External broker reports(aggregated public sources), Taylor Collison

Taylor Collison

External broker reports(aggregated public sources)

Taylor Collison is a leading financial services firm, providing advice & wealth creation strategies to private & institutional investors and corporate clients throughout Australia. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li><span data-sheets-value='{"1":2,"2":"Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below."}' data-sheets-userformat='{"2":33281,"3":{"1":0},"12":0,"18":1}'>Timing of CEO retirement has the market rightly nervous: (1) On the cusp of projected material cashflows after eight of transitioning the business into a global fund manager; (2) very slow YTD completions; and (3) a material increase to the cost base (not expected!). </li><li><span data-sheets-value='{"1":2,"2":"Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below."}' data-sheets-userformat='{"2":33281,"3":{"1":0},"12":0,"18":1}'>That said, the successor is well-credential with natural shareholder alignment (holding 1.6% of issued capital). </li><li><span data-sheets-value='{"1":2,"2":"Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below."}' data-sheets-userformat='{"2":33281,"3":{"1":0},"12":0,"18":1}'>Available funding remains sound with $193m of corporate cash, receivables, and facilities at its disposal, and Fund 1 is approaching run-off. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Timing of CEO retirement has the market rightly nervous: (1) On the cusp of projected material cashflows after eight of transitioning the business into a global fund manager; (2) very slow YTD completions; and (3) a material increase to the cost base (not expected!). That said, the successor is well-credential with natural shareholder alignment (holding 1.6% of issued capital). Available funding remains sound with $193m of corporate cash, receivables, and facilities at its disposal, and Fund 1 is approaching run-off. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Omni Bridgeway Limited (OBL) - Greater than 1x Yearly Cashflow Requirements at 1H23

<ul><li>A slower 1H23 case completion period translated in a reduction in corporate cash and receivables of $75.7m.</li><li>Available funding remains sound with $193m of corporate cash, receivables, and facilities at its disposal, while Fund 1 is approaching run-off.</li><li>The emergence of secondary buyers and insurers willing to underwrite OBL’s capital and expected profits is testament to the underwriting standards and the global origination platform that the business has created.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

A slower 1H23 case completion period translated in a reduction in corporate cash and receivables of $75.7m.Available funding remains sound with $193m of corporate cash, receivables, and facilities at its disposal, while Fund 1 is approaching run-off.The emergence of secondary buyers and insurers willing to underwrite OBL’s capital and expected profits is testament to the underwriting standards and the global origination platform that the business has created.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Omni Bridgeway Limited (OBL) - 2Q23 Investment Update

<ul><li>With upsized debt funding in place, fund 1 now guaranteed to achieve run-off, a pipeline of secondary buyers building, and maturing case book, OBL is in a sound position to pursue organic, M&amp;A and opportunistic capital management strategies.</li><li>This is despite a slower invoicing and commitments quarter, where corporate cash and receivables reduced by $46.2m.</li><li>The emergence of secondary buyers and insurers willing to underwrite OBL’s capital and expected profits is testament to the underwriting standards and the global origination platform that the business has created.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

With upsized debt funding in place, fund 1 now guaranteed to achieve run-off, a pipeline of secondary buyers building, and maturing case book, OBL is in a sound position to pursue organic, M&amp;A and opportunistic capital management strategies.This is despite a slower invoicing and commitments quarter, where corporate cash and receivables reduced by $46.2m.The emergence of secondary buyers and insurers willing to underwrite OBL’s capital and expected profits is testament to the underwriting standards and the global origination platform that the business has created.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Omni Bridgeway Limited (OBL) - 1Q23 Investment Update

Australia

Omni Bridgeway Limited provides investment management services. The Company offers claims securitization, litigation, funding, legal recovery, trading, and other related solutions. Omni Bridgeway serves customer worldwide.

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