Equity Capital Markets and Advisory Business, Auctus Advisors

Auctus Advisors

Equity Capital Markets and Advisory Business

Auctus Advisors is a specialist Equity Capital Markets and Advisory business with a focus in the Energy Sector. The partners have complementary skill sets, with decades of experience across Equity Capital Markets, Investment Banking and the Energy industry. We have worked at Société Générale, Canaccord Capital, BMO Capital Markets and Schlumberger. Most recently we have worked together for many years at GMP FirstEnergy. Auctus has been set up at the beginning of a new decade in which we see significant opportunities in the Energy space. Globally, demand for energy is at record levels and continues to grow. Conversely, investment in traditional energy sources has been severely constrained. We believe this imbalance creates opportunities for both companies and investors. Auctus provides Corporate Broking, Equity Research and Investment Banking services.

Thematic (Sector/Industry)

<ul>
<li>ADX Energy (ADX AU)C ; target price of A$0.80 per share: Equity raise to fund increased WI in Anshof – ADX is raising A$4.2 mm of new equity plus up to A$1 mm through an offer to shareholders at a price of A$0.10 per share.</li>
<li>Subscribers will also receive half a warrant with an exercise price of A$0.16 per share.</li>
<li>The capital injection will provide funding for ADX’s increased interest in Anshof (from 50-60%) following the decision of Xstate Resources not to participate in the upcoming programme as well as funding for the Welchau-1 gas well (50% funded by MCF Energy) which ADX expects to spud in January 2024 after an anticipated environmental clearance.</li>
</ul>


ADX Energy (ADX AU)C ; target price of A$0.80 per share: Equity raise to fund increased WI in Anshof – ADX is raising A$4.2 mm of new equity plus up to A$1 mm through an offer to shareholders at a price of A$0.10 per share.
Subscribers will also receive half a warrant with an exercise price of A$0.16 per share.
The capital injection will provide funding for ADX’s increased interest in Anshof (from 50-60%) following the decision of Xstate Resources not to participate in the upcoming programme as well as funding for the Welchau-1 gas well (50% funded by MCF Energy) which ADX expects to spud in January 2024 after an anticipated environmental clearance.


Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at Quiddity's final predictions for index changes for UK's F100 and F250 indices for the March 2023 Rebalance.</li>
<li>The index changes are likely to be confirmed after market close today and there could be more intra-review changes later this month.</li>
<li>In this insight, we take a look at the recent price performance of names that can potentially be involved in index changes and our flow expectations for each name.</li>
</ul>


In this insight, we take a look at Quiddity's final predictions for index changes for UK's F100 and F250 indices for the March 2023 Rebalance.
The index changes are likely to be confirmed after market close today and there could be more intra-review changes later this month.
In this insight, we take a look at the recent price performance of names that can potentially be involved in index changes and our flow expectations for each name.


Quiddity Final Predictions for UK F100/250 March 2023 Regular Review & Other Intra-Review Changes

Energy Expert

Thierry Bros, PhD

Thierrybros.com

As mentioned on 31 January 2017 in <a href="https://www.smartkarma.com/insights/energy-who-could-benefit-from-brexit" target="_blank" data-smartkarma-citation="insights:8488">Energy: Who Could Benefit from Brexit?</a>, "Independent trading houses operating in Europe (like <a href="https://www.smartkarma.com/entities/764" target="_blank" data-smartkarma-citation="entities:764:1">Glencore Plc (GLEN LN)</a>, Trafigura or Vitol) would be able to take advantage of the increased volatility and spread" and "some LNG producers close to Europe and LNG portfolio players would be able to arbitrage the EU vs the UK". Since this publication, Trafigura is seeking to reopen an LNG import terminal in the UK. Enjoy a short updated <a href="https://www.dukascopy.com/tv/en#206316" target="_blank">webcast</a>, where I reiterate the 3…

As mentioned on 31 January 2017 in Energy: Who Could Benefit from Brexit?, "Independent trading houses operating in Europe (like Glencore Plc (GLEN LN), Trafigura or Vitol) would be able to take advantage of the increased volatility and spread" and "some LNG producers close to Europe and LNG portfolio players would be able to arbitrage the EU vs the UK". Since this publication, Trafigura is seeking to reopen an LNG import terminal in the UK. Enjoy a short updated webcast, where I reiterate the 3…

Independent Trading Houses to Benefit from Brexit

Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could benefit from decorrelation of energy prices between the UK and the EU?Following the policy paper " <a href="https://www.oxfordenergy.org/publications/brexits-impact-gas-markets-brext-security-supply-uk-ireland/" target="_blank">Brexit's impact on gas markets: Brexit and security of supply for the UK and Ireland</a>" just published by Oxford Institute for Energy Studies, this insight looks at the Brexit's impact on energy stocks.As the outcome of Brexit is still unknown, we can only draft…

Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could benefit from decorrelation of energy prices between the UK and the EU?Following the policy paper " Brexit's impact on gas markets: Brexit and security of supply for the UK and Ireland" just published by Oxford Institute for Energy Studies, this insight looks at the Brexit's impact on energy stocks.As the outcome of Brexit is still unknown, we can only draft…

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Macroeconomics

<header class="entry-header"><h2>Commodity fundamentals – actionable insight from CRB’s Fundamental Database</h2></header>ClearMacro is delighted to announce a collaboration with Barcharts/CRB to derive signals from fundamental commodity supply, production and consumption data.We care about generating actionable market insight from information categories that a sophisticated investor cares about.  Commodity markets require tailored information to help investors generate outlook views across energy, metals, and agricultural markets.We focus…

Commodity fundamentals – actionable insight from CRB’s Fundamental DatabaseClearMacro is delighted to announce a collaboration with Barcharts/CRB to derive signals from fundamental commodity supply, production and consumption data.We care about generating actionable market insight from information categories that a sophisticated investor cares about.  Commodity markets require tailored information to help investors generate outlook views across energy, metals, and agricultural markets.We focus…

Commodities - Is There Any Value Within the Complex?

United Kingdom

Ithaca Energy Inc., together with its subsidiaries, engages in the exploration, development, and production of oil and gas in the North Sea. Its principal properties are located in the Northern, Central, and Southern North Sea; and Southern England. As of December 31, 2015, the company had proved and probable reserves of 57 million barrels of oil equivalent. Ithaca Energy Inc. was founded in 2004 and is headquartered in Aberdeen, the United Kingdom.

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Ithaca Energy Inc (IAE LN)

Auctus on Friday - 24/11/2023

Equity raise to fund increased WI in Anshof – ADX is raising A$4.2 mm of new equity plus up to A$1 mm through an offer to shareholders at a price...

Auctus Advisors

Quiddity Final Predictions for UK F100/250 March 2023 Regular Review & Other Intra-Review Changes

I expect three changes in the regular review and two intra-review changes in March 2023 for the F250 index. I do not expect any changes for the...

Janaghan Jeyakumar, CFA

Independent Trading Houses to Benefit from Brexit

As mentioned on 31 January 2017 in Energy: Who Could Benefit from Brexit?, "Independent trading houses operating in Europe (like Glencore Plc (GLEN...

Thierry Bros, PhD

Energy: Who Could Benefit from Brexit?

Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could...

Thierry Bros, PhD

Commodities - Is There Any Value Within the Complex?

Commodity fundamentals – actionable insight from CRB’s Fundamental DatabaseClearMacro is delighted to announce a collaboration with Barcharts/CRB...

ClearMacro

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