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​Independent Investment Research, "IIR", is an independent investment research house based in Australia and the United States. IIR specialises in the analysis of high quality commissioned research for Brokers, Family Offices and Fund Managers. IIR distributes its research in Asia, United States and the Americas. IIR does not participate in any corporate or capital raising activity and therefore it does not have any inherent bias that may result from research that is linked to any corporate/ capital raising activity.

IIR was established in 2004 under Aegis Equities Research Group of companies to provide investment research to a select group of retail and wholesale clients. Since March 2010, IIR (the Aegis Equities business was sold to Morningstar) has operated independently from Aegis by former Aegis senior executives/shareholders to provide clients with unparalleled research that covers listed and unlisted managed investments, listed companies, structured products, and IPO's.

IIR takes great pride in the quality and independence of our analysis, underpinned by high caliber staff and a transparent, proven and rigorous research methodology.

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JAY BLUEJAY MINING

Bluejay Mining plc

Full Report Available at Bluejay Mining plc Bluejay Mining plc (“Bluejay”) is an exploration and development company with projects in Greenland and Finland. The company is working towards construction of the fully permitted Dundas Ilmenite Project (“Dundas”) and advancing its other existing projects in Greenland and Finland. The company has secured world-class partners for its Disko-Nuussuaq (“Disko”) and Enonkoski projects that will enable the company to participate in the development of th...

01/05/22 January 5, 2022 30 EN
Independent Research
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BTI Bailador Techno...
CAM CLIME CAPITAL ... (+7)

LMI Monthly Update - Are You Doubling Down on Your Aussie Large Cap Ex...

Full Report Available at Are You Doubling Down on Your Aussie Large Cap Exposure? The release of financial accounts is one of the few occasions we get a look at the full portfolio of a LIC or LIT. With the completion of results season for the majority of LICs and LITs at August-end we got a look at the portfolios and thought it was a good time to take a look at whether Australian Large Cap LICs offer a level of diversification or whether investors are doubling down on their stock exposure in t...

BTI BAILADOR TECHNOLOGY INVESTMENTS
CAM CLIME CAPITAL
CDM CADENCE CAPITAL
K90 LOOMIS AB
RF1 REGAL INVESTMENT FUND
QRI QUALITAS REAL ESTATE INCOME FUND
(ASX: LSGE) LOOMIS SAYLES GLOBAL EQUITY FUND
12/19/21 December 19, 2021 10 EN
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(ASX: LSGE) Loomis Sayles G...

Loomis Sayles Global Equity Fund (Quoted Managed Fund) (ASX code: LGSE...

Full Report Available at Loomis Sayles Global Equity Fund (Quoted Managed Fund), (ASX: LSGE) (the “Fund”) is a newly listed Exchange Traded Managed Fund (ETMF), also known as an Active ETF. The Fund was listed on 1 October 2021 and provides exposure to the Loomis Sayles Global Equity Opportunities Strategy (the “Strategy”), which was established in October 2004. The Responsible Entity (RE) is Investors Mutual Limited who has appointed Loomis, Sayles & Company, L.P as the Investment Manager (“L...

(ASX: LSGE) LOOMIS SAYLES GLOBAL EQUITY FUND
12/19/21 December 19, 2021 18 EN
Independent Research
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CAM CLIME CAPITAL

Clime Capital Limited (ASX: CAM)

Full Report Available at Clime Capital Limited (ASX: CAM) is a Listed Investment Company (LIC) with a long history, with the Company listing on the ASX in February 2004. The portfolio is managed by Clime Asset Management Pty Limited, a wholly owned subsidiary of Clime Investment Management Limited (ASX: CIW), an ASX-listed asset management company with $1.18b funds under management (FUM) and $5.1b funds under management and advice (FUM&A) as at 30 June 2021. The Company’s primary objective is ...

12/19/21 December 19, 2021 21 EN
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ASX: BCB Bowen Coking Co...

ACQUISITIONS ARE A LOW COST PATH TO PRODUCTION - Bowen Coking Coal Lim...

Full Report Available at ACQUISITIONS ARE A LOW COST PATH TO PRODUCTION Bowen Coking Coal Ltd will have acquired an impressive portfolio of assets in Queensland, Australia, capable of delivering coal into the currently very buoyant market from as early as the March Quarter 2022, and ramping up to over 4mtpa of saleable product, with over 90% of revenue from steel making coal initially, and 70% longer term.

ASX: BCB BOWEN COKING COAL LTD
12/19/21 December 19, 2021 48 EN
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ASX: IXR Ionic Rare Eart...

Ionic Rare Earths Limited - IIR Report

Full report available at Ionic Rare Earths Limited (“IonicRE” or “the Company”) is working aggressively towards development of its highly prospective Makuutu Rare Earths Project in Uganda. The clay deposit is near-surface, can be mined as a low-cost open pit and heap leach and is simple to process. This, combined with low capex requirements, make Makuutu an attractive source to supply the growing demand for rare earth elements. Uniquely, Makuutu’s basket of metals is weighted to heavy rare ear...

ASX: IXR IONIC RARE EARTHS LIMITED (ASX: IXR)
10/12/21 October 12, 2021 28 EN
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TNG TNG

TNG Limited (ASX:TNG)

NEARING DEVELOPMENT TNG Limited (“TNG” or “the Company”) has made significant progress towards a planned Final Investment Decision (“FID”), expected by mid-2020, for its 100% owned Mount Peake Vanadium- Titanium-Iron Project (“Mount Peake” or “the Project”), located in the Northern Territory (“NT”) of Australia. The Project includes two components - the Mount Peake mine site located near Alice Springs, and the TIVAN® processing plant in Darwin A key advance, as presented...

11/13/19 November 13, 2019 18 EN
IMU IMUGENE LTD.

Imugene Limited (ASX: IMU) - IMMUNOTHERAPY PLATFORM

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

07/16/19 July 16, 2019 20 EN
LTR Liontown Resour...

Liontown Resources Limited (ASX: LTR) - Research Update

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

LTR LIONTOWN RESOURCES
07/09/19 July 9, 2019 8 EN
PAI Platinum Asia I...

Platinum Asia Investments Limited (ASX: PAI)

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

PAI PLATINUM ASIA INVESTMENTS
07/07/19 July 7, 2019 16 EN
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NCM Newcrest Mining...

The Criterion - Weekly News on Aussie Stocks

While investor interest in ‘battery metals’ has focused on lithium and graphite, copper has been the quiet achiever in terms of its role in the renewable energy revolution. But with the copper price testing record highs set a decade ago, the credentials of the red metal are getting louder by the day. For veteran US energy and copper watcher Gianni Kovacevic, investing in copper is a no-brainer given the powerful supply and demand influences. These forces have pushed the price of the red metal be...

NCM NEWCREST MINING LIMITED
03/03/21 March 3, 2021 4 EN

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

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

07/17/19 July 17, 2019 4 EN

The New Criterion

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

07/10/19 July 10, 2019 4 EN

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