Some Tech Specs

Update 3/11/15

Tikforce reverse takeover of Palace Resources Limited (ASX:PZR)

What does Tikforce do
Tikforce said it currently provides identity checking services through Australia Post, Through the Tik.me platform

according to the tik.me site

“Tik.me introduces a new way for workers and employers to be part of the workforce marketplace.

Our premium service to get Tik.me verified values the importance of having skills, licences, qualifications, and other credentials verified for rapid on-boarding and continued compliance.

Tik.me guarantees* that verified workers have met a 100-point ID check and made a statutory declaration that their skills are true and valid through our partnership with Australia Post.

Tik.me verified status helps employers reduce the risk of non-compliance.”

Possibilities:

By leveraging off the existing comprehensive identity checks and in-person process through Australia Post Tik.me can now offer validation of contractor and worker skills, and identity checks

Other services can include skills
validation
insurance checks
pre-qualification requirement checks

all these assist companies and employers with maintaining compliance

the company said it will extend its reach globally, with international expansion pinned for early next year with TikForce able to provide digital ID verification in over 100 countries.

should have a market cap once all is finalised at $15M (if the cap raising price of $0.10 used)

Xped reverse takeover of Raya Group (ASX:RYG)

What does Xped do
device browser to control anything which is Auto Discovery Remote Control (ADRC) from your phone

ADRC opens the opportunity up to take advantage of the internet of things (IoT) and

Possibilities:

according to a presentation on the ASX for RYG

by 2020 the IoT market will be worth $1 trillion

should have a market cap once all is finalised at $30M (if the cap raising price of $0.02 used)

23/10/15

Been noticing the Reverse takeover or Backdoor listings into listed mining shell companies seems becoming quite the trend

this has seen the relatively quick rises or 1PG, RFN and MIG who have all risen at blisteringly fast rates

lets have a look at some upcoming backdoor listings

Updater – IPO soon – people who move house

Alcidion – soon – electronic patient record system

Whole New Home – currently listed (ASX:WNH) – connects designers with homeowners

AHALife – currently listed (ASX:AHL) – portal for luxury goods designers with buyers (sort of like a high end etsy)

ShareRoot via Monto Minerals (ASX:MOO) – Soon – User Generated content marketing platform for Enterprise

cardinal House via Fe Limited – Soon

Bailador (ASX:BTI) – Invests in startups

some to add to the watchlist

As always This column is the personal opinion of the writer and does not imply any stock recommendations or offer financial advice. Readers should do further research of their own or talk to their adviser before acting on themes in this article. All attempts have been made to amke sure the accuracy of all prices and analysis at the Date of publication at the top of the post

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Current dividend opportunites

My Favourite picks

 

ASX Code Security Description Last Sale Div c per share Franked Div Div yld % P/E Ratio Div yld FF %
BYL Brierty 0.24 3 f 12.5 10.3 17.88
FXL FlexiGroup 2.53 17.75 f 7.02 9.3 10.04
DWS DWS 1.045 7.5 f 7.18 10.4 10.27
BDR Beadell Resources 0.155 1 6.45 6.45
MLD MACA 0.86 14.5 f 16.86 3.6 24.11
ANI Australian Ind Reit unt 2.38 18.2 7.65 6.3 7.65
ANZ ANZ Banking Grp 28.46 181 f 6.36 10.5 9.09
BEN Bendigo&Adelaide Bk 10.42 66 f 6.33 11.3 9.05
NAB National Aust Bank 31.7 198 f 6.25 13 8.94
BOQ Bank of Qld 12.8 74 f 5.78 14.7 8.27

Source: http://www.afr.com/share_tables/

As always This column is the personal opinion of the writer and does not imply any stock recommendations or offer financial advice. Readers should do further research of their own or talk to their adviser before acting on themes in this article. All prices and analysis at the Date of publication at the top of the post

Oversold ? ASX:BDR, ASX: TGS

15 Sept 2015
I know its been a while but the market has been in a very volatile state
the volatility index (S&P ASX 200 VIX) is around the 20 plus mark which correlates to other large correction/recessionary periods
to get the picture it usually sits in the 9-15 range which is saying a lot

anyways as a result of this there are some interesting companies which may have taken an undue hammering in the market. I would consider them over-hammered

1. ASX:BDR
Beadell Resources Ltd

Corporate Snapshot

Market Cap 84 M
Share Price: $0.105
Cash @ June 2015 $ 11 M

What do they do:
– Gold Producer

Story so far
Had a particularly bad 2015 – Dive in profit and revenue

Reasons to get on Board
– 2016 is going better so far
– Costs are in Brazilian Real currency which has depreciated against USD as has the AUD
– this means Cash cost around 1,000 USD as long as Gold Price stays at $1100 then
potentially Profit could be in vicinity of $13 – 30M
– new mine plan and equipment should help to ensure better operational outcomes

Reasons to NOT get on board
– Rain and production issues seem to have dogged beadell
– gold price drops below $1,000

My thoughts
In this current environment gold will become a safe haven and this should positively impact gold producers

Verdict – Buy below 11c

As always This column is the personal opinion of the writer and does not imply any stock recommendations or offer financial advice. Readers should do further research of their own or talk to their adviser before acting on themes in this article. All prices and analysis at the Date of publication at the top of the post

2.
ASX:TGS
Tiger Resources Ltd

Corporate Snapshot

Market Cap 67 M
Share Price: $0.059
Cash @ June 2015 $ 31 M

What do they do:
– Copper Producer

Story so far
Had a particularly bad 2015 – Dive in profit
loss attributable to the 60% tax depreciation in the first year
Higher revenues
increase reserves from the buyout of the whole operation going from around 60% to 95%
was a lot of problems with the financing of that

