Each company provides a 15 minute update on their organisation followed by 5 minutes of Q&A with the audience.
The conference is valuable for fund managers, financial advisors, wealth managers and private investors.
For the fourth annual event, presenting companies across the agricultural, banking, oil and gas, mining, pharmaceutical and travel sectors will update the audience on their performance over the past year and outlook over the short – medium term. This year we will welcome for the first time Duxton Water, Sealink Travel Group and Southern Gold.
William Magarey Room
Thursday 7 June, 2018
Lelde Smits is an Australian journalist, presenter and communications advisor. As Co-Founder and Executive Director of investor relations consultancy The Capital Network Lelde leads a team of investor relations, financial communications and creative professionals in Sydney and Adelaide supporting executives and ASX-listed companies to generate understanding and appreciate in the investment community.
Lelde’s professional background was built in the newsroom and provides a powerful platform of experience from reporting breaking news on thousands of listed companies and interviewing hundreds of executives. Working with and for the Australian Securities Exchange propelled Lelde to pursue international broadcast finance journalism inside America’s New York Stock Exchange and Nasdaq stock exchanges where she conducted daily reports and interviews from the world’s financial centre and contributed to Fairfax Media’s Australian Financial Review as a foreign correspondent.thecapitalnetwork.com.au
Argo was established in 1946 in Adelaide by an accountant and a lawyer who wanted to provide a conservative investment vehicle for their clients. Since then Argo has grown substantially and now has assets of over $5bn and carries no debt. As a low-cost listed investment company, it actively manages a diversified portfolio of about 100 Australian stocks in a tax-aware manner on behalf of over 83,000 shareholders, providing them with growing fully franked dividends and long-term capital growth. By market capitalisation, Argo is now South Australia’s 2nd largest listed company.argoinvestments.com.au
Beach Energy is an ASX listed, oil and gas, exploration and production company headquartered in Adelaide, South Australia. It has operated and non-operated, onshore and offshore, oil and gas production from five producing basins across Australia and New Zealand and is a key supplier to the Australian east coast gas market. Beach’s asset portfolio includes ownership interests in strategic oil and gas infrastructure, such as the Moomba processing facility, as well as a suite of high potential exploration prospects. Beach is highly focused on maintaining the highest health, safety and environmental standards.
Clean Seas Seafood Limited (ASX:CSS) is a South Australia based aquaculture company producing Yellowtail Kingfish branded as Spencer Gulf Hiramasa Kingfish, a premium quality sashimi fish which is also exceptional cooked. Clean Seas operates in the Spencer Gulf with its Hatchery at Arno Bay, farm locations at Port Lincoln, Louth Bay, Arno Bay and Whyalla and with approval pending for farming at Wallaroo. A new processing plant and corporate office was established at Royal Park in Adelaide during 2017. Clean Seas has annual sales of approximately 2,700 tonnes with around 45% exported and Europe being the largest export market. FY17 sales revenue was $35 million and market capitalisation is around $100 million.
Cooper Energy has completed a transformation which has positioned the company as a key player in the supply of gas to south-east Australia at a time of great market need. The company is currently developing the Sole Gas Project, the first new largest offshore gas development in 10 years. Sole is due to commence production in 2019 and, combined with its existing supply from the Otway Basin, is forecast to deliver a 6 times increase in Cooper Energy’s annual production by 2020. With over 450 petajoules of gas, and acreage in the most competitive sources of gas supply for south-east Australia, Cooper Energy is well placed to participate in the eastern Australian energy markets.
Since presenting in 2017, the company has secured senior bank finance, completed an $135 million equity raising to fund its current projects, secured a new gas supply contract with Origin Energy and commenced an offshore drilling campaign that includes drilling of the two production wells for the Sole gas project. The coming 12 to 18 months are expected to see a busy program for the company as it commences marketing of its uncontracted gas for supply from 2019 on, drills in the onshore Otway Basin, delivers the Sole gas project and looks to further drilling and development for its next wave of growth.cooperenergy.com.au
Duxton Water Limited (ASX code: D2O) is an ASX listed water company presenting an opportunity to invest in Australian Water Entitlements – a key production input into a number of agricultural industries. With water scarcity a growing issue, access to fresh water is a key constraint on several industries. Moreover, future water availability is likely to be further constrained by a growing global population, impacts of climate change and government buybacks of water entitlements for environmental purposes. The increasing scarcity of water, coupled with the rising demand for it is likely to be a key economic driver underpinning the water market.
The primary investment objective of Duxton Water is to generate annual income through capitalising on the increasing demand for scarce water resources. Duxton Water derives its income from a diversified portfolio of Australian Water Allocations and Water Entitlements.duxtonwater.com.au
Over 175 years of agribusiness knowledge, experience, and advice.
