News and Announcements
Lodge Partners Latest Research & Valuation Report on Leaf Resources (ASX: LER)
- Published June 27, 2017 12:00AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Lodge Partners have released its latest research and valuation report on Leaf Resources Limited (ASX:LER). The report maintained a BUY rating and a price target of $0.35 per share.
KEY TAKEAWAYS:
- Background to the Malaysian opportunity;
- Progress with the Malaysian government to date;
- The importance of the new Malaysian Bio-economy;
- Leaf’s alliances with global leading partners;
- Explanation of the industrial sugar market;
- Details on the valuation methodology.
For more information please click on the link located on the right hand side.
Company Updates
Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
The Best of Both Worlds: How Omnique Fund is Rewiring Real World Assets via Tokenisation
For decades, the playbook for Australia’s wholesale investors has remained relatively unchanged: pick between the slow-moving, illiquid reliability of tangible assets like property and gold, or chase the frictionless, high-velocity liquidity of public equity and digital markets. But as macroeconomic volatility spikes and a structural housing deficit reshapes private debt demand, sophisticated investors are demanding […]
Everything is now competing for the same dollar
Key takeaways As recently as 2022, Germany and Japan could borrow for 30 years at close to zero. That world is gone, and AI is now bidding for what is left. Over the past fortnight, I listened to founders, operators and allocators describe where their industries are heading. They covered four very different frontiers. Each […]
Backed By Leading Investment Groups and Family Offices
