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

ASX:NSR – National Storage REIT (storing away profits for later use)

ASX:NSR National Storage REIT

Corporate Snapshot

Market Cap 535M (as of 2 April 2015)
Share Price: $1.60
Cash @ Dec 14 $ 9.5 M

What do they do:

Own and Run self storage facilities

Story in my view
Even though this is on the larger end of the small cap scale I still believe this has room for growth and is more a long term buy
mainly due to the cyclical and boring nature of the business, They are the only listed self storage provider and if the USA is anything to go by there isn’t going to be any reduction in the stuff people are going to accumulate and as they accumulate more stuff they need a place to put it so why not put it in self storage.

– Listed for just over 16 months
– risen 60% in that period
– still relative infancy and room for growth

Reasons to get on Board
– Still Acquiring properties for self storage
– diversified storage provider (Geographically + as a business) (personal, business, wine, vehicle storage + packaging & truck hire)
– Fragmented industry (no real big players)
– scale/ cost savings
– 70% occupancy rate with NPAT of over 30% of Revenue
– plans to diversify into recycling
– FY 14 Calendar year earnings in the $22.9 M range
– there is also opportunity to grow internationally (if they ever decide to pursue that path)

Reasons to NOT get on board
– debt levels are around 23% (recent capital raising helped reduce it)

My thoughts is that it is currently price at PE 26 ish
with historical market averages being around the 14’s
although factoring in 8c distributions you are looking at so very steady returns

Verdict – Accumulate and Hold for Income and Long Term Capital gains