Materials Analyst/Strategist, Janus Analysis

Gaius King

Materials Analyst/Strategist

Janus Analysis

Equity Bottom-Up

<ul>
<li>Iron Ore, we Hold our nerve</li>
<li>Lithium producers are a Hold</li>
<li>Lithium Explorers are a Sell</li>
<li>Palladium structural deficit continues to grow</li>
<li>Platinum surplus increasing</li>
<li>NdPr in structural deficit</li>
<li>China will continue to control LREE supply</li>
<li>Insufficient LREE supply will diminish global EV industry soon</li>
<li>Critical REEs (not all) readjusting to higher price plateaus</li>
</ul>


Iron Ore, we Hold our nerve
Lithium producers are a Hold
Lithium Explorers are a Sell
Palladium structural deficit continues to grow
Platinum surplus increasing
NdPr in structural deficit
China will continue to control LREE supply
Insufficient LREE supply will diminish global EV industry soon
Critical REEs (not all) readjusting to higher price plateaus


New J Hutton – Exploration Report (Weeks Ending 28/06/19)

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<ul class="">
<li>Launching weekly exploration report</li>
<li>Initial coverage of 318 companies</li>
<li>Eventual ASX, TSX &amp; AIM coverage</li>
<li>Scientific approach to determine prospectivity</li>
<li>Selective judgement on announcement materiality</li>
<li>Preference for gold</li>
<li>Targeting company maker projects</li>
<li>Best exploration tenements, Magnesium, graphite, metallurgical coal</li>
<li>
<a href="https://www.smartkarma.com/entities/10117" target="_blank" data-smartkarma-citation="entities:10117:1">Paladin Energy (PDN AU)</a>, <a href="https://www.smartkarma.com/entities/12329" target="_blank" data-smartkarma-citation="entities:12329:1">Admiralty Resources Nl (ADY AU)</a> , <a href="https://www.smartkarma.com/entities/1923" target="_blank" data-smartkarma-citation="entities:1923:1">Jameson Resources (JAL AU)</a>, <a href="https://www.smartkarma.com/entities/8395" target="_blank" data-smartkarma-citation="entities:8395:1">Golden Rim Resources (GMR AU)</a>, <a href="https://www.smartkarma.com/entities/3231" target="_blank" data-smartkarma-citation="entities:3231:1">Orion Gold Nl (ORN AU)</a> , <a href="https://www.smartkarma.com/entities/15059" target="_blank" data-smartkarma-citation="entities:15059:1">Talga Resources (TLG AU)</a>, <a href="https://www.smartkarma.com/entities/4935" target="_blank" data-smartkarma-citation="entities:4935:1">Barra Resources (BAR AU)</a>, <a href="https://www.smartkarma.com/entities/12537" target="_blank" data-smartkarma-citation="entities:12537:1">King River Resources (KRR AU)</a>, <a href="https://www.smartkarma.com/entities/2294" target="_blank" data-smartkarma-citation="entities:2294:1">Korab Resources (KOR AU)</a>, <a href="https://www.smartkarma.com/entities/27876" target="_blank" data-smartkarma-citation="entities:27876:1">Lefroy Exploration Ltd (LEX AU)</a>
</li>
</ul>


Launching weekly exploration report
Initial coverage of 318 companies
Eventual ASX, TSX &amp; AIM coverage
Scientific approach to determine prospectivity
Selective judgement on announcement materiality
Preference for gold
Targeting company maker projects
Best exploration tenements, Magnesium, graphite, metallurgical coal

Paladin Energy (PDN AU), Admiralty Resources Nl (ADY AU) , Jameson Resources (JAL AU), Golden Rim Resources (GMR AU), Orion Gold Nl (ORN AU) , Talga Resources (TLG AU), Barra Resources (BAR AU), King River Resources (KRR AU), Korab Resources (KOR AU), Lefroy Exploration Ltd (LEX AU)



New J. Hutton Exploration Report (Week Ending 18/1/19)

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Last Wednesday, the Federal Open Market Committee, or FOMC, maintained the current target federal funds rate of 0.25%-0.5%.At first glance, this announcement would seem like a boon for gold, as lower interest rates mean a lower opportunity cost for holding goldAnalysts: Kristoffer Inton &amp; Daniel Rohr

Last Wednesday, the Federal Open Market Committee, or FOMC, maintained the current target federal funds rate of 0.25%-0.5%.At first glance, this announcement would seem like a boon for gold, as lower interest rates mean a lower opportunity cost for holding goldAnalysts: Kristoffer Inton &amp; Daniel Rohr

Although Fed Pares Back Rate-Hike Path, the Outlook for Gold as an Investment Remains Weak

Australia

Orion Minerals Ltd operates as a minerals exploration and development company. The Company focuses on zinc, copper, nickel, gold, and platinum mining projects. Orion Minerals serves customers worldwide.

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Orion Gold Nl (ORN AU)

New J Hutton – Exploration Report (Weeks Ending 28/06/19)

Iron Ore, we Hold our nerve Lithium producers are a Hold Lithium Explorers are a Sell Palladium structural deficit continues to grow Platinum...

Gaius King

New J. Hutton Exploration Report (Week Ending 18/1/19)

Launching weekly exploration report Initial coverage of 318 companies Eventual ASX, TSX & AIM coverage Scientific approach to determine...

Boost Research

Although Fed Pares Back Rate-Hike Path, the Outlook for Gold as an Investment Remains Weak

Last Wednesday, the Federal Open Market Committee, or FOMC, maintained the current target federal funds rate of 0.25%-0.5%.At first glance, this...

Morningstar, Inc.

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52-week Range

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