Microequities Rising Stars Conference WebCast on June 21, 2011 at 9:30AM AEST
Company Presentations Timetable:
CLOVER CORP (ASX:CLV)
Ian Brown (CEO) 9.30-10.00 am
BIG AIR (ASX:BGL)
Jason Ashton (CEO) 10.00-10.30 am
RUNGE LIMITED (ASX:RUL)
Kieren Wallis (CFO) 11.00-11.30 am
CALLIDEN GROUP (ASX:CIX)
Nick Kirk (CEO) 11.30-12.00 pm
XRF SCIENTIFIC (ASX:XRF)
Vance Stazzonelli (CFO) 12.00-12.30 pm
SILVER CHEF (ASX:SIV)
Charles Gregory (CEO) 13.30-14.00 pm
James Spenceley (CEO) 14.00-14.30 pm
ASG GROUP (ASX:ASZ)
Dean Langenbach (CFO) 15.00-15.30 pm
Steve Maxwell (COO) 15.30-16.00 pm
To Watch the Live WebCast, please visit:
You can also register to receive a notification by SMS and Email when the Live WebCast begins from the Radisson Plaza Hotel in Sydney.
Microequities is a specialised Microcap asset manager. Established in 2005 as an independent investment research house devoted to Microcaps. Microequities expanded into funds management in early 2009 by launching our flagship Deep Value Microcap Fund.
Clover Corporation (ASX:CLV)
Food Science - Market Cap $48 million- MICROEQUITIES RESEARCH COVERED Clover Corporation is a life science company, which develops innovative functional food ingredients used to improve the nutritional qualities of a range of foods including infant nutrition and dietary supplements. Whilst Clover's 1st HY11 results were flat YoY, the company expects to deliver a stronger second half performance as its US distribution partner GTC Nutrition amps its marketing activities.
BigAir Group Limited (ASX:BGL)
Telecommunication Services - Market Cap $35 million-MICROEQUITIES RESEARCH COVERED BigAir is a telecommunication carrier that owns and operates Australia's largest metropolitan fixed wireless WiMax broadband network. FY11 has been a busy period for BigAir. The company acquired its biggest competitor Clever Communications in a friendly takeover, and made a significant acquisition expanding its student services ISP business. The company's FY11 and FY12 growth outlook looks formidable. Its recent acquisitions and the a 20%+ organic growth rate is expected to take the company beyond $20m+ in revenues and $10m+ in EBITDA (Microequities forecast for FY12)
Runge Limited (ASX:RUL)
Mining Technology - Market Cap $47 million Runge is an industry leader in mining consulting services. Runge's consultants provide engineering support services for mines worldwide from start up to production, including feasibility studies, due diligence and valuation, mine planning and scheduling, mine optimisation, business systems and software implementation. Following a difficult operating environment, Runge's 1st HY11 results suggest the company is regaining momentum. Revenues were up 20% on pcp and NPAT rose +26% over pcp.
Calliden Group: (ASX:CIX)
Insurance - Market Cap $44 million Calliden is a specialist developer of niche general insurance products. Rebranded in 2005, the Group operates in three core areas of insurance: Motor (12%), Home (24%) and Commercial (64%). The group wrote $212m in premiums in 2010. Whilst the start of 2011 saw a testing period for the sector due to natural disasters in the Asia Pacific region, the company is increasing its premiums across its products range. The company's management recently announced that during 1st QTR it had experienced double digit growth in premiums.
XRF Scientific Limited (ASX:XRF)
Capital Goods - Market Cap $23 million MICROEQUITIES RESEARCH COVERED XRF Scientific Limited is a manufacturer and marketer of specialised laboratory instruments and chemicals for the scientific and analytical industries, and in particular the mining industry. Clients include multinational blue-chip customers such as BHP Billiton, Rio Tinto, Xstrata, Alcoa and CSIRO. The company's $7m acquisition of its main domestic competitor, Sigma Flux, has proved to be a key growth driver. XRF's 1st results demonstrated a surge in revenue of 31% to $8.6m, whilst NPAT increased 45% to 1m.
Silver Chef Limited (ASX:SIV)
Equipment Finance - Market Cap $81 million MICROEQUITIES RESEARCH COVERED Silver Chef provides equipment rental finance predominantly to the Hospitality sector (restaurant and fast food). Over the last two years, Silver Chef has been rapidly expanding its GoGetta business focusing on the broader commercial equipment market, including compressors, audio & lighting, mining and construction equipment. Silver Chef 1st half results delivered a sharp increase in revenue of 29% to $30.1m, whilst EBITDA increased 22% to 19.5m.
Vocus Communications (ASX:VOC)
Telecommunication Services - Market Cap $130 million MICROEQUITIES RESEARCH COVERED Established in 2008, Vocus has rapidly grown to be one of the major wholesale carriers of telecommunications services in Australia. Originally focused on IP transit services, the company has recently expanded into data centres. In March 2011, the company acquired PethIX a leading Perth CBD based data centre thereby expanding its data centres business. Vocus is well poised to continue its impressive earnings growth into FY12.
ASG Group Limited (ASX:ASZ)
IT Services - Market Cap $162 million ASG is Australia's biggest managed services provider and one of the leading IT providers. Established in 1996 and listed in 2002, ASG has been growing its EPS since 2004, and paying consistent dividends since that watershed year. ASG has grown from a $24m sales per year business to $120m+. It has over 600 staff and services over 120 clients in the enterprise, corporate and government sectors. The company continues to experience growth, and is seeing an improvement in EBITDA margins trending towards FY10 levels of 18%.
QMASTOR Ltd (ASX:QML)
Software - Market Cap $13 million MICROEQUITIES RESEARCH COVERED QMASTOR is a leading technology company providing specialist software and services to the global mining, port, power generation and bulk commodity industries, specifically iron ore and coal. In late 2010, the company acquired Algosys, a Canadian software company with metallurgical accounting software, providing QMASTOR with strong revenue synergies. QMASTOR's 1st half results saw a 59% jump in revenue to $5.6m whilst EBITDA improved to $0.4m. For the full FY11 year, management has guided $13-14m in revenue with EBITDA of approximately $3m.
Microequities is a specialised asset manager. Established in 2005 as an independent investment research house solely specialised in Microcaps, the company expanded into funds management in early 2009 by launching its flagship Deep Value Microcap Fund. This Fund has provided a +27.79% Compound Annual Return since inception and has a 5 Year 5 Star Morningstar Rating as at 30/09/2015. In 2012, Microequities launched a second open-ended fund, the High Income Value Microcap Fund which has provided a +14.05% Compound Annual Return since inception.
XRF Scientific Limited
Silver Chef Limited
RPMGlobal Holdings Ltd
Clover Corporation Limited
Calliden Group Limited
Bigair Group Limited
ASG Group Limited