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. This year it is estimated up to 3.75 CPD points will be claimable for advisers by the Financial Planners Association of Australia.
For the fifth annual event, presenting companies across the agricultural, banking, oil and gas, mining, technology and travel sectors will update the audience on their performance over the past year and outlook over the short – medium term. This year we look forward to hearing from Duxton Water, Elders, Clean Seas Seafood, Cooper Energy, Kangaroo Island Plantation Timbers, Sealink Travel Group, Southern Gold and Oz Minerals as well as Andromeda Metals, LBT Innovations and Micro-X for the first-time at ExchangeSA.
William Magarey Room
26 September, 2019
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
Andromeda Metals Limited is an emerging industrial minerals company listed on the Australian Securities Exchange (ASX: ADN) with a vision of becoming the world's leading supplier of high-grade halloysite-kaolin. The Company's current focus is on bringing the Carey's Well halloysite-kaolin deposit into production in order to generate immediate cash flows to grow the business and reward shareholders through the payment of dividends.
Clean Seas Seafood is a South Australia based aquaculture company producing Yellowtail Kingfish branded as Spencer Gulf Hiramasa Kingfish, a premium quality sashimi fish which is “Arguably the best Raw Fish in the World”. Clean Seas is the Global Leader in the full cycle breeding and farming of yellow tail kingfish and operates in the Spencer Gulf with its Hatchery at Arno Bay, farm locations at Port Lincoln, Louth Bay, Arno Bay and Whyalla. 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. FY19 sales revenue was $46 million and market capitalisation is around $80 million.
Cooper Energy has completed a transformation which has it positioned as a key player south-east Australian gas supply at a time of great market need. The company is poised to realise a 5 times uplift in gas production after its flagship development, the Sole gas project, enters production in 2019 bringing 24 petajoules per annum of new supply.
Since presenting in 2018, the company has completed construction of the $355 million offshore development of Sole under budget and with zero lost time injuries; secured a number of new gas contracts with utility and industrial gas buyers and announced its largest annual exploration program yet. The program includes the first offshore exploration wells in the Otway Basin in 7 years, where a 2 well campaign will search for discoveries close to the company’s existing operations that can be developed rapidly and economically.
The results of these wells, drilling onshore in the Cooper and Otway basins and commencement of production from Sole have Cooper Energy entering its most significant year yet.cooperenergy.com.au
Duxton Water Limited (ASX: D2O) is the only Australian listed vehicle providing investors with a direct exposure to the Australian water market. Duxton Water’s portfolio is actively managed to meet the water supply needs of irrigators today, whilst being further expanded and managed to meet the needs of tomorrow. Structural shifts in productive demand for water, combined with the cap on supply, suggests water entitlements should experience further appreciation in value. This provides investors exposure to capital growth, whilst the returns generated from providing irrigators with leases, forward contracts and allocation spot sales, enables the Company to pay a biannual dividend whilst supporting Australian agricultural production.duxtonwater.com.au
180 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 final development approval soon. The export-oriented business 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 & Co of Japan.
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.
LBT Innovations is an Australian medical technology company. Using artificial intelligence (AI) to deliver automation in healthcare, the company has developed a patent protected machine learning and intelligent imaging platform technology to deliver the only FDA cleared instrument utilizing AI technology in clinical microbiology. The Automated Plate Assessment Systems (APAS®), automates the imaging, image analysis, interpretation and reporting of growth on microbiology plates after incubation. The APAS Independence instrument improves the clinical efficiency of microbiology laboratories and enables faster diagnosis and reporting of infectious diseases.
Micro-X Ltd is an award winning ASX listed x-ray technology company.
We are pioneers of a global revolution in medical and security imaging products using proprietary cold cathode x-ray sources.
OZ Minerals is a copper-focused modern mining company based in South Australia with a growth strategy focused on creating value for all stakeholders. Listed on the Australian Securities Exchange (S&P/ASX100), the company is one of Australia’s largest copper producers, with quality assets, strong cash flows and no debt.
OZ Minerals produces one of the highest grades of copper concentrate traded on the open market at the Prominent Hill copper-gold mine and is developing one of Australia’s largest copper-gold resources at Carrapateena. The company has assets in Brazil and is progressing a pipeline of future opportunities through earn-in agreements with experienced exploration companies in Australia and internationally.www.ozminerals.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 80 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, Tasmania and South Australia, and operates under the well-recognised brands of SeaLink and Captain Cook Cruises.