Reasons to get on Board
– 2016 is going well and the development of the assets to increase production has started
– low cost operation (under $1.3-1.7/lb)
– 16 year life of Mine
– Funding seems to have been settled

Reasons to NOT get on board
– Country Risk – in Democratic Republic of Congo
– production doesn’t reach planned levels
– Copper price drops below $2/lb

My thoughts
low cost producer and still profitable at the current copper price

Verdict – Buy below 6c

As always This column is the personal opinion of the writer and does not imply any stock recommendations or offer financial advice. Readers should do further research of their own or talk to their adviser before acting on themes in this article. All prices and analysis at the Date of publication at the top of the post

ASX:CYP Cynata Stem Cell Tech


ASX:CYP
CYNATA THERAPEUTICS LIMITED
10 July 2015

Corporate Snapshot

Market Cap 60 M
Share Price: $0.89
Cash @ April 2015 $ 5.5 M

What do they do:
– Stem cell and regenerative medicine company that is developing a therapeutic stem cell platform technology, Cymerus

website http://cynata.com/

Story so far
– the problem the stem cell manufacturing is that it requires donors to
– currently at a point now with the technology whereby they can start Phase 1 Clinical trials
– potential game changer in lowering the cost of the manufacture of stem cells

Reasons to get on Board
– could be great technology “game changing” for the industry?
– revenue streams could materialise in the form of commercial partnerships
– longer term view

Reasons to NOT get on board
– run out of cash
– Trials go bad
– revenue from the commercial partnership yet to materialize

My thoughts
still a very speculative buy and very long term buy still
if they can be as successful as ASX:MSB Mesoblast then they are still a long way off their potential

Verdict – Keep watch and Speculative buy at 90c

As always This column is the personal opinion of the writer and does not imply any stock recommendations or offer financial advice. Readers should do further research of their own or talk to their adviser before acting on themes in this article. All prices and analysis at the Date of publication at the top of the post

ASX:BCT mmmm mems

ASX:BCT
BlueChiip
25 May 2015

Corporate Snapshot

Market Cap 11 M
Share Price: $0.066
Cash @ April 2015 $ 1.4 M

What do they do:
-developer of a MEMS based smart chip providing a unique patent protected secure wireless tracking technology
-MEMS = Micro-Electro-Mechanical Systems
-Bluechiips MEMS chip has advantages over other chips as they are temperature sensing, can withstand extreme temperatures and immune to gamma irradiation
it contains no electronics whatsoever, each chip is individually pre-programmed during manufacture with a unique ID making it tamper proof

Story so far
– currently only in the biobanking industry which relates to bio preservation for cryogenics and stem cells etc
– in the process of expanding beyond this
– the interesting development recently is the commercial partnership with ST Microelectronics a $7B NY stock exchange listed chip maker to use Bluechiips mems technology in ST micoelectronics business
– there is also recently been distribution in China and Canada within the bio-banking space with interest in Japan

Reasons to get on Board
– great technology
– revenue from the commercial partnership yet to materialize

Reasons to NOT get on board
– run out of cash
– can’t sell their product
– revenue from the commercial partnership yet to materialize
– how will their product compete against others in the market

My thoughts
still a very speculative buy but if they can get some more agreements in place and more importantly revenue coming in through the doors then it will propel the price

Verdict – Speculative buy at 5-7c

All information is believed to correct by the author at the time of publishing

ASX:MRY – Soon to be ASX:NOR – prospectus out

***Update***
15 April 2015

will be a new renaming of Monterey Mining to Norwood systems
the prospectus is out and 2c capital raising
I would either buy @ 2c prospectus or wait til the recapitalisation around early May

As always This column is the personal opinion of the writer and does not imply any stock recommendations or offer financial advice. Readers should do further research of their own or talk to their adviser before acting on themes in this article. All prices and analysis at the Date of publication at the top of the post

ASX:LER – Leaf Resources – Turning Waste biomass into useful stuff cheaper than anyone else

ASX:LER
Leaf Resources
15 April 2015

Corporate Snapshot

Market Cap 19.2M (as of 15 April 2015) (20M fully diluted)
Share Price: $0.17
Cash @ Dec 14 $ 1.8 M

What do they do:
-own a patented technology for simple, innovate, low cost method of turning biomass into cellulosic sugars at a lower cost and cleaner sugars – call Glycell
-the sugars are the building blocks for many other bio based products (plastics, chemicals, fuels)
-35% cost advantage over other technologies
– Market for these bio based chemicals is expected to be $500B by 2017, Bio plastics $2B in 2011 (fossil based plastics is 75 times larger), Biofuels $83B in 2011
– lower cost cellulosic sugars improve economics against petroleum based chemicals
– virtually every petroleum based chemical can be replaced by biomass
– current worldwide bio waste is 5 Billion tonnes

Story so far
– has been listed since 2006 and developing the technology
– at a point now where it is starting to commercialise with production trials etc
– recently had a capital raising so it seems like they are in need of cash

Reasons to get on Board
– increasing shift away from fossil fuel products
– great technology
– no capex requirements – able to licence technology

Reasons to NOT get on board
– run out of cash
– can’t sell their product
– how will the bio products market fare over the coming years especially with low oil prices

My thoughts
still a very speculative buy but if they can get some key agreements in place and revenue coming in through the doors then it will propel the price

Verdict – Speculative buy at 15c-16c

As always This column is the personal opinion of the writer and does not imply any stock recommendations or offer financial advice. Readers should do further research of their own or talk to their adviser before acting on themes in this article. All prices and analysis at the Date of publication at the top of the post