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Dear Readers,
Welcome to the September 2020 edition of the Funding Strategies newsletter! |
It has been a busy time for our team since the last
newsletter. We have undertaken a number of strategy reviews / sessions
for clients to assist them identify opportunities for growth and focus and to
refine their business models. There has been strong investor enquiry
around a number of our opportunities under both on the Funding Strategies and
BlueMount Capital brands and we have recently received a Terms Sheet
for $50m+.
Our Managing Director has spent some time reading the Reserve Bank of Australia’s
Statement on Monetary Policy and some of Mark's takeaways are below: - Pandemic – largest contraction
in global activity / interrupted global trade / labour markets / household
consumption
- Business investment to decline
significantly
- Mining strong / tourism weak
- Global economy uncertain
- China recovering
- Low inflation / Cash rate low
- Australia’s major trading
partners affected
- Iron Ore strong / Coal weak /
Oil recovering
Government Bond yields low
- Sharp fall in corporate
earnings anticipated / companies expected to default on loans
- Equity prices have recovered
- AUD tracking US equity markets
(S&P 500) / AUD essentially recovered
- Recovery in employment uneven
in Aust (re Mel / Syd vs rest of Aust due to Covid)
- Labour market underutilisation
remains high in Aust with near term jobs outlook uncertain
- Residential construction
remains week / non-mining very weak
- Outlook for rural sector is
favourable
- Lending to business has
decreased
- Fixed / variable lending rates
have decreased
New housing loans have
decreased
- Forecast subdued
- Geopolitical tensions increased
Given
the above we are very confident in supporting our clients and investors with
funding options and opportunities, via our global and local connectivity and
strong people and delivery capability.
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About Funding Strategies
Funding Strategies is a capital markets firm providing venture equity capital and finance services to small business and companies seeking capital for growth and expansion in the unlisted and pre-IPO capital markets.
We specialise in creating and implementing successful funding and capital raising strategies for issuers, and provide investment opportunities in the high growth alternative asset space for investors.
We serve predominately private and public companies, and sophisticated investors, with a broad range of services. - Funding Strategies and Investor Ready Services
- Equity and Debt Capital Raisings
- Small Scale Offerings and Venture Capital
- Grant Funding
- Migration linked investment
- Mergers,Acquisitions and Divestments
- Strategic Trade Sales
- Technology Commercialization
- Providing Opportunities for Investors
- Director and business advisory services
- Investment management
- Fund management services
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This edition of our newsletter includes: |
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For more information please contact us. We look forward to hearing from you!
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CareVision offers innovative technology and service solutions for older people, their families and care providers that are intuitive, social and effective.
CareVision is an Australian software and healthtech company that has developed a modular plug and play technology platform creating an optimised end-to-end care solution for all stakeholders.
The platform enables communication between the patient and patient’s family, the patient’s family and the care facility and an internal communications platform for the care facility to communicate and schedule care with the care providers. The platform also delivers telehealth and telecare sessions, data collection, billing management, resource optimisation with scheduling and rostering and risk and compliance management.
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Project Pharos update
Project Pharos Approved to List on the NZ USX
“This is a major step forward as it gives us the opportunity to further develop and grow the business, bring in additional capital and add shareholder value.”
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- Project Pharos has been approved by the board of Unlisted Securities Exchange (USX) to list its shares with trading approved to start on the 12th October 2020.
- The Unlisted Securities Exchange is a cost-efficient and simple share trading platform for small to medium sized companies to provide liquidity and keep their shareholders informed and operates in several distinct markets for equity and debt securities.
- Trading in securities quoted on USX is undertaken via approved Brokers. Current Issuers include Bluesky Meats, Rangatira, SilverFern Farms, Skyline Enterprises, Syft Technologies, Zespri and the total market capitalisation of its Issuers is approximately $2.9b.
