Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
553 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...
512 Views
Boost Research
LYC - Focussed Pragmatism, Solves Obstacles (Flash Note)
AELB stipulates key conditions for continued licence approval Four-years for the “cracking/leaching” facility to be established outside...
411 Views
Boost Research
New J Hutton – Exploration Report Pt 1 (Weeks Ending 02/08/19)
Iron Ore fallen >27% in nine days, trader driven, as opposed to fundamentals Chinese iron ore consumption growth >4% over the pcp Supply...
507 Views
Boost Research
LYC – “NIMBY” Tendencies Now Approaching Prudence (Flash Note)
Malay PM indicates export of WLP residue no longer a licence condition Decision not yet formally endorsed by Cabinet, due mid-August In-country...
430 Views