#12+#,21 + , %#" 7 , #6.#0'#,!#" 2# +I 5'2& -4#0 {=B+ -$ "# *1 -0'%', 2#" d 62#,1'4# !-+.*' ,!# ," %-4#0, ,!# $-!31 ," .0-!#"30#1 d '%-0-31 0'1) + , %#+#,2 $0 +#5-0)K .-*'!'#1 ," + ,3 *1 0# 4 '* *# $-0 ** .0-1.#!2'4# clients for review
Further Information To learn more about this opportunity go to www.wholesaleinvestor.com.au and search for 7 20##2 ', ,!# 27 2"G
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Listing Index Company Name
Code
Business Stage
Sector
2UP Holdings Acquest Asset Management Activeplus Pty Ltd Advocate Partners Aeroship Commercial Ltd AG Delta Pte Ltd Agriculture Opportunity Ampan Naturally Anteo Diagnostics (ASX:ADO) Astra Mining ATF Group (PDF) Limited Atlantic Healthcare Atlantis Resources Corporation Ausdex Diamonds Australian Americaâ&#x20AC;&#x2122;s Cup Team Australian Bauxite Limited (ASX:ABZ) Australian Brewery Corporation Azure Energy Technologies Pty Ltd Barefoot Power Bay Street Finance Because Group International Bionomics Limited (ASX:BNO) Blue Fusion Asset Management Pty Ltd Bone Medical Limited (ASX:BNE) Brightgreen Pty Ltd Broadvector Limited Carbon Conscious Ltd (ASX:CCF) CassTech Limited CB Greater Australia Ceduna Keys Development Pty Ltd Circadian Technologies Limited (ASX:CIR) Cobar Consolidated Resources Limited (ASX:CCU) Commissioners Gold Ltd Crescent Gold Ltd (ASX:CRE) Devicon Eastland Medical Systems Limited (ASX:EMS) EasyFood Limited Eclipse Uranium Limited IPO EcoQuest Limited (ASX:ECQ) Enerji Limited (ASX:ERJ) Forza Capital Pty Ltd Future Capital Development Fund Limited Global Digital Networks Global Resources Corporation Limited (ASX:GRM) Gold Anomaly Limited (ASX:GOA) Gold Mines of Peru Limited (ASX:GMO) Gold Road Resources Limited (ASX:GOR) GoPC Pty Ltd Gratuk Technologies Pty Ltd Green Resources Group Limited Hunome Pty Ltd Ignition Films Intresto KarmelSonix Limited (ASX:KSX) KFSU Pty Ltd Leverage Property Lindsay PieMaking Equipment Lobster Harvest Ltd Magma Mines Ltd Mailing Lists Online Pty Ltd Mako Energy Limited (ASX:MKE) Management Resource Solutions Limited Matakii Development Group Microequities Deep Value Microcap Fund Mikoh Corporation Limited (ASX:MIK) Minemakers Limited (ASX:MAK) MIRTeq Pty Ltd MyGuestlist NavraInvest Pacific Island Aquaculture Pty Ltd Pacific Islands Project Solutions Pacific Retail Management Pty Ltd Patrys Limited (ASX:PAB) Phase Changer Pty Ltd Phosphagenics Limited (ASX:POH) Phylogica Limited (ASX:PYC) Pico Pharmaceuticals Ltd (Pre-IPO) Planet Power Energy Limited Primewest Funds Ltd Progen Pharmaceuticals Limited (ASX:PGL) Property Match Up Rainbow Rewards Holdings Limited Rentmaster Pty Ltd Rox Resources (ASX:RXL) Spark Solar Australia Special Phage Holdings Pty Ltd Sustainable Energy Australasia Taffsman and Company Tailored Franchise Holdings Ltd Thomson Resources Ltd (IPO) Viralytics Limited (ASX:VLA) Vocus Communications Ltd (ASX:VOC) Wilson HTM Priority Growth Fund Your Portal Pty Ltd Z-Filter
2UP VML ACP ADP ARO AGD AGO APN ADO AML ATF AHC ARC AXD AAC ABZ ABC AZE BFP BSF BCI BNO BFM BNE BGN BDV CCF CTH CBG CKD CIR COB CMG CRE DVN EMS ASY EUL ECQ ERJ FZC FCD GDN GRM GOA GMO GOR GPC GTK GRG HNM IGF INT KSX KFS LVP LPM LHL MAG MLO MEL MRS MDG MCQ MKH MAK MIR MGT NIV PIA PIP PRM PAB PCR POH PYC PIC PPE PWF PGL PMU RRH RMR RXL SSA SPH SBE TFF TFH TMZ VLA VOC WIG YPL ZFL
