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Janus Analysis
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bullish
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Platinum
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29 Jan 2025 21:23
Platinum Demand to Grow from 2025 Onwards
Global platinum demand has stopped falling, with industrial and chemical demand is expected to surpass autocatalyst in 2035. Though prices may...
Gaius King
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234 Views
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bullish
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Palladium
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29 Jan 2025 17:57
Palladium Price to Double Within a Decade
Investors underestimate growth potential of palladium due to supply constraints from Russia and South Africa, with demand expected to rise 26% in...
Gaius King
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360 Views
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bullish
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Fortescue Metals
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08 Mar 2020 22:14
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
Gaius King
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330 Views
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bearish
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Yellow Cake PLC
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02 Mar 2020 20:14
YCA Valuation Update - Macro Driven SELL
Yellow Cake PLC (YCA LN) is a pure play on the uranium price Spot Price $24.65/lb U3O8 down 15% in the past year L.T. Price remains...
Gaius King
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320 Views
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bearish
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Uranium
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26 Feb 2020 23:07
Primary & Secondary Supply Sufficient to Sate Global Uranium Demand for the Foreseeable Future
Primary supplies covered 83% of 2018 demand, secondary the remaining 17% Primary production reduced by 7,100/t pa by producer cuts Forecast that...
Gaius King
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418 Views
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