Since 1839, Elders has been an integral part of Australia’s rural business landscape. With over 175 years of knowledge, experience and advice for its clients, Elders continues to focus on its future as a pure agribusiness both within Australia and internationally.
Elders provides various services to primary producers, supporting their needs throughout the entire production cycle. From finance, banking, and real estate services to wool, grain and livestock trading, Elders provides innovative services to those working in the agricultural industry and is heavily involved in all aspects of primary production.
KPT owns a substantial, mature eucalypt and pine plantation on Kangaroo Island, which has proven to be one of the most productive areas in Australia for forestry. KPT owns its land and timber outright; the Company is not involved in managed investment schemes. To give a sense of scale, its plantations are almost as big as the Adelaide metropolitan area.
KPT has well-advanced plans to build a deep-water wharf that will enable its timber to be exported to Japan and China, as pine logs and eucalypt chips. The KI Seaport has been granted Major Project status by the State Government and KPT expects to lodge its Environmental Impact Statement soon. The construction project is already fully-funded and provides substantial economic activity and employment benefits for South Australia and for Kangaroo Island in particular. The entire timber production is already committed to be sold through Mitsui.
Meanwhile, prices for plantation woodchips and logs continue to rise, as native forest supplies are either exhausted or protected, and as demand for consumer products, paper and packaging in our region continues to strengthen. Long-term investors in other advanced countries typically have an approximate 5% weighting to timberland as an asset class. Australia is the exception. Consequently, much of Australia’s timberland is owned by overseas institutional investors, and KPT is the only timberland business listed on ASX.
ASX listed Leigh Creek Energy Limited (ASX:LCK) is an energy company developing the Leigh Creek Energy Project (LCEP), in northern South Australia. LCK has a nationally significant gas resource that will provide a large energy supply, or can be a feedstock for petrochemicals such as urea fertiliser. LCK received environmental approval for the first major stage of the LCEP in April 2018 and is now rapidly progressing toward its immediate objective of demonstrating gas flow from its 2,964PJ 2C resource, enabling a portion of its 2C resource to be upgraded to a 2P reserve.lcke.com.au
Mayne Pharma Group Limited (Mayne Pharma) is an ASX-listed specialty pharmaceutical company focused on applying its drug delivery expertise to commercialise branded and generic pharmaceuticals. Mayne Pharma also provides contract development and manufacturing services to more than 100+ clients worldwide.
Mayne Pharma's roots can be traced to FH Faulding and Co, for many years one of the largest and most prominent public companies headquartered in South Australia.
A technology driven company, Mayne Pharma has a significant product portfolio and pipeline, global reach through distribution partners in Australia, North America, Europe and Asia and two product development and manufacturing facilities based in Salisbury, Australia and Greenville, North Carolina, USA with expertise in formulating complex oral dose forms including highly potent compounds, controlled substances, modified release products and inherently unstable compounds. The business is supported by over 850 staff globally with more than 200 scientists employed.maynepharma.com
SeaLink Travel Group (ASX: SLK) (SeaLink) is one of Australia’s most dynamic tourism and transport companies bringing the nation’s best tourism experiences to the world. With over 1600 staff across the country servicing eight million customers annually and with a fleet of 79 vessels and 62 coaches and touring vehicles, the Adelaide-based company has undergone a remarkable period of growth, emerging as a significant player on the national tourism and transport scene. SeaLink is a well-established geographically diversified tourism and transport company, promoting and packaging holiday destinations, and delivering tourism experiences. SeaLink also transports commuters and freight between travel destinations.
SeaLink’s operations extend across New South Wales, Queensland, Northern Territory, Western Australia and South Australia, and operates under the well-recognised brands of SeaLink and Captain Cook Cruises.
Southern Gold Ltd is a successful gold explorer and producer listed on the Australian Securities Exchange (under ASX ticker “SAU”). At the Cannon project near Kalgoorlie we are currently developing a small underground operation with development partner Westgold Resources Ltd. Southern Gold is also looking to develop a much larger mine, Gubong, in South Korea within the next 12-18 months with development partner London-listed Bluebird Merchant Ventures.
We are also active explorers. Around Kalgoorlie Southern Gold is testing projects such as Glandore, Transfind Extended and Cowarna looking for additional small high grade open pit-able gold resources to maintain cash flow. In South Korea, Southern Gold also owns a portfolio of high grade gold projects that are a combination of decommissioned gold mines with orogenic gold mineralisation and greenfield epithermal gold targets. Backed by a first class technical team, including renowned geologist Douglas Kirwin, Southern Gold’s aim is to find world-class epithermal gold deposits.
In essence, Southern Gold looks to monetise the small gold deposits while we search for the bigger ones.
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