South Australian Stock Exchange Index · 2020-05-22 · 3 Havilah Resources NL 97.30% 4 Cooper Enervgy Limited 69.77% ... Sep 2015 Oct 2015 Nov 2015 Dec 2015 Jan 2016 Feb 2016 Mar

South Australian Stock Exchange Index September 2016

02

Brochure / report title goes here | Section title goes here

ContentsExecutive summary 03

Positive contributions to the Deloitte SA Index 06

Negative contributions to the Deloitte SA Index 07

Additions and removals from the Deloitte SA Index 08

Market wrap – 30 September 2016 09

South Australia’s share price performance 12

Comparison of the Deloitte SA Index and the S&P/ASX 200 Index 14

Companies included in the Deloitte SA Index as at 30 September 2016 16

Compilation of the Deloitte SA Index 20

About Deloitte 21

Contact us 22

September 2016, Issue 42 South Australian Stock Exchange Index Published quarterly by Deloitte

Brought to you by:

Stephen Adams Partner | Financial Advisory Market Leader – South Australia Tel: +61 8 8407 7025 e-mail: [email protected]

South Australian Stock Exchange Index

03

Executive summary

Welcome to the Deloitte South Australian Stock Exchange Quarterly Index (Deloitte SA Index) for 30 September 2016.

The Deloitte SA Index is a quarterly review of South Australian stocks. It is compiled from publicly available information provided by the Australian Securities Exchange (ASX). The Deloitte SA Index is based on the market capitalisation weighted share price performance of South Australian listed companies. The impact of dividends and capital returns are excluded from the Index, which currently comprises 65 companies.

The Deloitte SA Index has increased by 21.1% over the last 12 months, a significant outperformance of the S&P/ASX 200, which increased by 8.3% over the same period.

The Deloitte SA Index increased by 6.0% in the 2016 September quarter, while the S&P/ASX 200 recorded a 3.9% increase. Both indices displayed a strong increase in July but recorded moderate falls in August, whilst September remained relatively flat. The absolute total market capitalisation of the state’s 65 listed companies increased by $662 million (2.67%) during the September quarter, from $24.79 billion to $25.45 billion.

In February this year, global supply pressures and strengthening demand spurred upward trends in commodity prices. As a result, many Deloitte SA Index Energy & Resource (E&R) companies experienced positive share price growth over the September quarter, with E&R companies accounting for eight of the top ten performers (by share price) in the Deloitte SA Index.

Stephen Adams Partner | Financial Advisory Market Leader – South Australia

Stephen Adams Partner | Financial Advisory Market Leader – South Australia

South Australian E&R companies have seized the opportunity presented by strengthened share prices to source capital through equity raisings. These capital raisings have been utilised to fund acquisitions and replenish cash positions that were previously under pressure.

Most notably, Cooper Energy Limited has performed multiple capital raisings this year ahead of the acquisition of a portfolio of gas assets off the coast of Victoria from Santos. This transformational transaction, which is aligned to its stated strategy, contributed to a 70% increase in share price over the September quarter.

Similarly, Sundance Energy Australia Limited raised capital through equity offerings in June and August of this year, ahead of the acquisition of Eagle Ford’s assets in Texas, USA.

We anticipate that the strong share prices and capital injections in South Australia’s E&R industry will continue to spur increased investment activity by South Australian E&R companies in the short to mid-term.


04

Rank Company Date announced Capital raising

1 Core Exploration Limited August 2016 Private Placement

4 Cooper Energy Limited June 2016 Equity Offering

5 Sundance Energy Australia Limited August 2016 Equity Offering

6 Renascor Resources Limited May 2016 Private Placement

8 PNX Metals Limited September 2016 Private Placement

10 Stonewall Resources Limited September 2016 Private Placement

12 Hillgrove Resources Limited September 2016 Private Placement

13 Southern Gold Limited September 2016 Private Placement

16 Maximus Resources Limited August 2016 Private Placement

Rank Company Change (%)

1 Core Exploration Limited 290.91%

2 Minotaur Exploration Limited 117.74%

3 Havilah Resources NL 97.30%

4 Cooper Enervgy Limited 69.77%

5 Sundance Energy Australia Limited 65.00%

6 Renascor Resources Limited 60.00%

8 PNX Metals Limited 50.00%

10 Stonewall Resources Limited 50.00%

Top E&R Companies by Share Price

Recent Capital Raisings by E&R Companies


05

Commodity prices since September 2015

550

750

950

1150

1350

1550

1750

1950

2150

Sep

2015

Oct

201

5

Nov

201

5

Dec

201

5

Jan

2016

Feb

2016

Mar

201

6

Apr 2

016

May

201

6

Jun

2016

Jul 2

016

Aug

2016

Sep

2016

USD

/ Tro

y O

z

Gold Bullion Silver Handy&Harman

25

45

65

85

105

125

145

165

185

205

225

Sep

2015

Oct

201

5

Nov

201

5

Dec

201

5

Jan

2016

Feb

2016

Mar

201

6

Apr 2

016

May

201

6

Jun

2016

Jul 2

016

Aug

2016

Sep

2016

USD

/Met

ric

Tonn

e

Coal hard coking Coal ICE gC

20

30

40

60

70

80

Steel Iron Ore (per tonne) Crude oil (per BBL)

Sep

2015

Oct

201

5

Nov

201

5

Dec

201

5

Jan

2016

Feb

2016

Mar

201

6

Apr 2

016

May

201

6

Jun

2016

Jul 2

016

Aug

2016

Sep

2016

US

Dol

lars

Source: Thompson Reuters DataStream Professional


06

Positive contributions to the Deloitte SA IndexOver the last quarter, 34 of the 65 South Australian listed companies positively contributed to the Deloitte SA Index. The top three contributors to the Index during this quarter, which have remained the same as the June quarter, were Mayne Pharma Group Limited, Adelaide Brighton Limited and OZ Minerals Limited.

