Equity Research

Research from analysts who know the industry from the inside

Institutional-grade coverage of 80+ ASX companies across resources and energy, agribusiness, technology, life sciences and industrials.

What we cover

Resources and energy: Where the difference between a good and a bad investment usually sits in a drill result, not a spreadsheet. Our analysts have worked in the industry as well as covered it.

‍Agribusiness: Our longest-standing sector and the reason for our annual conference. Bega Cheese, Select Harvests, Bubs and Murray Goulburn have all been clients.

‍Technology. Businesses built on Australia's research base, covered at the point where revenue is real but coverage is thin.

‍Life sciences. Companies where the science has to be understood before the numbers mean anything.

How our research works

We initiate before a company is obvious, stay with it through the quiet periods, and say so when our view changes. Several of our analysts ran research desks at larger institutions before joining PAC, and some worked in the industries they now cover.

Research reports:

Initiations. A full view on a company we've decided is worth covering, usually before it's obvious.

‍Company updates. Ongoing coverage through results, transactions and the quiet periods in between.

‍Sector reviews. In-depth work on an industry, written by the analyst who covers it.

‍Event-driven notes. Quick reads on announcements that actually move a thesis.
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Research coverage for companies

PAC coverage doesn’t stop at the report. Our analysts’ work is put in front of fund managers, family offices and sophisticated investors by a sales desk that knows the company, backed by corporate access and a team that supports your next raise.

Initiation · Ongoing coverage · Distribution through our sales desk · Corporate access

Talk to us about coverage

Paul Jensz

Co-Founder / Senior Analyst

Shane Bannan

Senior Research Analyst

Ken Wagner

Senior Equities Analyst

Caleb Weng

Research Analyst

Nick Maxwell

Research Analyst
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