Southern Gold Ltd is an Adelaide-based gold explorer and developer listed on the Australian Securities Exchange (under ASX ticker “SAU”). The company is focused on gold and silver projects in the fully developed jurisdiction of South Korea with active exploration conducted on a 100% equity basis and gold mine development in a 50/50 Joint Venture with development partner London-listed Bluebird Merchant Ventures (BMV), a specialist mine development company. Southern Gold’s Australian assets are currently being sold in a formal process being led by PCF Capital.
Southern Gold holds 100% equity in a substantial portfolio of greenfield epithermal gold-silver projects in South Korea where extremely high grades of gold and silver have been returned from ‘boots-on-the-ground’ exploration efforts. Backed by a first-class technical team, including renowned geologist Douglas Kirwin, Southern Gold’s aim is to find significant epithermal gold-silver deposits in a country that has seen very little modern exploration and where the potential for making a valuable discovery is very high.
In conjunction with BMV, Southern Gold is in the process of rejuvenating several historic gold mines in South Korea, Kochang and Gubong, where first gold pour is expected within the next 12 months.
ExchangeSA is proudly
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ASX is one of the world’s leading financial market exchanges, offering a full suite of services, including listings, trading, clearing and settlement, and technical and information services, across a comprehensive range of asset classes.
With a total market capitalisation of around $1.9 trillion, ASX is home to some of the world’s leading resource, finance healthcare and technology companies. Our $47 trillion interest rate derivatives market is the largest in Asia and among the biggest in the world.
ASX’s network and data centre are connected to leading international financial hubs. Speed, reliability, state-of-the-art technology and the diversity of the user community, are fundamental to the success of the Sydney-based ASX Australian Liquidity Centre.
We operate in a world-class regulatory environment, meeting the highest global standards. Our clearing houses are among the most secure and well capitalised in the world, and help underpin the stability of Australia’s financial markets.
ASX has over 150 years of exchange experience and a highly skilled team of 550 people. We put our customers at the centre of everything we do – 6.9 million share owners, 180 participants, and around 2,200 listed companies and issuers.
We help them to build wealth for the future, manage investment and operating risk, and raise capital to fund growth.asx.com.au
The Capital Network is Australia’s premier investor relations consultancy empowering ASX-listed companies and executives. Our Adelaide and Sydney-based team of experienced corporate advisors, communications and creative professionals engage investor relations and financial communications strategies to create goal-driven campaigns achieving tangible results and measurable outcomes across the investment community.
The Capital Network’s unique combination of investor relations, media strategy and digital investor content are only executed by professionals with listed company experience and supported within a retainer or project structured to meet corporate objectives, budgets and timelines. Our core investor relations offering comprises the essential initiatives fundamental to every listed company and robust investor relations strategies for the short, medium and long term.
For more information please visit The Capital Network's website.thecapitalnetwork.com.au
Piper Alderman is committed to continual excellence in the practice of law, having been leading advisers to commercial interests across Australia for over 175 years. We are a commercial law firm with over 75 partners and over 300 staff spread across our offices in Sydney, Melbourne, Brisbane and Adelaide. Our firm has achieved our impressive growth by listening to our clients, responding to their needs and creating practical legal solutions.
Piper Alderman remains a committed member of the South Australian business community. Our Adelaide-based specialist lawyers are recognised as being among the best in the country. We have been successful by truly listening to our clients, and responding to their needs by creating practical legal solutions. We ensure continued growth and development by nurturing our senior lawyer experts, and assisting them to develop their professional and technical skills and networks.
These elements combined help us to achieve our ultimate goal – to provide the best experience of a professional services firm.piperalderman.com.au
Magellan Asset Management Limited (Magellan) is one of Australia’s leading funds management companies and a wholly owned subsidiary of Magellan Financial Group (ASX: MFG). The company offers award-winning global equity and infrastructure strategies to clients around the world, and developed a strong track record in creating and safeguarding investor wealth.
Formed by Hamish Douglass and Chris Mackay in Sydney in 2006, Magellan’s team of thirty-two highly qualified and experienced investment professionals now manages more than A$86 billion in global equity and infrastructure strategies (as at 30 June 2019). Also Magellan is regarded as a pioneer in the Australian marketplace with the launch of the world’s first active exchange-traded fund (Active ETF) in 2015.
Notwithstanding Magellan’s success in Australia and overseas, it is one of the few fund managers to have a local presence in Adelaide. The company is committed to supporting and building relationships with South Australian advisers, brokers, investors and the local finance industry.