Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Was on the buyside for 15 years, most recently at a medium-sized boutique asset management firm. I grew up in Europe, went to university in the US and have been living in Singapore for the last 7 years which has given me a broad scope on the world and investing in general.

Consider myself 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 my interest. 

My 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.I like businesses with real earnings, cash flows, dividends, book value and insider ownership.

Insight Provider

Los Andes Copper: The Copper M&A Wave Has Started + Chilean Population Rejects New Constitution

Los Andes Copper: Insider Buying Continues and PFS in Next 60 Days

Los Andes Copper: PFS Published and M&A Scene Heating Up

Los Andes Copper: On Every Major Mining Company's Radar; 150% Upside

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>In January this year, we wrote about Los Andes Copper and how it is undervalued. YTD the stock is up over 40% in difficult tape.</li>
<li>Recent drill results highlight the attractiveness of the company with multiple intercepts indicating its prime Vizcachitas asset continues to grow in all directions.</li>
<li>Copper supply/demand dynamics could get really tight going into FY23/FY24. Positioning ahead of this is important.</li>
</ul>


In January this year, we wrote about Los Andes Copper and how it is undervalued. YTD the stock is up over 40% in difficult tape.
Recent drill results highlight the attractiveness of the company with multiple intercepts indicating its prime Vizcachitas asset continues to grow in all directions.
Copper supply/demand dynamics could get really tight going into FY23/FY24. Positioning ahead of this is important.


Los Andes Copper: Just Keeps Getting Bigger

Los Andes Copper Ltd

Los Andes Copper: Just Keeps Getting Bigger