ASX Spotlight
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ASX Spotlight ow in its 6th N year ASX Spotlight Hong Kong Island Shangri-La, Hong Kong – 31 October 2013 A unique opportunity to hear the latest business strategies and outlooks from a selection of emerging market leaders in the Australian market. SUPPORTED BY FOUNDATION PARTNER PLATINUM SPONSOR SPONSORS Welcome Welcome to ‘ASX Spotlight, an event that showcases some of Australia’s leading companies and at the same time provide a valuable snapshot of the significant investment opportunities in the Australian Equity Market. The ASX Spotlight conference is a global series hosted in Hong Kong, London, New York and Singapore every year. This event is the twenty seventh in the series and the ninth of its kind in Hong Kong. ASX Spotlight is the result of co-operation between the Australian Securities Exchange, the supporting brokers and investment banks, and a selected group of listed companies. It continues to attract strong support from the broking and investment community in Hong Kong demonstrating confidence in the considerable investment fundamentals of the Australian market. The companies involved in the event, with capitalisations generally below A$1 billion, represent an important segment of the Australian market that does not always get the international exposure it deserves. Importantly, from the Hong Kong investor perspective, the event is an opportunity to meet a broad representation of companies from a variety of sectors at one single venue. During the course of the day, it will become clear that investment in the Australian Equity Market provides excellent exposure to the ongoing and projected growth of emerging economies in the Asia-Pacific region – exposure that is provided within a stable and reputable market environment. We would like to welcome you to today’s event and thank you, our event supporters and participating ASX listed companies, for helping to make it such a great success. We look forward to seeing you again in May 2014. Elmer Funke Kupper Managing Director and CEO ASX Limited Agenda Thursday October 31 8.30am REGISTRATION 8.50am WELCOME ADDRESS – ASX 8.55am BBY Ltd 9.00am New Guinea Energy Ltd (NGE) 9.25am Strata-X Energy Ltd (SXA) 9.50am Buccaneer Energy Ltd (BCC) 10.15am Donaco International Ltd (DNA) 10.40am MORNING BREAK 11.00am FlexiGroup Ltd (FXL) 11.25am Freedom Foods Group Ltd (FNP) 11.50am Ingenia Communities Group Ltd (INA) 12.15pm Programmed Maintenance Services Ltd (PRG) 12.40pm LUNCH 1.30pm Troy Resources Ltd (TRY) 1.55pm Swick Mining Services Ltd (SWK) 2.20pm Dart Energy International Ltd (DTE) 2.45pm Unity Mining Ltd (UML) 3.10pm AFTERNOON TEA 3.30pm IMF (Australia) Ltd (IMF) 3.55pm Silex Systems Ltd (SLX) 4.20pm Regeneus Ltd (RGS) DRINKS RECEPTION 8.00am-5.45pm ONE ON ONE MEETINGS General Information Venue details ASX contact details Island Shangri-La Victoria Thurston Pacific Place, Supreme Court Road, Central, Hong Kong Events Manager, ASX Tel: (852) 2877 3838 +61 419 349 964 or [email protected] Fax: (852) 2521 8742 Andrew Musgrave The welcome address and presentations by the ASX listed Business Development Manager, Asia companies are being held in the Atrium Room, level 39, of +61 414 392 905 or [email protected] the Island Shangri-La Hotel. ASX/BBY Limited Financial Markets Reception One-on-one meetings Thursday 31 October 2013, 5.30pm – 7.30pm One-on-one meetings between investors and ASX listed The ASX Financial Markets reception will be held companies are being held on level 39. For each meeting immediately following the conference at: scheduled you will be informed of the room name via our online booking agenda. To book or make changes to any Sevva one-on-one meetings, report to Victoria Thurston on level Prince's Building 25th Floor 39. Victoria will check availability and schedule a meeting 10 Chater Rd for you. Central, Hong Kong Name badges The reception will provide a further networking opportunity You should have been issued with a name badge on for all investors, event supporters and ASX Listed registration. If you have not received one, report to the Companies. Registration Desk. Access to company presentations post-event Company presentations and videos will be made available following the conference at www.asx.com.au/asia All content is provided by the conference supporters and listed companies; ASX takes no responsibility for the information included. Company Profiles 9.00am – New Guinea Energy Ltd ASX: NGE Market Cap* A$19.5m Company Description Significant Contractual Arrangements New Guinea Energy Ltd (ASX: NGE) focuses on oil and PPL 268 JV NGE (50%), Talisman (30%), Mitsubishi gas exploration in Papua New Guinea. The company (20%) has 5 onshore Petroleum Prospecting Licences (PPLs) PPL 269 JV NGE (50%), Talisman (30%), Mitsubishi covering more than 29,500km² (7M Acres) and a (20%) royalty right over another 4,000km2 (1M Acres) in a PPL 277 Sale and royalty to Oil Search (50%) and PPL running parallel to the $19bn PNG LNG project. ExxonMobil (50%). NGE received $15M(US), will receive an additional $20M(US) upon a Petroleum Operations Development Licence approval, and royalty payments NGE’s strategy is to monetise its gas assets to explore on production. and develop its oil targets. NGE has joint ventures and commercial arrangements with the largest players in the Future Outlook PNG oil and gas sector, namely ExxonMobil, Oil Search, Seismic program in 4Q 2013 to further de-risk the oil Mitsubishi, and Talisman Energy. The company is also a target. 