Mayne Pharma Group Limited (Mayne Pharma) was the largest positive contributor (5.0%) to the Deloitte SA Index over the quarter. Mayne Pharma is a pharmaceutical company specialising in drug delivery expertise with capabilities in research and development as well as manufacturing. Mayne Pharma continues to enjoy growth following significant acquisitions in the 12 months to September.

Adelaide Brighton Limited (Adelaide Brighton) was the second largest positive contributor (2.1%) to the Deloitte SA Index over the quarter. Adelaide Brighton is an

importer, distributor, and marketer of cement and concrete products. Adelaide Brighton’s increase in share price is being driven not only by the increase in infrastructure in South Australia but also by growing demand from the east coast of Australia. It is expected that Adelaide Brighton will continue to grow through signalled acquisition intentions.

OZ Minerals Limited (OZ Minerals) was the third largest positive contributor (1.0%) to the Deloitte SA Index over the quarter. OZ Minerals owns and operates the Prominent Hill copper-gold mine and the Carrpateena copper-gold mine in South Australia. Despite decreased capacity over the September quarter as a result of the state-wide blackout in late September, OZ Minerals’ overall production exceeded expectations during the September quarter. In conjunction with lower than expected costs OZ Minerals has enjoyed another successful quarter following the decision to move its head office to South Australia. Table 1: Largest positive contributions

to the Deloitte SA Index in the 2016 September quarter

Company Performance

Mayne Pharma Group Limited

5.0%

Adelaide Brighton Limited 2.1%

OZ Minerals Limited 1.0%

Ramelius Resources Limited 0.8%

Ellex Medical Lasers Limited 0.7%

Kangaroo Island Plantation Timbers Limited

0.7%

Bionomics Limited 0.7%

Beach Energy Limited 0.4%

Table 2: Largest share price increases in the 2016 September quarter

Company Performance

Core Exploration Limited 290.9%

Minotaur Exploration Limited

117.7%

Havilah Resources NL 97.3%

Cooper Energy Limited 69.8%

Sundance Energy Australia Limited

65.0%

Renascor Resources Limited 60.0%

Bionomics Limited 54.4%

PNX Metals Limited 50.0%

Source: Deloitte analysis, ASX, Capital IQ Source: Deloitte analysis, ASX, Capital IQ

On an absolute share price performance basis, the companies that recorded the largest percentage share price increases for the three months to 30 September 2016 were: • Core Exploration Limited, which increased 290.9% from $0.02 per share to $0.09 per share

• Minotaur Exploration Limited, which increased 117.7% from $0.06 per share to $0.14 per share

• Havilah Resources NL, which increased 97.3% from $0.37 per share to $0.73 per share.


07

Negative contributions to the Deloitte SA IndexThe largest negative contributions on a market capitalisation basis to the Deloitte SA Index for the 2016 September quarter came from Prophecy International Holdings Limited, Argo Investments Limited and Highfield Resources Limited.

Table 3: Largest negative contributions to the Deloitte SA Index in the 2016 September quarter

Company Performance

Prophecy International Holdings Limited

(1.7%)

Argo Investments Limited (0.6%)

Highfield Resources Limited (0.4%)

Elders Limited (0.2%)

SeaLink Travel Group Limited

(0.2%)

Santos Limited (0.1%)

Boart Longyear Limited (0.1%)


(0.1%)

Table 4: Largest share price decreases in the 2016 September quarter

Company Performance

Leigh Creek Energy Limited (47.4%)

Reproductive Health Science Limited

(44.4%)

UraniumSA Limited (40.0%)

Petratherm Limited (25.0%)

Pepinnini Minerals Limited (22.6%)

Santos Limited (22.2%)


(21.8%)

Terramin Australia Limited (20.8%)

The companies that recorded the largest percentage share price decreases for the 2016 September quarter were Leigh Creek Energy Limited, Reproductive Health Science Limited and UraniumSA Limited.

Source: Deloitte analysis, ASX, Capital IQ Source: Deloitte analysis, ASX, Capital IQ


08

Additions and removals from the Deloitte SA IndexThe following companies were added to or removed from the Deloitte SA Index during the 2016 September quarter.

Additions: Removals:

Duxton Water Limited Duxton Water Limited (Duxton Water) entered the Index in the September 2016 quarter via an initial public offering.

Duxton Water intends to provide investors with exposure to Australia’s water entitlements market. The majority of Duxton Water’s assets will be water entitlement leases with primary producers.

