Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/los-andes-copper-ltd" target="_blank" data-smartkarma-citation="entities:35434:1" rel="noopener">Los Andes Copper Ltd (LA CN)</a>  is a Tier-1 copper asset in Chile; recent M&amp;A activity in Chilean copper assets has increased substantially highlighting the undervaluation of Los Andes.</li>
<li>Hired new CEO in October 2021 to increase investor awareness; multiple catalysts to unlock significant value in 2022. </li>
<li>Current Market Value at 330M CAD significantly undervalues asset. Fair Value at 30 CAD/share or 150% upside.</li>
</ul>



Los Andes Copper Ltd (LA CN)  is a Tier-1 copper asset in Chile; recent M&amp;A activity in Chilean copper assets has increased substantially highlighting the undervaluation of Los Andes.
Hired new CEO in October 2021 to increase investor awareness; multiple catalysts to unlock significant value in 2022. 
Current Market Value at 330M CAD significantly undervalues asset. Fair Value at 30 CAD/share or 150% upside.


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

Canada

Los Andes Copper Ltd. explores for copper in Latin America.

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Los Andes Copper Ltd (LA CN)

Los Andes Copper: Just Keeps Getting Bigger

Los Andes Copper is a Tier 1 Copper asset where recent drill results highlight its attractiveness. Once a PFS is published late in FY22 we expect...

Nicolas Van Broekhoven

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

Los Andes is a Tier-1 Chilean copper asset. Copper supply/demand looks very tight given the rush to electrify the global auto fleet and increase...

Nicolas Van Broekhoven

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