Smartkarma AI, Smartkarma

αSK

Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

<ul>
 <li>
<a href="https://smartkarma.com/entities/avz-minerals-ltd">AVZ Minerals</a>' primary asset is the Manono Lithium and Tin Project in the Democratic Republic of Congo (DRC), considered one of the world's largest and highest-grade undeveloped hard-rock lithium deposits.</li>
 <li>The company is currently embroiled in a critical legal dispute with the DRC government and state-owned mining company Cominière over the ownership and mining rights of the Manono Project, leading to the revocation of its mining permit and ongoing international arbitration.</li>
 <li>AVZ's shares have been delisted from the ASX, and the company's future is entirely dependent on a favorable outcome in the arbitration proceedings or a negotiated settlement, making it a high-risk, speculative investment proposition.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
AVZ Minerals' primary asset is the Manono Lithium and Tin Project in the Democratic Republic of Congo (DRC), considered one of the world's largest and highest-grade undeveloped hard-rock lithium deposits.
  The company is currently embroiled in a critical legal dispute with the DRC government and state-owned mining company Cominière over the ownership and mining rights of the Manono Project, leading to the revocation of its mining permit and ongoing international arbitration.
  AVZ's shares have been delisted from the ASX, and the company's future is entirely dependent on a favorable outcome in the arbitration proceedings or a negotiated settlement, making it a high-risk, speculative investment proposition.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

<ul><li>Woodsmith project is a novel mine in the UK owned by Sirius Minerals, later acquired by Anglo.</li><li>The project involves extracting polyhalite, a nutrient-rich mineral, from a deep underground seam.</li><li>Local residents became shareholders in the project, with 85,000 retail shareholders, 10,000 of which were from the York area.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Woodsmith project is a novel mine in the UK owned by Sirius Minerals, later acquired by Anglo.The project involves extracting polyhalite, a nutrient-rich mineral, from a deep underground seam.Local residents became shareholders in the project, with 85,000 retail shareholders, 10,000 of which were from the York area.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Our intern investigates the $5 Billion mine that won’t work (it’s Woodsmith)

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>As expected, there are no adds or deletes for the MVIS Global Rare Earth/Strategic Metals Index at the December rebalance.</li>
<li>There are free float and capping changes that will be implemented at the close on 16 December.</li>
<li>One way turnover is estimated at 4.26% and will result in a one-way trade of US$31.5m.</li>
</ul>


As expected, there are no adds or deletes for the MVIS Global Rare Earth/Strategic Metals Index at the December rebalance.
There are free float and capping changes that will be implemented at the close on 16 December.
One way turnover is estimated at 4.26% and will result in a one-way trade of US$31.5m.


MVIS Global Rare Earth/​​Strategic Metals Index Rebalance: Float & Capping Changes

Australian Strategic Materials / Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sierra-rutile-holdings-limited" target="_blank" data-smartkarma-citation="entities:36235:1" rel="noopener">Sierra Rutile Holdings (SRX AU)</a> is a high probability delete from the index, while <a href="https://www.smartkarma.com/entities/australian-strategic-materials" target="_blank" data-smartkarma-citation="entities:30815:1" rel="noopener">Australian Strategic Materials (ASM AU)</a> is close to the deletion threshold.</li>
<li>
<a href="https://www.smartkarma.com/entities/sayona-mining-ltd" target="_blank" data-smartkarma-citation="entities:1589:1" rel="noopener">Sayona Mining (SYA AU)</a> is the highest ranked non-constituent while <a href="https://www.smartkarma.com/entities/tianqi-lithium-corporation" target="_blank" data-smartkarma-citation="entities:27789:1" rel="noopener">Tianqi Lithium (9696 HK)</a> only makes inclusion at the entire IPO raise.</li>
<li>Deletion from the index will require passive trackers to sell over 5 days of ADV on <a href="https://www.smartkarma.com/entities/australian-strategic-materials" target="_blank" data-smartkarma-citation="entities:30815:1" rel="noopener">Australian Strategic Materials (ASM AU)</a>. </li>
</ul>



Sierra Rutile Holdings (SRX AU) is a high probability delete from the index, while Australian Strategic Materials (ASM AU) is close to the deletion threshold.

