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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Efti a highly sought after compound for mono & combo Cancer treatment
Immutep (IMM.AX) is one of the most promising drug developers listed on the ASX. A core competency is its unsurpassed understanding of the biology of the lymphocyte activation gene-3 (LAG-3) and the development of therapeutics based on that knowledge. In this report, we take a deep-dive into Immutep’s project pipeline. We look at major factors in oncology drug development and the broader market and how Immutep are likely to support the value of its lead asset, eftilagimod alpha (efti), currently in mid-late-stage clinical trials. Finally, we look at the company’s intellectual property and management, the latter being often overlooked by investors.
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Do Two A+ Deals Foreshadow THE DEAL?
Licensing deals are the life blood of small pharmaceutical companies, representing their exit from the development of a molecule, often in a staged manner, and a coalescing of the value they have added to a compound. Kazia Therapeutics has done two licensing deals in the space of a month, something unique for an Australian company. In this report, we look at those deals, assess their quality and look at other takeaways they provide.
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Fit for tough times; prepared for coal’s upswing
Terracom has counter-cyclically placed itself in a position to improve efficiency and margins plus pursue organic mine growth. Cashflows will further swell once currently depressed coal prices rebound. These assets appear undervalued compared to our Base Case $0.27/share NPV valuation of TER. TER has upside on management’s record of delivering new projects from currently controlled development assets and/or by opportunistically securing acquisitions.
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And a Door Opens Wide
Antisense Therapeutics’ lead drug sits at the nexus of two areas of drug development that are starting to grow dramatically in importance. One relates to its mode of action and the other to the type of drug it is. Combine that with management who know the drug very well and strong results in a trial in a horrible disease afflicting children, and you have the basis for true value creation.
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The EV Megatrend – Responsibly sourced lithium the “new oil”
Lake Resources (LKE.AX) aims to become a major global producer of high quality battery grade lithium carbonate. It holds 100% equity in four significant Argentinian brine assets situated in the Lithium Triangle. LKE is using disruptive lithium extraction technology to produce lithium for sales into the US, Europe and Asia. With its clean tech partner Lilac Solutions, LKE is moving fast to bring a low carbon, low water, low waste, no acid products, light footprint, low-cost and high value project to market.
