Director, RaaS Research Group, Research as a Service (RaaS)

Research as a Service (RaaS)

Director, RaaS Research Group

Insightful Financial Models and Research Analysis

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Equity Bottom-Up

Amaero International Ltd / Equity Bottom-Up

Amaero International Ltd manufactures metal working machinery. The Company offers laser-based additive, 3D printing, and other related technologies. Amaero International serves customers in Australia.

<ul><li>RaaS Research has published a flash comment on advanced materials manufacturing group Amaero International (ASX:3DA) following comments from ADDMAN Group President and CEO Joe Calmese at an Additive and Advanced Manufacturing Symposium held earlier this week.</li><li>Mr. Calmese publicly called out the importance of ADDMAN Group’s partnership with Amaero in strengthening US supply chains for advanced alloys.</li><li>Mr. Calmese highlighted that their collaboration addressed critical gaps in the supply chain by reshoring scalable production of C103 and other specialty alloy powders and that this was important for ensuring the availability of critical materials for national security applications including hypersonic and defence application.</li></ul>

RaaS Research has published a flash comment on advanced materials manufacturing group Amaero International (ASX:3DA) following comments from ADDMAN Group President and CEO Joe Calmese at an Additive and Advanced Manufacturing Symposium held earlier this week.Mr. Calmese publicly called out the importance of ADDMAN Group’s partnership with Amaero in strengthening US supply chains for advanced alloys.Mr. Calmese highlighted that their collaboration addressed critical gaps in the supply chain by reshoring scalable production of C103 and other specialty alloy powders and that this was important for ensuring the availability of critical materials for national security applications including hypersonic and defence application.

ADDMAN Group highlights importance of 3DA partnership

Empire Energy Group Ltd., through a subsidiary, explores for oil and natural gas.  The Company operates in Pennsylvania and western New York State in the United States.

<ul><li>RaaS interviewed Empire Energy Group's Managing Director Alex Underwood post the announcements that the NT Government had approved the company's Environmental Management Plan and that drilling had commenced at Carpentaria-5H.</li><li>This is a full transcript.</li></ul>

RaaS interviewed Empire Energy Group's Managing Director Alex Underwood post the announcements that the NT Government had approved the company's Environmental Management Plan and that drilling had commenced at Carpentaria-5H.This is a full transcript.

Empire Energy Group RaaS Interview Transcript 18 November 2024

<ul><li>RaaS Research Group has published an update report on NT-focused gas explorer/producer Empire Energy Group (ASX:EEG) following the recent announcements that it has secured regulatory approvals for its Environmental Management Plan and Carpentaria-5H has spudded with drilling.</li><li>With the commencement of drilling, our confidence in the timing to first gas production is rising.</li><li>The company is targeting a drill-stimulate-test (IP30) result by around end Q1 CY25 which should maintain the timeline to first gas in H2 2025.</li></ul>

RaaS Research Group has published an update report on NT-focused gas explorer/producer Empire Energy Group (ASX:EEG) following the recent announcements that it has secured regulatory approvals for its Environmental Management Plan and Carpentaria-5H has spudded with drilling.With the commencement of drilling, our confidence in the timing to first gas production is rising.The company is targeting a drill-stimulate-test (IP30) result by around end Q1 CY25 which should maintain the timeline to first gas in H2 2025.

Empire Energy Group Ltd - ...and we're off! Carpentaria-5H has spudded

Verbrec Limited designs, builds, installs, and services electrical and control systems for major projects primarily for the resources, energy, and utilities industries.

<ul>
<li>RaaS is initiating coverage of engineering, asset management, and infrastructure and training services group Verbrec (ASX:VBC) with a DCF-based valuation of $0.40/share, representing potential capital upside of 196% on the current share price.</li>
<li>FY24 was a turnaround year for Verbrec under new management with a clear strategy of carving out costs, improving operating and risk management disciplines, selling under-performing businesses and finalising legacy projects.</li>
<li>The business is now recapitalised, profitable, cash generative and, in our opinion, poised for further growth with a favourable macro environment in both VBC’s traditional engineering projects and particularly its areas of sustainable focus, led by the energy transition that is underway in Australia.</li>
</ul>


RaaS is initiating coverage of engineering, asset management, and infrastructure and training services group Verbrec (ASX:VBC) with a DCF-based valuation of $0.40/share, representing potential capital upside of 196% on the current share price.
FY24 was a turnaround year for Verbrec under new management with a clear strategy of carving out costs, improving operating and risk management disciplines, selling under-performing businesses and finalising legacy projects.
The business is now recapitalised, profitable, cash generative and, in our opinion, poised for further growth with a favourable macro environment in both VBC’s traditional engineering projects and particularly its areas of sustainable focus, led by the energy transition that is underway in Australia.


Verbrec Limited - Building a Sustainable Model

Pointerra Limited operates as a software development company. The Company builds Data as a Service (DaaS) solution for managing, distributing, and visualizing massive point cloud data sets. Pointerra allows users to view their data from cloud-based servers instantly, as well as share their point cloud data with staff, customers, and partners.

<ul><li>RaaS has published an update report on 3D spatial data solutions group Pointerra (ASX:3DP) following its Q1 FY25 results in which it reported a 50.4% increase in cash receipts to $3.08m, the highest recorded since Q3 FY23.</li><li>Operating cash flow for the quarter was positive $0.31m, a $0.801m turnaround on the previous corresponding period (pcp) and $0.494m uplift on Q4 FY24.</li><li>Pointerra ended the quarter with $2.994m in cash.</li></ul>

RaaS has published an update report on 3D spatial data solutions group Pointerra (ASX:3DP) following its Q1 FY25 results in which it reported a 50.4% increase in cash receipts to $3.08m, the highest recorded since Q3 FY23.Operating cash flow for the quarter was positive $0.31m, a $0.801m turnaround on the previous corresponding period (pcp) and $0.494m uplift on Q4 FY24.Pointerra ended the quarter with $2.994m in cash.

Pointerra Ltd - Q1 cash receipts up 50% on pcp

RaaS selects and engages with Australian small caps and microcaps that the market has mis-priced and/or misunderstood. Our goal is to deliver a market re-rating for our clients through focused, indepth and timely research and financial models. The RaaS team comprises highly experienced equity analysts who have all been rated analysts at investment banks including Credit Suisse, BNP Paribas, Royal Bank of Canada, ICBC Standard Bank.