Sayona Mining (SYA AU) is the highest ranked non-constituent while Tianqi Lithium (9696 HK) only makes inclusion at the entire IPO raise.
Deletion from the index will require passive trackers to sell over 5 days of ADV on Australian Strategic Materials (ASM AU). 


MVIS Global Rare Earth/​​​​Strategic Metals Index Rebalance Preview: Couple of Potential Deletes

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Charter Hall Social Infrastructure REIT / Index Rebalance

<ul>
<li>The index changes for the S&amp;P ASX Index family for the September 2022 Rebalance were announced after the close on Friday.</li>
<li>There will be one change for the ASX 100 index and 8 changes for the ASX 200 Index. The ASX 300 Index will have 16 ADDs and 12 DELs.</li>
<li>In this insight, we take a closer look at our expectations for index flows and potential trading ideas.</li>
</ul>


The index changes for the S&amp;P ASX Index family for the September 2022 Rebalance were announced after the close on Friday.
There will be one change for the ASX 100 index and 8 changes for the ASX 200 Index. The ASX 300 Index will have 16 ADDs and 12 DELs.
In this insight, we take a closer look at our expectations for index flows and potential trading ideas.


S&P ASX Sep 22 Rebal: Decent Impacts but Avoid Short Buildup

Australia

AVZ Minerals Limited operates as a mineral exploration company. The Company acquires, develops, mines, and produces lithium, tin, tantalum, and other base metals. AVZ Minerals serves customers globally.

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AVZ Minerals (AVZ AU)

Primer: AVZ Minerals (AVZ AU) - Dec 2025

AVZ Minerals' primary asset is the Manono Lithium and Tin Project in the Democratic Republic of Congo (DRC), considered one of the world's...

αSK

Our intern investigates the $5 Billion mine that won’t work (it’s Woodsmith)

The Woodsmith project, a significant part of Anglo's portfolio, is a large underground mine in the northeast of England with a resource estimate of...

Money of Mine

MVIS Global Rare Earth/Strategic Metals Index Rebalance: Float & Capping Changes

No adds/deletes for REMX in December. Free float and capping changes will be implemented at the close on 16 December resulting in one-way turnover...

Brian Freitas

MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: Couple of Potential Deletes

Sierra Rutile is a high probability delete from the REMX in September. There is a possibility that ASM is deleted too. There is flow on the other...

Brian Freitas

S&P ASX Sep 22 Rebal: Decent Impacts but Avoid Short Buildup

The Top 10 ADDs & DELs have average impacts of +12.7 and -11.2 days to trade respectively. Some DELs names have significant short buildup.

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Primer: AVZ Minerals (AVZ AU) - Dec 2025

AVZ Minerals' primary asset is the Manono Lithium and Tin Project in the Democratic Republic of Congo (DRC), considered one of the world's...

αSK

Our intern investigates the $5 Billion mine that won’t work (it’s Woodsmith)

The Woodsmith project, a significant part of Anglo's portfolio, is a large underground mine in the northeast of England with a resource estimate of...

Money of Mine

MVIS Global Rare Earth/​​Strategic Metals Index Rebalance: Float & Capping Changes

No adds/deletes for REMX in December. Free float and capping changes will be implemented at the close on 16 December resulting in one-way turnover...

Brian Freitas

MVIS Global Rare Earth/​​​​Strategic Metals Index Rebalance Preview: Couple of Potential Deletes

Sierra Rutile is a high probability delete from the REMX in September. There is a possibility that ASM is deleted too. There is flow on the other...

Brian Freitas

S&P ASX Sep 22 Rebal: Decent Impacts but Avoid Short Buildup

The Top 10 ADDs & DELs have average impacts of +12.7 and -11.2 days to trade respectively. Some DELs names have significant short buildup.

Janaghan Jeyakumar, CFA

MVIS Global Rare Earth/Strategic Metals Index Rebalance: Float & Capping Changes

MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: Couple of Potential Deletes