No companies exited the Deloitte SA Index in the September 2016 quarter.


09

Market wrap – 30 September 2016

Market capitalisation

Nano cap Less than $50 million

Micro cap $50 million to $300 million

Small cap $300 million to $2 billion

Mid cap $2 billion to $10 billion

Large cap $10 billion to $200 billion

Mega cap Market capitalisation of $200 billion and greater

Companies listed in the Deloitte SA Index have been divided into the categories listed in the table below for the purposes of the quarterly market wrap.

Table 5: Major movements in market capitalisation in each category

Increases ($m)

Sep 2016 ranking

Jun 2016 ranking

Company nameMkt cap Sep 2016

% change in share price

% change in mkt cap

Mid cap 4 5 Mayne Pharma Group Limited 2,983.5 5.0% 130.2%

Small cap

7 8 SeaLink Travel Group Limited 449.1 8.8% 8.8%6 6 Beach Energy Limited 1,221.6 7.4% 7.6%5 4 OZ Minerals Limited 1,818.6 7.6% 6.5%9 9 Elders Limited 352.5 4.0% 4.0%

Micro cap

14 24 Sundance Energy Australia Limited 206.1 65.0% 228.6%22 25 Havilah Resources NL 126.3 97.3% 103.2%18 19 Cooper Energy Limited 158.8 69.8% 69.8%13 16 Bionomics Limited 211.7 54.4% 54.4%21 20 Boart Longyear Limited 126.5 50.0% 50.0%

Nano cap

36 51 Core Exploration Limited 23.5 290.9% 293.9%43 54 Magnetite Mines Limited 16.7 (17.4%) 245.9%29 38 Alcidion Group Limited 38.6 45.5% 161.4%32 40 Minotaur Exploration Limited 28.7 117.7% 117.8%48 52 Renascor Resources Limited 11.6 60.0% 104.2%


10

Decreases ($m)

Sep 2016 ranking

Jun 2016 ranking

Company nameMkt cap Sep 2016

% change in share price

% change in mkt cap

Mid cap1 1 Santos Limited 6,412.3 (22.2%) (22.1%)2 2 Argo Investments Limited 4,934.2 (1.9%) (1.5%)3 3 Adelaide Brighton Limited 3,599.1 (0.5%) (0.5%)

Small cap 8 7 Highfield Resources Limited 398.4 (6.9%) (6.8%)

Micro cap

26 22 Prophecy International Holdings Limited 57.3 (21.8%) (21.8%)15 11 Terramin Australia Limited 170.6 (20.8%) (20.8%)25 21 Flinders Mines Limited 67.8 (11.5%) (11.5%)11 10 Argo Global Listed Infrastructure Limited 251.3 (4.4%) (4.3%)

Nano cap

35 26 Leigh Creek Energy Limited 26.6 (47.4%) (47.4%)

56 47Reproductive Health Science Limited

5.0 (44.4%) (37.9%)

61 57 UraniumSA Limited 2.4 (40.0%) (29.7%)53 48 Archer Exploration Limited 6.8 (13.9%) (13.9%)64 62 Papyrus Limited 1.4 (12.5%) (12.5%)

($m)

Market Capitalisation of the Deloitte SA Index as at 30 June 2016 24,786

Total Inclusions 68

Total Removals -

New SA inclusions/(removals) for September 2016 quarter 68

Major Increases(Δ > +$20 million)

Mayne Pharma Group Limited 1,687.4

Sundance Energy Australia Limited 143.4

OZ Minerals Limited 111.5

Beach Energy Limited 86.6

Codan Limited 76.2

Bionomics Limited 74.6

Cooper Energy Limited 65.3

Havilah Resources NL 64.2

Ramelius Resources Limited 42.6

Boart Longyear Limited 42.2

SeaLink Travel Group Limited 36.4

Alcidion Group Limited 23.8

Ellex Medical Lasers Limited 23.4

Major Decreases(Δ < -$20 million)

Santos Limited (1,822.9)

Argo Investments Limited (75.5)

Terramin Australia Limited (44.9)

Highfield Resources Limited (29.0)

Leigh Creek Energy Limited (23.9)

Other Movements 113

Total increase/(decrease) 594

Market Capitalisation of the Deloitte SA Index as at 30 September 2016 25,449

Table 6: Major movements in market capitalisationfor the three months ended 30 September 2016

Source: Deloitte analysis, ASX, Capital IQ



11

Table 7: Market capitalisation by industry as at 30 September 2016

Industry Number of companies

Sep 2016 $(m)

Jun 2016 $(m)

Movement in quarter

$(m)

% of Index

% Change last 3

months

% Change last 6

months

% Change last 12

months

% Change since

Jun 2005

Capital Goods 3 166 118 48 0.7% 40.3% 36.6% 24.0% (78.9%)

Consumer services 1 449 413 36 1.8% 8.8% 2.4% 51.5% -

Diversified Financials 3 5,350 5,421 (71) 21.0% (1.3%) 0.4% (2.6%) 106.6%

Energy 9 8,014 9,543 (1,529) 31.5% (16.0%) (6.0%) 65.5% 14.1%

Food Beverage & Tobacco 3 535 508 27 2.1% 5.3% 8.1% 16.8% (68.1%)

