Research

Argonaut’s research focuses on Metals & Mining, Energy, Agribusiness, Businesses and Contractors that service the natural resource sector and select Industrial companies and where warranted, the research team covers special situations. Our Research Team presently covers over 50 companies and at least a further 50 companies informally. The informal coverage is a valuable component of Argonaut’s research service, given our Perth Office's proximity to the many mining companies based in Western Australia.

Argonaut does not constrain its thought process and uses a combination of:

  • Top-down analysis to identify themes and sectors; and
  • Bottom-up analysis to select individual stocks

In presenting Argonaut’s views, the weight of the arguments put forward is more important than the weight of the document. Argonaut provides research in a clear, concise and readable manner through:

  • Daily morning notes
  • Institutional-quality research reports
  • Periodic sector information booklets
  • Regular email updates
  • Active company road shows and site visit programs

Argonaut has a strong emerging company and mid-market presence, with a clear focus on institutional and high net worth investors. Argonaut’s recommendations are based on in-depth and pro-active analysis, with the research team endeavouring to identify the investment themes of the future rather than reactively copying the latest research fad.

Argonaut’s Research team has deep industry knowledge and provides detailed institutional coverage. This is reflected on Bloomberg where our Analysts are rated No. 1 in Australia for over 50% of companies covered. The Research team is keenly focused on fundamental research and valuation in order to support Argonaut’s views. Argonaut was the only firm in Australia to have 3 analysts rated in the top 15 Metals & Mining Analysts in 2011*.
*Source: East Coles Survey, July 2011

Access to Research Area

A Username and Password are required to access research reports created by the Research Team.  Please scroll down to the bottom of any page in on our site and login to access Argonaut's research via the 'enter client area' link. If you do not have access please contact us to request access if you are currently or would like to become a client.

Metals, Mining & Energy Research Team

Matthew Keane Analyst, Metals, Mining & Energy Research
James Wilson Analyst, Metals & Mining Research
John Santul Consultant, Metals & Mining Research
Helen Lau Analyst, Metals & Mining Research (HK Ex.)

Industrial Research Team

Ian Christie Director, Industrial Research
Daniel Williamson Analyst, Industrial Research