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Tim Boreham

Tim Boreham edits The New Criterion. Many readers will remember Boreham as author of the Criterion column in The Australian newspaper, for well over a decade. He also has more than three decades' experience of business reporting across three major publications.

Markets / Shares

Kalgoorlie Gold Mining’s Riches Lie Close to Home

June 15, 2022June 15, 2022 - by Tim Boreham

Kalgoorlie Gold Mining sees no reason to stray beyond the storied WA gold region that shares its name. Tim Boreham takes a look into the recently listed miner.

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Markets

Queuing at the ATM: ASX small caps discover a handy source of funding

June 3, 2022June 3, 2022 - by Tim Boreham

ASX-listed small cap companies are flocking to the ATM for a ready source of cash, at a time and amount of their choosing. Not, as Tim Boreham explains, the sort of ATM you might be thinking.

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Markets / Shares

My Foodie Box Delivering to Households and Investors

May 29, 2022May 29, 2022 - by Tim Boreham

My Foodie Box sold its first meal kits in 2019 to 35 subscribers but now has an active subscriber base of more than 2000, with expectations of doubling this number by the end of 2022.

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Commodities / Markets / Shares

ABx Serving Up Rare Earth Treats for Investors

April 28, 2022April 28, 2022 - by Tim Boreham

Among the various projects it currently has on the go, Tasmanian-based miner ABx Group is serving up rare earth treats for investors from its four Tasmanian super magnet metals prospects.

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Markets / Shares

For WA Minnow NickelX, the Devilish Metal Has Heavenly Appeal

April 22, 2022April 22, 2022 - by Tim Boreham

Currently a $10 million market cap tiddler, NickelX hopes to join the WA nickel big league with its acquired Cosmos South project, at the north-east end of the Fraser Range. 

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Markets / Shares

Little Green Pharma in Pole Position for European Growth

March 8, 2022March 10, 2022 - by Tim Boreham

Known more as an Australian-focused medical cannabis minnow when it listed two years ago, Little Green Pharma now has access to more than half of the addressable EU market.

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Biotechnology / Markets / Technology / Tim Boreham

Buying Opportunities Beckon Amid Biotech Bloodbath

February 23, 2022February 23, 2022 - by Tim Boreham

The sharp retreat in global biotech valuations is creating rare buying opportunities as investors flee ‘riskier’ sectors on the back of rising rates, dwindling liquidity and heightened geopolitical tensions.

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EV Space / Lithium / Markets / Shares

Lithium Australia Charges Circular Economy with Battery Recycling Division

February 2, 2022February 2, 2022 - by Tim Boreham

While the batteries that power EVs are a potent weapon against climate change, they have their own sustainability challenges. Lithium Australia is looking to solve one of them.

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Commodities / Markets / Shares

ABx Group Eyes Aluminium Industry’s Version of AdBlue

January 28, 2022January 28, 2022 - by Tim Boreham

Sometimes it’s the supposedly smaller things that can grind industry to a halt, such as the current shortage of the obscure diesel additive AdBlue. ABx Group may just have a solution.

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Markets / Shares

Ardiden Strives to Shake Up the Industry Gorillas in Canada

December 27, 2021December 29, 2021 - by Tim Boreham

Ardiden’s Pickle Lake Gold Project in the gold-rich province of Ontario is just down the road from mines operated by the likes of Evolution Mining, Newmont Mining and Barrick Gold.

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Markets / Shares

VIP Gloves Expansion Hands Shareholders Pleasing Returns

September 17, 2021September 17, 2021 - by Tim Boreham

For VIP Gloves, a pre-pandemic decision to expand its Malaysian production capacity has proved a positive strategic move capitalising on Malaysia’s dominant global glove manufacturing industry.

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Markets / Technology

How Luxury Escapes Tackled COVID While Other Travel Platforms Took Flight

August 11, 2021 - by Tim Boreham

In his progression from student entrepreneur to founder of one of the world’s fastest growing online travel companies, 41-year-old Melburnian Adam Schwab has tackled plenty of business challenges.

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Biotechnology / Markets / Shares / Technology

Memphasys Taking on One of Humanity’s Most Pressing Issues

August 11, 2021 - by Tim Boreham

Humanity has a profound demographic problem and it’s not overpopulation. On the contrary, men are becoming more infertile and the quality of their sperm is deteriorating, leading to health problems.

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Biotechnology / Markets / Shares

Alzheimer’s Decision Sends Positive Message to Aussie Biotechs

June 10, 2021 - by Tim Boreham

The US Food and Drug Administration’s approval of a new treatment for Alzheimer’s disease suggests a sea change in the regulator’s attitude to green-lighting novel drugs for difficult-to-treat illnesses.