Health Care Equipment & Services 5 231 178 52 0.9% 29.4% 42.9% 173.5% 1,376.4%

Materials 31 6,842 6,642 200 26.9% 3.0% 12.7% 39.6% 377.7%

Media 1 13 14 (1) 0.1% (5.6%) (10.5%) 33.3% -

Pharmaceuticals, Biotechnology & Life Sciences

2 3,195 1,433 1,762 12.6% 122.9% 133.1% 213.8% 4,132.0%

Real Estate 1 21 20 0 0.1% 1.7% 1.7% (9.4%) (83.4%)

Semiconductors & Semiconductor Equipment

1 50 49 1 0.2% 2.2% - (15.2%) 23.2%

Software & Services 2 62 79 (16) 0.2% (20.9%) (46.3%) (52.1%) (6.5%)

Technology Hardware & Equipment 1 285 209 76 1.1% 36.4% 110.6% 56.9% 23.6%

Transportation 1 167 159 8 0.7% 5.2% (17.3%) 5.3% (20.8%)

Utilities 1 68 - 68 0.3% - - - (92.1%)

Total 65 25,449 24,786 662 100.0% 2.7% 10.4% 43.1% 46.2%



12

South Australia’s share price performanceFigure 1: Monthly performance to 30 September 2016, top eight gains


Cooper Energy Limited

Hillgrove Resources Limited

Core Exploration Limited

Pepinnini Minerals Limited

0% 10% 20% 30% 40% 50% 60% 70% 80%

Maximus Resources Limited

PNX Metals Limited


Bionomics Limited

Figure 2: Quarterly performance to 30 September 2016, top eight gains


Cooper Energy Limited

Renascor Resources Limited


Bionomics Limited

0% 50% 100% 150% 200% 250% 300% 350%


PNX Metals Limited

Havilah Resources NL


Figure 3: Yearly performance to 30 September 2016, top eight gains


Ramelius Resources Limited

Renascor Resources Limited


0% 50% 100% 150% 200% 250% 300%

Kangaroo Island Australia Limited

Magnetite Mines Limited

Havilah Resources NL

Ellex Medical Lasers Limited



13

Figure 4: Monthly performance to 30 September 2016, bottom eight



Archer Exploration Limited


Leigh Creek Energy Limited

E&A Limited

Magnetite Mines Limited

Lawson Gold Limited

Uranium SA Limited

(40%) (35%) (30%) (25%) (20%) (15%) (10%) (5%) 0%

Figure 5: Quarterly performance to 30 September 2016, bottom eight


(50%) (40%) (30%) (20%) (10%) 0%

Terramin Australia Limited


Santos Limited

Pepinnini Minerals Limited

Petratherm Limited

UraniumSA Limited



Figure 6: Yearly performance to 30 September 2016, bottom eight



Terramin Australia Limited


Thor Mining PLC



MGM Wireless Limited

UraniumSA Limited

(70%) (60%) (50%) (40%) (30%) (20%) (10%) 0%


14

Comparison of the Deloitte SA Index and the S&P/ASX 200 IndexThe Deloitte SA Index outperformed the S&P/ASX 200 Index during the three months to 30 September 2016. The Deloitte SA Index increased by 6.0%, compared to the S&P/ASX200, which increased by 3.9%.

The largest positive contributions to the Deloitte SA Index for the quarter came from a 5.0% increase in Mayne Pharma and a 2.1% increase by Adelaide Brighton Limited.

The largest negative contributions on a market capitalisation basis to the Deloitte

SA Index for the quarter came from a 1.7% decrease by Prophecy International Holdings Limited, and a 0.6% decrease by Argo Investments Limited.

For the six months to 30 September 2016, the S&P/ASX 200 outperformed the Deloitte SA Index, recording an increase of 6.9% compared to an increase of 2.2% for the Deloitte SA Index.

For the twelve months to 30 September 2016, the Deloitte SA Index outperformed the S&P/ASX 200, recording an increase of 21.1% compared with an increase of 8.3% for the S&P/ASX 200.

Table 8: Percentage change in major indices

Figure 7: Percentage change to 30 September 2016 – Deloitte SA Index vs. S&P/ASX 200 Index

Index nameLast 12 months

Last 6 months

Last 5 months

Last 4 months

Last 3 months

Last 2 months

Last month

Deloitte SA Index 21.1% 2.2% 6.8% 6.3% 6.0% (4.5)% 0.7%

S&P/ASX 200 8.3% 6.9% 3.5% 1.1% 3.9% (2.3)% 0.1%

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S&P/ASX 200 Deloitte SA Index

Base=1 as at 30 June 2005




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S&P/ASX 200 Deloitte SA Index Deloitte SA Index (excluding STO)


Figure 9: Percentage change to 30 September 2016 – Deloitte SA Energy & Resources Index vs. S&P/ASX 200 Index

Figure 8: Percentage change to 30 September 2016 – Deloitte SA Index (including Santos) vs. Deloitte SA Index (excluding Santos) vs. S&P/ASX 200 Index

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S&P/ASX 200 Deloitte SA Energy & Resources Index





