Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/solaris-resources-inc" target="_blank" data-smartkarma-citation="entities:40176:1" rel="noopener">Solaris Resources (SLS CN)</a> yesterday announced it engaged Chinese investment bank CICC to help it with unsolicited M&amp;A approaches.</li>
<li>Solaris, Filo, Entree Resources, and Los Andes Copper are just four of the junior copper miners screening extremely well on M&amp;A criteria. </li>
<li>Most copper supply/demand models forecast a large supply shortage of copper in the coming decade. Junior copper miners with large deposits will become increasingly valuable.</li>
</ul>



Solaris Resources (SLS CN) yesterday announced it engaged Chinese investment bank CICC to help it with unsolicited M&amp;A approaches.
Solaris, Filo, Entree Resources, and Los Andes Copper are just four of the junior copper miners screening extremely well on M&amp;A criteria. 
Most copper supply/demand models forecast a large supply shortage of copper in the coming decade. Junior copper miners with large deposits will become increasingly valuable.


Chinese Interest in Solaris Resources Highlights Value in Junior Copper Equities

Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<p>In this next installment of our #webinar Wednesdays, we welcome Smartkarma Insight Provider, <a href="https://www.smartkarma.com/profiles/nicolas-van-broekhoven-24a66c2d-bca4-4f5b-adda-c4e2bcc509f4" target="_blank" data-smartkarma-citation="accounts:1208" rel="noopener">Nicolas Van Broekhoven</a>, as he shares his thoughts and insights on three different small cap stock ideas. From Hong Kong to Canada, tune in as Nicolas delves deeper into stock ideas from across the globe.</p><h3>The webinar will be hosted on Wednesday, 14 June 2023, 17:00 SGT/HKT.</h3><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div class="content-highlight"><h2><a href="https://share.hsforms.com/1H9pFZOB-RF2J00kbvMmxcw2c5gj?zoom_webinar_id=86009313020" target="_blank" rel="noopener">Register for the Webinar here</a></h2></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><a href="https://www.smartkarma.com/profiles/nicolas-van-broekhoven-24a66c2d-bca4-4f5b-adda-c4e2bcc509f4" target="_blank" data-smartkarma-citation="accounts:1208" rel="noopener">Nicolas Van Broekhoven</a> was on the buyside for 15 years, and most recently at a medium-sized boutique asset management firm. Having grown up in Europe, attending university in the US and living in Singapore for the last 7 years, this has given him a broad scope on the world and investing in general. He considers himself as a generalist investor with a preference for small and mid-cap companies and special situations. However, a large cap that has gone temporarily out of favor might also pique his interest. His style of investing could be categorized as more of value investor, rather than growth at any cost. Learning from Charlie Munger on the importance of quality of a company has been of tremendous value over the years. Nicolas likes businesses with real earnings, cash flows, dividends, book value and insider ownership.</p>

In this next installment of our #webinar Wednesdays, we welcome Smartkarma Insight Provider, Nicolas Van Broekhoven, as he shares his thoughts and insights on three different small cap stock ideas. From Hong Kong to Canada, tune in as Nicolas delves deeper into stock ideas from across the globe.The webinar will be hosted on Wednesday, 14 June 2023, 17:00 SGT/HKT.Register for the Webinar hereNicolas Van Broekhoven was on the buyside for 15 years, and most recently at a medium-sized boutique asset management firm. Having grown up in Europe, attending university in the US and living in Singapore for the last 7 years, this has given him a broad scope on the world and investing in general. He considers himself as a generalist investor with a preference for small and mid-cap companies and special situations. However, a large cap that has gone temporarily out of favor might also pique his interest. His style of investing could be categorized as more of value investor, rather than growth at any cost. Learning from Charlie Munger on the importance of quality of a company has been of tremendous value over the years. Nicolas likes businesses with real earnings, cash flows, dividends, book value and insider ownership.

Smartkarma Webinar | Three Small Cap Stock Ideas

<ul>
<li>
<a href="https://www.smartkarma.com/entities/rio-tinto-ltd" target="_blank" data-smartkarma-citation="entities:13:1" rel="noopener">Rio Tinto Ltd (RIO AU)</a> last year started the long-awaited simplification of its Oyu Tolgoi ownership via the $3.1 billion purchase of <a href="https://www.smartkarma.com/entities/turquoise-hill-resources-ltd" target="_blank" data-smartkarma-citation="entities:25405:1" rel="noopener">Turquoise Hill Resources (TRQ CN)</a>. </li>
<li>With Oyu Tolgoi having an 80-year mine life and ramping up to become the world's fourth-largest copper mine the ultimate consolidation of its last remaining minority investment is upon us.</li>
<li>
<a href="https://www.smartkarma.com/entities/entree-resources-ltd-3aeeb68c-80d0-4ada-822e-898883fbb28e" target="_blank" data-smartkarma-citation="entities:26727:1" rel="noopener">Entree Resources (ETG CN)</a>, where Rio already owns 16%, is the final M&amp;A target to consolidate ownership.  With arbitration set for April 2024, the clock is ticking.</li>
</ul>



Rio Tinto Ltd (RIO AU) last year started the long-awaited simplification of its Oyu Tolgoi ownership via the $3.1 billion purchase of Turquoise Hill Resources (TRQ CN). 
With Oyu Tolgoi having an 80-year mine life and ramping up to become the world's fourth-largest copper mine the ultimate consolidation of its last remaining minority investment is upon us.

Entree Resources (ETG CN), where Rio already owns 16%, is the final M&amp;A target to consolidate ownership.  With arbitration set for April 2024, the clock is ticking.


Rio Tinto: Final Chapter in the Consolidation of Its Mongolian Crown Jewel Oyu Tolgoi

Canada

Entree Resources Ltd. operates as a mining company. The Company develops and discovers gold and copper resources. Entree Resources is currently conducting exploration on its mineral concessions in Mongolia.

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Entree Resources (ETG CN)

Chinese Interest in Solaris Resources Highlights Value in Junior Copper Equities

Solaris Resources appointed Chinese investment bank CICC to look at all M&A approaches going forward. Media reports suggest multiple bidders are...

Nicolas Van Broekhoven

Smartkarma Webinar | Three Small Cap Stock Ideas

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Nicolas Van Broekhoven, as he will shares with us...

Smartkarma Research

Rio Tinto: Final Chapter in the Consolidation of Its Mongolian Crown Jewel Oyu Tolgoi

Rio Tinto is in the final stretch to simplify the ownership of its Mongolian crown jewel asset Oyu Tolgoi. Entree Resources is a small-cap Canadian...

Nicolas Van Broekhoven

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