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Markets / Shares / Technology

Acquisitive Spirit Takes on Telco and Tech Incumbents

May 28, 2021May 31, 2021 - by Tim Boreham

Spirit Technology Solutions has undergone an acquisition and organic sales-fuelled metamorphosis, selling an array of I.T. and telco add-on services to small to mid-sized businesses and not-for-profit clients.

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Markets / Shares / Technology

Heart Innovator Anteris Takes on Medical Device Giants

May 25, 2021May 25, 2021 - by Tim Boreham

It has been a rocky corporate journey for the ASX-listed Anteris Technologies, but with its revolutionary heart technology Anteris has the ticker to be the next Aussie medical device giant.

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Commodities / Markets / Shares / Tim Boreham

Calima Energy Poised to Expand in Canada’s Best Hydrocarbon Addresses

May 7, 2021May 7, 2021 - by Tim Boreham

Tim Boreham has a look at Australian oil and gas developer Calima Energy (ASX: CE1) after its acquisition of Canadian producer Blackspur Oil and recent capital raising.

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Shares

Little Green Pharma Eyes Global Markets After Federal Regulator Approves State-Of-The-Art Manufacturing Facility

October 27, 2020October 27, 2020 - by Tim Boreham

Little Green Pharma has become one of the few Australian cannabis companies with full approvals from both the TGA and the Office of Drug Control.

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Biotechnology / Shares

Antisense Eyes A Golden Ticket In The US

October 7, 2020October 7, 2020 - by Tim Boreham

Two announcements from drug developer Antisense Therapeutics have raised hopes of an expedited path to market for its novel candidate to treat a genetic muscular disorder that affects only boys and is regressive, fatal, and poorly treated.

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Shares / Video

With A ‘Ticket To Ride’, Kazia Wows Investors With Its Rare-Cancer Story

August 24, 2020October 14, 2020 - by Tim Boreham

Kazia Therapeutics has been trialling its lead drug paxalisib (formerly GDC-0084) to treat the aggressive and complex disease. Paxalisib inhibits a signalling pathway called PI3K which is expressed in 85 per cent to 90 per cent of glioblastoma tumours. After years of quiet development, Kazia in August achieved two key milestones.

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Shares

Investors Are Listening As Immutep Eyes Revolutionary Cancer Treatments

August 12, 2020August 12, 2020 - by Tim Boreham

With Immutep’s largest and most advanced trial in breast cancer patients, AIPAC, the company is running it alone. Otherwise, its clinical activities revolve around partnerships with big pharmaceutical houses, which reduce the risk and cost of big-ticket drug development.

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Shares

Novonix Is Off The Blocks In The Race To Build A ‘Million Mile’ Battery

July 30, 2020July 31, 2020 - by Tim Boreham

As a pioneer of advanced battery materials the ASX listed technology house Novonix is playing a key role in cracking the battery equivalent of Roger Bannister’s four-minute-mile in 1954.

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Markets

Turn On, Tune In But Don’t Drop Out: The Pending Boom In Psychedelic Medicines

June 16, 2020June 16, 2020 - by Tim Boreham

While local investors are unfamiliar with psychedelic therapy, this is likely to change given the burgeoning interest in North America, where no fewer than 20 companies are actively involved in the field.

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Shares

Are The Banks Perfume Or Poison To Investors?

June 10, 2020June 10, 2020 - by Tim Boreham

Assuming the lack of a bad debt apocalypse, the big banks certainly look cheap. But the smaller banks look even cheaper, which suggests there’s better value at the minnow end which is more oriented to mortgages than business lending.

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Shares

The Gambling Stocks To Punt On Post The Coronavirus Crunch

June 3, 2020 - by Tim Boreham

The age-old notion of Australians betting on anything that crawls has been supported by the behaviour of sports punters during the virus lockdown that has stymied most professional sporting events.

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Shares

Little Green Pharma Stands Out Amid The Crowded Cannabis Canopy

May 15, 2020May 15, 2020 - by Tim Boreham

Little Green Pharma was the first company to produce a home-grown medicinal cannabis product for patient use and it was also the first to export when it became legal to do so. Tim Boreham highlights why the company stands out as a genuine player above a canopy of chancers.

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Commodities / Shares

Bargains For The Brave In The Mining Services Sector

May 12, 2020May 12, 2020 - by Tim Boreham

The New Criterion’s Tim Boreham highlights several mining services contractors, large and small, and their potential at this time.