Commercialisation Pre-IPO Early Stage Early Stage Early Development Expansion Stage Established/Expansion Early Sage ASX Listed Expansion Commercialisation Commercialisation Commercialisation Early Stage Start-up Exploration Commercialisation Early Stage Expansion Stage Mature Stage Expansion Discovery Early Stage Late Development Expansion Stage Clinical Development ASX Listed Pre-IPO Development Project Approved ASX Listed Project Development Junior Explorer Gold Producer Growth ASX Listed Developing IPO Expansion Stage Commercialisation Early Stage Expansion Stage Expansion Exploration Exploration IPO Advanced Exploration Early Expansion Early Stage Expansion Stage Expansion Stage Early Stage Early Stage Commercialisation Commercialisation Expansion Expansion Late Development Exploration Early Stage Expansion Expansion Stage Early Stage Established Development Mature Stage Commercialisation Early Stage Mature Stage Early Stage Early Stage Expansion Stage Clinical Development Expansion Stage ASX Listed Mature Stage Clinical Development Expansion Stage Mature Stage Commercialisation Expansion Pre-IPO Early Stage Exploration Early Stage Early Commercialisation Early Stage Expansion Early Stage Exploration ASX Listed ASX Listed Expansion Stage Growth Commercialisation
Gaming / Wagering Property/Professional Services Healthcare Financial Services Transport Financial Services Software Agriculture Construction Biotechnology Mining and Industrials Diagnostic IT Specialist Pharmaceuticals Renewable Energy - Marine Power Wholesale Diamonds Sporting Franchise Mining Consumer (Food/Beverage) Energy Energy Financial Services Global Media Distribution Healthcare/Biotech Financial Services Biotech Green Tech Biotechnology / Pharmaceuticals Clean Technology Agriculture / Greentech Property Building & Construction Healthcare/Biotech Mining Mining Mining (Gold) Property Biotech/Healthcare Food / Diet Programs Mining Cleantech Cleantech Property Funds Management / Internet Information Services and Technology Mining Resources Mining Exploration IT/Internet Veterinary Treatments Green Tech Consumer Internet Entertainment Clean Construction / IT Healthcare Food Ingredients Property / Development Manufacturing (Food) Aquaculture / Clean Technology Mining IT Oil and Gas Resources Property Financial Services IT Mining Fibreglass Composites IT & Technology Financial Services Fish Farming Mining Retail Food Franchising Biotechnology Manufacturing (Electrical Goods) Biotechnology Biotechnology Biotechnology / Pharmaceuticals Cleantech / Retail Property Biotechnology/Pharmaceuticals Real Estate / IT Financial Services Property Management Mining Cleantech Biotechnology / Pharmaceuticals Renewable Energy Agribusiness Franchise Minerals Exploration Healthcare Telecommunications Investment Management Financial & Professional Services Cleantech / Greentech
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With a population growth of 40% predicted by 2020, the Mackay-Isaac-Whitsunday region is recognised as one of the fastest growing regions in Australia.
Investment Opportunities from Coal to Coast INVEST Mackay Isaac Whitsunday Conference 2011 14 April 2011 Mackay Entertainment & Convention Centre FEATURING A SHOWCASE OF NEW INVESTMENT OPPORTUNITIES! Proudly sponsored by:
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