50% owner of a fit-for-purpose onshore drilling rig. Pursue farm-out of oil licence to receive a free carry for drilling the oil target. Recent Developments Potentially complete the sale of equity in one of the gas Monetisation of one gas licence was completed in licences. December 2012 leaving NGE with potential upsides Tender for drilling rig contracts to secure revenue from expansion of the PNG LNG project. In July 2013 source. NGE received a $40M offer for another of its gas licences, and earlier this year announced an exploration Contact Details target that could contain more than 20 million barrels of Suite 401, Level 4, 2 – 10 Loftus St, Sydney recoverable oil. New South Wales, 2000, Australia t + 61 2 9252 0010 Resources / Reserves Estimates e [email protected] Please refer to the company website for the latest w www.ngenergy.com.au quarterly report: www.ngenergy.com.au * Source, Bloomberg, 16 September 2013 9.25am – Strata-X Energy Ltd ASX: SXA Market Cap* A$27.3m Company Description Significant Contractual Arrangements Strata-X Energy Ltd. is an oil and gas exploration Maverick: Purchase Sale and Exploration Agreement company listed on the ASX and TSX-V. Based in dated August 23, 2012 between Jadela Oil (US) Denver, Colorado, USA. Strata-X Energy has a portfolio operating LLC, El Indio Investment Corp., and Gregory of petroleum projects across the US and Australia Leia. which provides diversification of high growth exploration Sleeping Giant Property: Purchase and Sale Agreement opportunities for its shareholders. and Area of Mutual Interest (as amended) dated March 31, 2011 with White Eagle Exploration Inc., Hendricks Operations & Associates Inc., Fischer Oil & Gas Inc. and Cody Oil Strata-X has just successfully completed the drilling of & Gas Corporation. our first horizontal well at Vail, with oil and gas shows indicated from two zones. Oil and gas was also seen Future Outlook in the drilling mud during the drilling of the horizontal Awaiting results from the well completion on the Vail section. We now await completion results, expected in Project in late October, plus Strata-X is planning to late October. permit two additional wells. Recent Developments Contact Details Recently, Strata-X successfully set a liner through the Level 5, 10 Market Street, Brisbane 1,824 foot laterally drilled oil zone on the Vail project. Queensland, 4000, Australia Next, Strata-X will conduct a breakdown and pressure t +1 855-463-2400 test. This pressure data, together with rock mechanics e [email protected] data derived from the core, will be used to finalize the w www.strata-x.com design of the stimulation stage. Resources / Reserves Estimates Please refer to the company website for the latest quarterly report: www.strata-x.com * Source, Bloomberg, 16 September 2013 9.50am – Buccaneer Energy Ltd ASX: BCC Market Cap* A$167.9m Company Description Recent Developments Buccaneer Energy Limited (BCC) is focused on The Companies most recent developments have been developing its 100% owned oil and gas assets in as follows: Alaska. The Company's flagship projects are a series • Executed a farm-out agreement with Los Angeles of onshore and offshore developmental and exploration based E&P company EOS-Petro, Inc. where EOS- prospects in Alaska’s Cook Inlet. The Company’s Petro will spend up to US$200 Million to earn a onshore and offshore Cook Inlet projects have an 50% working interest in 3 offshore projects and independently assessed total of 154.2 MMBOE 1 onshore project. Buccaneer will retain a 50% in 2P Reserves, 2C Contingent Resources & P50 working interest and will Operate all projects; Prospective Resources. • In July 2013 successfully completed a $35.0 M Since 2007 the Alaskan government (AAA rated) rights issue; provides rebates to oil and gas operators in the form of • Drilled its first offshore well (Cosmo # 1 well) in cash incentives to explore and develop within Alaska. the Cook Inlet at the 25.0% owned Cosmopolitan Buccaneer is entitled to the following cash rebates: Project where the Company is Operator; • 65.0% of exploration expenditure; • Cosmo # 1 well intersected 18 gas zones and 8 • 45.0% of development expenditure.