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Commodities / Shares

Time For Yellowcake’s Day In The Sun?

May 4, 2020May 7, 2020 - by Tim Boreham

As followers of uranium would know, there have been plenty of proclamations about an imminent recovery post Fukushima, but they have all turned out to be false dawns. With buyers and sellers trilling from the same song book, is this time different?

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Shares

Will The Listed Sanitiser Stocks Clean Up – Or Clean Out – Investors?

April 23, 2020April 23, 2020 - by Tim Boreham

Who said capitalism was dead in the new world order of prolific government handouts? The profit motive is at least alive and kicking in the sexed-up sanitiser sector, as both new and established participants grab on to what’s hopefully a once-in-a-lifetime opportunity.

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Shares

Organic Growth: The Next Generation Of Stocks Tapping The “Wellness” Boom

April 15, 2020April 15, 2020 - by Tim Boreham

Usually referred to in the same breath as health, “wellness” is an amorphous term but that hasn’t stopped investors from flocking to listed exposures to trendy sectors such as organics, artificial meat, probiotics, vitamins and health supplements.

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Shares

The Business Models Holding Up In The Rout

April 1, 2020April 3, 2020 - by Tim Boreham

Beyond the dismal parade of ASX-listed victims ensuing from the corona crisis, a low-profile cluster of stocks is benefiting from the mayhem.

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Shares

The BNPL Sector Faces Its Sternest Test

March 27, 2020March 27, 2020 - by Tim Boreham

The New Criterion’s Tim Boreham assesses what the virus and lockdown mean for Afterpay and other listed buy now, pay later companies.

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Commodities / Shares

Who (Eventually) Benefits From The New Oil Shock

March 18, 2020March 18, 2020 - by Tim Boreham

In more normal times – and nothing is normal at the moment – low oil prices benefit the global economy and stocks such as manufacturers and transport companies. Tim Boreham outlines those Australian companies which stand to benefit from significantly lower energy prices.

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Shares

Do Less Risky Stock Market Exposures Really Exist?

March 13, 2020 - by Tim Boreham

With a sense of raw panic descending on global stock markets, the question is whether there are any truly safe havens in terms of remaining exposed to equities?

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Shares

The New Cinema Blockbuster As Village Fades To Black

March 9, 2020March 9, 2020 - by Tim Boreham

Just as video didn’t kill the radio star, DVDs didn’t snuff out the silver screen and then streaming failed to deliver the mortal blow.

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Shares

ASX Biotech Poised To Disrupt Global IVF Market

February 26, 2020March 17, 2020 - by Tim Boreham

ASX-listed Memphasys (MEM), has developed a novel device to separate and select sperm more quickly and effectively than the current methods. Dubbed Felix, the device uses electrical fields and membranes to sort the sperm by quality and size.

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Commodities / Shares

Is There Value In Unloved Coal Stocks?

February 26, 2020March 18, 2020 - by Tim Boreham

In adversity lies opportunity and some deep-pocketed investors have recognised that, like the Stone Age, the era of coal won’t end overnight.

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Shares

All The Dope On Emerald Clinics’ Limp Debut

February 24, 2020February 24, 2020 - by Tim Boreham

Having been long on promises but short on deliverables, the ASX listed cannabis sector is taking an evolutionary step from growing the stuff to proving that pot is indeed the healing herb it is meant to be.

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Shares / Technology

When High-Flying Tech Darlings Return To Earth

February 19, 2020February 19, 2020 - by Tim Boreham

The savage share sell down of Nearmap highlights the dangers of investing in tech stocks valued on lusty revenue multiples that leave little room for error. Given that billion-dollar valuations have become common in the sector, no doubt other casualties will emerge as the reporting season unfolds.

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Shares

Stocks That Tap The Disaster Zeitgeist

February 5, 2020February 5, 2020 - by Tim Boreham

As is the norm, the speculative end of the market moves to its own rhythms and influences. In this vein, here are three ‘special situation’ stocks that plug into the topical anxieties of natural disasters, the coronavirus threat and the security of domestic gas supply.

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1 2 … 5 Next
  • Beijing Looks Set to Extend NEV Subsidies
  • Biotech, Down but Absolutely Not Out
  • The Week that Was – June 20-24, 2022
  • The Plunge in Shares & Flow on to Super
  • Tough Week for Some Local Gold Producers
  • Fear of Hanging On and Quasimodo’s Dream
  • TPG – Macquarie rates the stock as Outperform
  • MTS – UBS rates the stock as Buy

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4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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