Tianqi Lithium H Share Listing: AH Discount Views
Tianqi aims to launch a US$1.5-2bn H Share listing on Thursday. In this note, we examine the likely discount that Tianqi will offer its H Shares in...
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Mat-Chem Notes for the Week Ended May 22, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was another down week for the market, with the Russell 2000 declining 1.1% and the S&P 500 dropping...
677 Views
Mat-Chem Notes for the Week Ended April 3, 2022
KEY HIGHLIGHTS WTR-CMI last week. Last week, the market continued to digest the impact of the war in Europe, global inflation, and continuing...
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Buying Rare Earth/Strategic Metals Stocks: MP, LAC, LTHM, AMG-NL, PLS-AU, LTR-AU, AVZ-AU, SLI-CA
Global rare earth/strategic metals stocks are breaking out of bases, and we expect price and RS appreciation to continue. This also provides us...
465 Views
Mat-Chem Notes for the Week Ended February 27, 2022
KEY HIGHLIGHTS WTR-CMI last week. While the Russell 2000 edged up 0.6% last week and the S&P 500 was nearly flat—up 0.1%—our WTR-CMI index of...
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