New J. Hutton – Exploration Report (Weeks Ending 04/10/19)
Pure iron ore plays outperforming diversified producers, for now... America wakes up to REE embargo threat, LYC critical for future supply...
443 Views
Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
452 Views
Naspers & Prosus - Another Think Part I: About The Discount
On Friday 23 August 2019, Naspers (NPN SJ) shareholders approved (with the requisite majority 100% of A shares FOR, 95.51% of N Shares FOR) the...
1.1k Views
ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
551 Views
Boost Research
New J Hutton – Exploration Report Pt 2 (Weeks Ending 02/08/19)
Our bearish outlook on the nuclear industry could be too optimistic No Chinese nuclear station has commenced construction since 2016 5-year...
503 Views