16

Companies included in the Deloitte SA Index as at 30 September 2016Table 9: Constituents of the Deloitte SA Index ranked by share price performance during the 2016 September quarter

Rank Code CompanyShare price

Sep 2016 ($)

Share price Jun 2016

($)

Change($)

Change (%)

High price 12m ($)

Low price 12m ($)

1 CXO Core Exploration Limited 0.09 0.02 0.1 290.9% 0.11 0.01

2 MEP Minotaur Exploration Limited 0.14 0.06 0.1 117.7% 0.14 0.05

3 HAV Havilah Resources NL 0.73 0.37 0.4 97.3% 0.87 0.21

4 COE Cooper Energy Limited 0.37 0.22 0.2 69.8% 0.38 0.14

5 SEA Sundance Energy Australia Limited 0.17 0.10 0.1 65.0% 0.39 0.06

6 RNU Renascor Resources Limited 0.03 0.02 0.0 60.0% 0.06 0.01

7 BNO Bionomics Limited 0.44 0.29 0.2 54.4% 0.59 0.23

8 PNX PNX Metals Limited 0.03 0.02 0.0 50.0% 0.03 0.01

9 BLY Boart Longyear Limited 0.14 0.09 0.0 50.0% 0.19 0.04

10 SWJ Stonewall Resources Limited 0.02 0.01 0.0 50.0% 0.02 0.01

11 ALC Alcidion Group Limited 0.06 0.04 0.0 45.5% 0.09 0.04

12 HGO Hillgrove Resources Limited 0.08 0.06 0.0 39.3% 0.21 0.03

13 SAU Southern Gold Limited 0.38 0.28 0.1 38.2% 0.46 0.18

14 KPT Kangaroo Island Plantation Timbers Limited 22.00 16.00 6.0 37.5% 27.00 9.49

15 CDA Codan Limited 1.61 1.18 0.4 36.4% 1.66 0.53

16 MXR Maximus Resources Limited 0.00 0.00 0.0 33.3% 0.01 0.00

17 LBT LBT Innovations Limited 0.19 0.15 0.0 31.0% 0.22 0.10

18 CSS Clean Seas Tuna Limited 0.04 0.03 0.0 29.4% 0.06 0.03

19 ELX Ellex Medical Lasers Limited 1.16 0.96 0.2 21.5% 1.30 0.44

20 EAL E & A Limited 0.08 0.07 0.0 20.0% 0.20 0.07

21 LSN Lawson Gold Limited 0.05 0.04 0.0 19.1% 0.08 0.04

22 IVR Investigator Resources Limited 0.04 0.03 0.0 17.7% 0.07 0.01

23 KOV Korvest Limited 2.50 2.19 0.3 14.2% 3.50 2.05

24 AJJ Asian American Medical Group Limited 0.11 0.10 0.0 10.0% 0.13 0.06

25 RMS Ramelius Resources Limited 0.48 0.44 0.0 9.2% 0.65 0.17

26 SLK SeaLink Travel Group Limited 4.44 4.08 0.4 8.8% 4.85 3.14

27 MOX Monax Mining Limited 0.01 0.01 0.0 8.3% 0.03 0.01

28 RXM Rex Minerals Limited 0.06 0.05 0.0 7.8% 0.10 0.04

29 OZL OZ Minerals Limited 6.08 5.65 0.4 7.6% 7.04 3.34

30 BPT Beach Energy Limited 0.66 0.61 0.0 7.4% 0.80 0.35

31 MYX Mayne Pharma Group Limited 2.00 1.91 0.1 5.0% 2.11 0.99

32 KSC K & S Corporation Limited 1.38 1.32 0.1 4.6% 1.77 0.96

33 ELD Elders Limited 3.87 3.72 0.2 4.0% 4.96 3.31

34 LGD Legend Corporation Limited 0.23 0.23 0.0 2.2% 0.26 0.18

0.06


17

Rank Code CompanyShare price

Sep 2016 ($)

Share price Jun 2016

($)

Change($)

Change (%)

High price 12m ($)

Low price 12m ($)

