Boost Research
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...
481 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 31/05/19)
Initiate on Lynas Corp Ltd (LYC AU) as a BUY Six Chinese SOEs control ~78% of global primary REE supply Est. China processes >90% of global REE...
718 Views
(Mostly) Asia M&A: May 2019 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8.4bn. Clicking on the company name in...
748 Views
Boost Research
PM8 – The Perfect Foil to a Xi LREE Embargo
Insurance against potential Chinese light rare-earths (LREE) embargo LREEs critical to certain economic sectors, particularly in sensors,...
690 Views
Trump Trade Means Lynas Capex Easier
The last two days have been pretty spectacular for the shares of Lynas Corp Ltd (LYC AU). While it is not clear what has changed OTHER than a...
697 Views