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BlueMount Capital updates:
Project Tiger, Altech Chemicals, Los Angeles, Travel Growth in China & the LNG-to-Power project
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- Introducing Project Tiger
The strategy for the Project Tiger portfolio is to acquire industrial-logistics assets that pay a high passing yield, add value to them and then on-sell them. The assets are occupied by investment grade tenants who will pay rent monthly in advance on leases with a long Weighted Average Lease Expiry (WALE). 14 of the properties are service stations.
Project Tiger and the key tenant have identified a number of properties that will benefit from renovation or redevelopment. The tenant will continue to pay full rent during this time. The additional retail tenancies will be occupied by already identified national convenience, retail and fast-food franchises. Significant income will be generated by leasing the roof area and installing solar photovoltaic (PV) panels and selling the power to the site tenants. Further revenue will be generated by adding other infrastructure-like assets like telecommunication towers. These profit drivers are core to the value-add strategy. |
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- BlueMount Capital Opens Los Angeles USA Office – Focus on Listing US Tech Firms on ASX
"The Los Angeles office will specialise in bringing USA companies to list on the ASX.The ASX offers a very good alternative for USA companies looking to publicly list, as listing in the USA has become difficult for small-medium sized companies as the USA market increasingly favours large-very large companies.More than 40 US companies have successfully listed on the ASX." |
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- Altech Chemicals Ltd (ASX:ATC) Initiates Listed Green Bond Project Funding Option
"Altech Chemicals Limited (ASX:ATC) (HAM:A3Y) is pleased to announce that it has initiated a listed green bond project funding option. The Company has mandated Bluemount Capital (WA) Pty Ltd (Bluemount), which will work in conjunction with its London based partner Bedford Row Capital (Bedford), as structuring agent, to prepare a Bond Structuring and Execution Plan for an offering of asset-backed (second lien) listed “green” bonds to the European bond market."
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- Travel Growth in China - A Project Itinerantur Update
"China is unique in how quickly and strongly its domestic tourism market has recovered from the Covid slowdown. The domestic travel market has surged since it reopened in July, after six months of virtually no business. Hotel occupancy is at 2019 levels or greater, and airline staff are working double shifts. Travelers are spending more and looking for higher-end travel experiences to substitute for not being able to go overseas. Looking forward to 2021, this domestic travel boom will continue given the broader strength of China’s domestic economy in China.
We have seen demand pick-up very strongly from our China customers, particularly since late August, with multiple booking requests for large groups seeking premium experiences in China. At the same time, there is less competition in the market owing to the attrition in the industry caused by the industry slowdown." |
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- Project Portus - An Update on the LNG-To-Power project
Project Portus has provided the following update: - To date, Project Portus has raised $1.5m;
- The Company is anticipating that the Development Application will be on track to be submitted to the local government by the 20 October 2020 with an expected approval in February 2021;
- Project Portus is planning to officially launch its IPO process with the appointment of the Corporate Adviser and Lead Manager by the end of October with an anticipated listing post approval in May/June 2021.
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Australia China Business Council
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We hope you will join us at ACBC's upcoming events, albeit virtually! |
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During COVID-19 ACBC continues to run a series of webinars to keep members informed about the latest developments in Australia-China trade and investment. |
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- 25 September: The challenges of anti-dumping investigations: How to address this trending trade dynamic
- 30 September: Australia’s Energy Future – Hydrogen
- 6 October: Foreign Investment Reforms with the Commonwealth Treasury
- 7 October: ACBC WA & LH Global Tourism Report Launch
- 8 October: Online Marketing for 11.11 Global Shopping Festival
- 10 November: ACBC Leadership Series with Former Ambassador – Geoff Raby
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Image above: The BlueMount Capital's Brisbane team visiting Byron Bay. From left to right: Alessandro Costa, Bipin Manuel, Ken Freer (front), Mark Rainbird, Brett Perkins, Flora Mok (front), Birgit Rainbird and Stephen Varty. Absent: Eugenia Arrarte, who was kindly managing the office. |
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