35 AVG Australian Vintage Limited 0.58 0.57 0.0 1.8% 0.66 0.35

36 TYK Tychean Resources Limited 0.01 0.01 - - 0.02 0.00

37 PAW Pawnee Energy Limited 0.00 0.00 - - 0.00 0.00

38 MTH Mithril Resources Limited 0.01 0.01 - - 0.02 0.00

39 THR Thor Mining PLC 0.00 0.00 - - 0.00 0.00

40 AXI Axiom Properties Limited 0.05 0.05 - - 0.06 0.05

41 IRD Iron Road Limited 0.11 0.11 - - 0.16 0.08

42 VXL Valence Industries Limited 0.12 0.12 - - 0.17 0.12

43 D2O Duxton Water Limited 1.07 - - - 1.10 1.02

44 ABC Adelaide Brighton Limited 5.54 5.57 (0.0) (0.5%) 6.00 4.00

45 ARG Argo Investments Limited 7.23 7.37 (0.1) (1.9%) 8.04 7.11

46 ALI Argo Global Listed Infrastructure Limited 1.76 1.84 (0.1) (4.4%) 1.99 1.61

47 ITL Integrated Media Technology Limited 0.17 0.18 (0.0) (5.6%) 0.17 0.17

48 MEU Marmota Energy Limited 0.02 0.02 (0.0) (5.9%) 0.04 0.01

49 BFC Beston Global Food Company Limited 0.39 0.41 (0.0) (6.1%) 0.63 0.30

50 CXM Centrex Metals Limited 0.06 0.07 (0.0) (6.2%) 0.10 0.06

51 HFR Highfield Resources Limited 1.28 1.38 (0.1) (6.9%) 2.04 0.97

52 MWR MGM Wireless Limited 0.59 0.65 (0.1) (8.5%) 1.50 0.53

53 ADN Adelaide Resources Limited 0.02 0.02 (0.0) (9.5%) 0.03 0.01

54 FMS Flinders Mines Limited 0.02 0.03 (0.0) (11.5%) 0.03 0.01

55 PPY Papyrus Limited 0.01 0.01 (0.0) (12.5%) 0.02 0.01

56 AXE Archer Exploration Limited 0.06 0.07 (0.0) (13.9%) 0.12 0.06

57 MGF Magnetite Mines Limited 0.04 0.05 (0.0) (17.4%) 0.05 0.01

58 TZN Terramin Australia Limited 0.10 0.12 (0.0) (20.8%) 0.19 0.08

59 PRO Prophecy International Holdings Limited 0.90 1.15 (0.3) (21.8%) 2.53 0.87

60 STO Santos Limited 3.61 4.64 (1.0) (22.2%) 6.56 2.46

61 PNN Pepinnini Minerals Limited 0.02 0.03 (0.0) (22.6%) 0.05 0.01

62 PTR Petratherm Limited 0.00 0.00 (0.0) (25.0%) 0.01 0.00

63 USA UraniumSA Limited 0.01 0.02 (0.0) (40.0%) 0.02 0.01

64 RHS Reproductive Health Science Limited 0.08 0.14 (0.1) (44.4%) 0.18 0.08

65 LCK Leigh Creek Energy Limited 0.10 0.19 (0.1) (47.4%) 0.42 0.10



18

Table 10: Constituents of the Deloitte SA Index ranked by market capitalisation as at 30 September 2016

Rank Sep

2016

Rank Sep

2015Code Company

Mkt capSep 2016

($m)

Mkt cap Sep 2015

($m)

Change ($m)

Change (%)

Last price

($)

High price 12m ($)

Low price 12m ($)

1 2 STO Santos Limited 6,412.3 4,010.2 2,402.0 59.9% 3.61 6.56 2.46

2 1 ARG Argo Investments Limited 4,934.2 5,093.1 (158.9) (3.1%) 7.23 8.04 7.11

3 3 ABC Adelaide Brighton Limited 3,599.1 2,803.2 795.9 28.4% 5.54 6.00 4.00

4 5 MYX Mayne Pharma Group Limited 2,983.5 820.7 2,162.8 263.6% 2.00 2.11 0.99

5 4 OZL OZ Minerals Limited 1,818.6 1,006.0 812.6 80.8% 6.08 7.04 3.34

6 6 BPT Beach Energy Limited 1,221.6 601.9 619.7 103.0% 0.66 0.80 0.35

7 10 SLK SeaLink Travel Group Limited 449.1 293.3 155.8 53.1% 4.44 4.85 3.14

8 7 HFR Highfield Resources Limited 398.4 425.1 (26.7) (6.3%) 1.28 2.04 0.97

9 8 ELD Elders Limited 352.5 321.1 31.4 9.8% 3.87 4.96 3.31

10 13 CDA Codan Limited 285.3 171.8 113.6 66.1% 1.61 1.66 0.53

11 11 ALI Argo Global Listed Infrastructure Limited 251.3 279.0 (27.7) (9.9%) 1.76 1.99 1.61

12 18 RMS Ramelius Resources Limited 249.4 90.8 158.6 174.6% 0.48 0.65 0.17

13 12 BNO Bionomics Limited 211.7 197.5 14.2 7.2% 0.44 0.59 0.23

14 14 SEA Sundance Energy Australia Limited 206.1 159.3 46.8 29.3% 0.17 0.39 0.06

15 9 TZN Terramin Australia Limited 170.6 293.4 (122.8) (41.9%) 0.10 0.19 0.08

16 15 KSC K & S Corporation Limited 167.3 158.8 8.5 5.3% 1.38 1.77 0.96

17 16 BFC Beston Global Food Company Limited 164.5 123.5 41.0 33.2% 0.39 0.63 0.30

18 21 COE Cooper Energy Limited 158.8 56.5 102.4 181.4% 0.37 0.38 0.14

19 19 AVG Australian Vintage Limited 133.5 81.3 52.3 64.3% 0.58 0.66 0.35

20 25 ELX Ellex Medical Lasers Limited 132.4 43.1 89.4 207.5% 1.16 1.30 0.44

21 23 BLY Boart Longyear Limited 126.5 52.3 74.3 142.1% 0.14 0.19 0.04

22 24 HAV Havilah Resources NL 126.3 43.6 82.8 190.0% 0.73 0.87 0.21

23 - IRD Iron Road Limited 74.5 - 74.5 - 0.11 0.16 0.08

24 - D2O Duxton Water Limited 68.1 - 68.1 - 1.07 1.10 1.02

25 28 FMS Flinders Mines Limited 67.8 33.2 34.6 104.0% 0.02 0.03 0.01

26 17 PRO Prophecy International Holdings Limited 57.3 119.7 (62.4) (52.1%) 0.90 2.53 0.87

