The post Lincoln Liu – Rawson Lewis appeared first on StockPal.

What stock have you recently been looking at?
Recce Pharmaceuticals Ltd (ASX: RCE) is a company which I have avidly followed (and have shares). It has a synthetic antibiotic called Recce 327, shown to work well compared to standard treatment, against a number of antibiotic-resistant bacteria (or superbugs), even after repeated use. The next phase for Recce is to test safety in human clinical trials (Phase I), starting later this year. A major leap of faith for biotech investors is often whether or not animal studies translate to humans. It is rather interesting that in a recent announcement they mentioned that a physician has been self-dosing Recce 327 to prove safety (albeit one data point).

What is the most challenging aspect of raising money?
One of the most enjoyable challenges of working with companies is to develop a shareholder holder register with a targeted mix of strategic, institutional, HNW and retail investors. This requires an ongoing and thoughtful approach to enable investors to gain a better understanding of business drivers and ensure a flow of information. It’s critical to keep an open-mind when formulating to serve each company’s specific requirements and to do the hard work upfront.

What is unique about your firm’s philosophy/value-proposition as compared to your competitors? 
Our team at Rawson Lewis has worked collectively, through previous partnerships and projects, over a number of decades. So we’re a very tight knit group with great respect for each other. We’ve formed a team which is very experienced across a number of sectors (resources, technology, healthcare & industrials) but also breadth across transaction size/type & business life cycles. In terms of advisory and working closely with our investor clients, we approach these valued relationships over the long term aiming to partner and share success. I think a good example of this is our Disruptive Technology Series which we have been running for a number of years. Most of our presenters are early stage startups with really compelling business models but not quite ready for a pre-IPO/IPO. Our goal is to help these companies add upfront value early, thinking about working more formally later once the company has matured.

What methods would you use to source new clients? 
Primarily word of mouth.

Who is your inspiration and why?
Shane Warne was my first inspiration. Growing up in Wagga Wagga you basically had to play a sport – or risk having very drawn out weekends and holidays. I played cricket and was quickly attracted to the unique talent and aura of Warney. I spent hundreds of hours of bowling leg spin in the backyard and nets trying to replicate his repertoire. During high school, I was so keen to meet Warney I ran a fundraiser lunch for his charity in the hope that he would pick up the cheque in person! Ray Martin kindly dropped by to pick it up instead.

What would you have become if you did not take stockbroking/corporate advisory as your career?
With Warney as my childhood hero, I dreamed of playing cricket for Australia! 

How can people connect with you?
Email:
Website: http://www.rawsonlewis.com/

Signup for the next Rawson Lewis Disruptive tech lunch: 
http://www.rawsonlewis.com/rawson-lewis-disruptive-technology-lunch-series-upcoming/ 

The post Lincoln Liu – Rawson Lewis appeared first on StockPal.

The post Tony Locantro – Alto Capital appeared first on StockPal.

What was the first stock you ever bought?
AWA who did the totaliser board at racetracks and electrical products on the recommendation of a broker I sourced from the yellow pages. It was around the time of Kurt Cobain’s death when I really became keen on the market. My second stock Eagle Mining was far more successful. I was green at the time and walked into the broking office with cash. It was certainly embarrassing.

What is your firm’s investment philosophy?
We specialise in small caps and have seeded two recent biotech IPO’s. Our aim is to support companies, and not adopt the fee and flip model that tends to plague small companies. As advisors we’re all small business owners and are responsible for our own decisions but being aligned leads to greater discussions, ideas and eventually corporate transactions. I’m only really focussed on companies with 400-500% upside potential balanced by halving at some stage. Advising in speculative stocks and small caps is more difficult than people think and to an extent it’s what you don’t see or know that ultimately will lead to growth and success.

How are you managing the current COVID-19 situation on the personal front and on the business front?
I’ve been advising 22 years now, and it never feels like work. Working from home and close access to the fridge and lounge I’ve finally overcome. I’m now working 4 days per week in the office and it’s great to have my routine back. Market wise I haven’t been this busy in a long time. A number of my stable are running and nearing critical share price catalysts. Finally, I feel as though I’m at the top of my game, and my decision making for clients as a result is assertive and successful. I miss having a wine at a bar socially and with business associates. My kids are bored and have fallen in love with Fortnite again. I think it’s time to hit the park and kick the football around or even walk around shopping centres.

What are the top 3 qualities any good investor should have?
The ability to walk away from the screen with patience to let a story evolve, to make decisions on the spot when I’m already pre-empting the order, I’m likely to enter onto the market. Another trait is to be able to let go and enable me to make suggestions that they may not feel comfortable with.

What is your favourite book?
Models “Attract Women Through Honesty” by Mark Manson is probably the best self-help book for men in particular. It has certainly helped me along the way, especially on my dealings with people and how to match my clothing choices. It’s Marks best book in my opinion and my meeting with the head of Pan McMillan I believe had something to do with it being republished in Australia.

Which industries in Australia have caught your interest?
Biotech across regenerative medicine, diagnostics, high risk/high reward exploration in base and precious metals along with uranium which seems to be the “contrarian” play yet again.

How can people connect with you?
Email:
Website: https://www.altocapital.com.au/

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