27 20 LGD Legend Corporation Limited 50.2 59.2 (9.0) (15.2%) 0.23 0.26 0.18

28 22 CSS Clean Seas Tuna Limited 48.6 55.3 (6.6) (12.0%) 0.04 0.06 0.03

29 - ALC Alcidion Group Limited 38.6 - 38.6 - 0.06 0.09 0.04

30 36 KPTKangaroo Island Plantation Timbers Limited

37.8 16.1 21.7 134.7% 22.00 27.00 9.49

32 41 MEP Minotaur Exploration Limited 28.7 10.1 18.6 184.3% 0.14 0.14 0.05

33 37 SWJ Stonewall Resources Limited 28.2 13.1 15.0 114.5% 0.02 0.02 0.01

34 27 KOV Korvest Limited 27.5 37.3 (9.9) (26.4%) 2.50 3.50 2.05


19

Rank Sep

2016

Rank Sep

2015Code Company

Mkt capSep 2016

($m)

Mkt cap Sep 2015

($m)

Change ($m)

Change (%)

Last price

($)

High price 12m ($)

Low price 12m ($)

35 26 LCK Leigh Creek Energy Limited 26.6 41.5 (14.9) (35.9%) 0.10 0.42 0.10

36 50 CXO Core Exploration Limited 23.5 4.2 19.3 460.1% 0.09 0.11 0.01

37 - IVR Investigator Resources Limited 23.2 - 23.2 - 0.04 0.07 0.01

38 30 VXL Valence Industries Limited 22.9 23.3 (0.4) (1.7%) 0.12 0.17 0.12

39 38 LBT LBT Innovations Limited 21.8 12.0 9.8 81.4% 0.19 0.22 0.10

40 31 AXI Axiom Properties Limited 20.6 22.7 (2.1) (9.4%) 0.05 0.06 0.05

41 32 CXM Centrex Metals Limited 19.2 21.1 (1.9) (9.0%) 0.06 0.10 0.06

42 45 SAU Southern Gold Limited 17.6 7.4 10.2 138.7% 0.38 0.46 0.18

43 47 MGF Magnetite Mines Limited 16.7 6.0 10.6 176.9% 0.04 0.05 0.01

44 48 PNX PNX Metals Limited 15.9 5.6 10.3 185.8% 0.03 0.03 0.01

45 - HGO Hillgrove Resources Limited 14.7 - 14.7 - 0.08 0.21 0.03

46 40 ITL Integrated Media Technology Limited 13.5 10.1 3.4 33.3% 0.17 0.17 0.17

47 35 RXM Rex Minerals Limited 12.1 18.3 (6.2) (33.7%) 0.06 0.10 0.04

48 54 RNU Renascor Resources Limited 11.6 3.0 8.6 284.5% 0.03 0.06 0.01

49 34 EAL E & A Limited 11.5 19.2 (7.7) (40.0%) 0.08 0.20 0.07

50 46 ADN Adelaide Resources Limited 7.6 6.7 0.9 13.1% 0.02 0.03 0.01

51 59 PNN Pepinnini Minerals Limited 7.4 2.3 5.1 217.5% 0.02 0.05 0.01

52 52 MEU Marmota Energy Limited 7.2 3.2 4.0 126.6% 0.02 0.04 0.01

53 44 AXE Archer Exploration Limited 6.8 8.1 (1.2) (15.2%) 0.06 0.12 0.06

54 60 MOX Monax Mining Limited 5.9 1.9 4.0 213.3% 0.01 0.03 0.01

55 39 MWR MGM Wireless Limited 5.1 10.7 (5.6) (52.3%) 0.59 1.50 0.53

56 43 RHS Reproductive Health Science Limited 5.0 8.9 (3.9) (44.1%) 0.08 0.18 0.08

57 63 MTH Mithril Resources Limited 3.4 1.7 1.7 102.0% 0.01 0.02 0.00

58 57 PTR Petratherm Limited 2.9 2.8 0.1 5.2% 0.00 0.01 0.00

59 58 TYK Tychean Resources Limited 2.6 2.5 0.1 2.1% 0.01 0.02 0.00

60 61 LSN Lawson Gold Limited 2.5 1.7 0.7 42.9% 0.05 0.08 0.04

61 49 USA UraniumSA Limited 2.4 4.6 (2.2) (47.8%) 0.01 0.02 0.01

62 62 MXR Maximus Resources Limited 2.4 1.7 0.6 36.9% 0.00 0.01 0.00

63 55 THR Thor Mining PLC 1.5 2.9 (1.4) (47.8%) 0.00 0.00 0.00

64 64 PPY Papyrus Limited 1.4 1.6 (0.2) (11.2%) 0.01 0.02 0.01

65 65 PAW Pawnee Energy Limited 0.0 0.0 - - 0.00 0.00 0.00



20

Compilation of the Deloitte SA IndexCompilation of the Deloitte SA Index The quarterly Deloitte SA Index is compiled from publicly available information provided by the ASX on the share prices and market capitalisation of each South Australian listed company.

A company is included on the Deloitte SA Index if its registered office is in South Australia. Dual-listed companies are not included in the Deloitte SA Index. The information on South Australian listed companies is extracted to provide a market capitalisation weighted share price index for all South Australian companies broadly in line with the methodology adopted for the compilation of the S&P/ASX 200 Index. The impact of dividends and capital returns has been excluded from the Deloitte SA Index.

The base period of the Deloitte SA Index is 30 June 2005, and for the purposes of the Index this month is given a notional value of one. Please note, if a company has been delisted during a particular period, no data will be included for that month and all subsequent months until the company is relisted. Historical information regarding the company will continue to be included in the calculation of the Deloitte SA Index.

About Deloitte AdelaideAs one of Australia’s leading professional services firms, Deloitte Touche Tohmatsu and its affiliates provide audit, tax, consulting and financial advisory services through approximately 6,000 people across the country. We have expertise that spans across industry sectors including automotive; consumer business; energy and resources; financial services; government services; life sciences and health care; manufacturing;

real estate; and technology, media and telecommunications. Focused on the creation of value and growth, and known as an employer of choice for innovative human resources programs, we are dedicated to helping our clients and our people excel. Our professionals are dedicated to strengthening corporate responsibility, building public trust, and making a positive impact in their communities.

Our Adelaide practice continues to grow with over 220 dedicated personnel including 19 partners. We provide high quality service to our clients throughout South Australia, delivering seamless solutions and the insights that they need to address their most complex business challenges. The strong performance culture of the Adelaide office is attributed to Deloitte’s seven Signals, representing who we are and how we do business.

Disclaimer of liabilityThis Index has been prepared as general information only and does not consider the specific objectives, situation or needs of anyone including any member of its target audience. You should not rely on the information in the Index or disclose it or refer to it in any document.

Deloitte does not accept any duty of care or liability to anyone regarding this Index or any of its content and we are not responsible to anyone for any loss suffered in connection with the use of this index or any of its content. We make no representation or warranty about the accuracy of the information in the Index. Circumstances might have changed since the date this Index was prepared.

For more information regarding the Deloitte SA Index, please contact:Stephen Adams Partner Financial Advisory Tel: +61 8 8407 7025 e-mail: [email protected]

Clarence Fok Senior Analyst Financial Advisory Tel: +61 8 8407 7388 e-mail: [email protected]

Kathryn Fritz Analyst Financial Advisory Tel: +61 8 8407 7128 e-mail: [email protected]

Emily Easling Analyst Financial Advisory Tel: +61 8 8407 7090 e-mail: [email protected]

mailto:[email protected]


21

About Deloitte

13 | Issue 145 - Western Australian Stock Exchange Index

About Deloitte

Our Signals

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Talk straightWhen we talk, it’s open, regular, honest, constructive two-way communication between our people and our clients.

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Our Culture – our essenceCulture at Deloitte does not just happen – we work at it. It’s the sum total of the actions of our people, it’s the way we treat others – it’s the way we behave. Our seven Signals embody these values. Our passion for teamwork and exceptional client service is our point of difference.

At Deloitte, we live and breathe our culture. Our internationally experienced professionals strive to deliver seamless, consistent services wherever our clients operate.

Our mission is to help our clients and our people excel.

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Our signalsContinuously grow and improveWe have an environment that respects the individual, rewards achievements, welcomes change and encourages a lifetime of learning – with ourselves and our clients.

Have fun and celebrateThere is never a wrong time to celebrate and have fun – recognising, appreciating, acknowledging and learning from the experiences and success shared between our client and Deloitte teams.

Aim to be famousWe aim to reach for the stars – and beyond.

To be thought leaders, showcasing our clients and our team’s talent and expertise.

Play to winThink globally – Winning is our stated objective.

It is also our state of mind.

Talk straightWhen we talk, it’s open, regular, honest, constructive two-way communication between our people and our clients.

Empower and trustWe encourage a sense of ownership and pride by giving responsibility and delegating authority.

Recruit and retain the bestOur people are talented, enthusiastic, self-starters, team players who are bursting with potential. They are people with whom we have a lifetime association.

Our culture – our essenceCulture at Deloitte does not just happen – we work at it. It’s the sum total of the actions of our people, it’s the way we treat others – it’s the way we behave. Our seven Signals embody these values. Our passion for teamwork and exceptional client service is our point of difference.

At Deloitte, we live and breathe our culture. Our internationally experienced professionals strive to deliver seamless, consistent services wherever our clients operate.

Our mission is to help our clients and our people excel.


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Please feel free to contact any of the following to discuss how we can achieve your goals:

Stephen Adams Partner - Financial Advisory Market Leader – South Australia Tel: +61 8 8407 7025 e-mail: [email protected]

David Egan Partner – Financial Advisory Tel: +61 8 8407 7150 e-mail: [email protected]

Adrian O’Dea Partner – Financial Advisory Tel: +61 8 8407 7143 e-mail: [email protected]

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