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Lynas Corp Ltd (LYC AU)
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81
Analysis
Materials
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Australia
Lynas Corporation Limited explores and mines for rare earth minerals such as cerium and neodymium.
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bullish
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JL Mag Rare-Earth
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14 Dec 2021 12:22
JL Mag Rare-Earth A/H Listing - Ticks the Right EV and Clean Energy Boxes, Thoughts on Valuation
JL Mag Rare-earth Co. Ltd (JLM) aims to raise around US$300m via its H-shares listing. In this note, we look at the deal dynamics and provide our...
Sumeet Singh
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277 Views
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bullish
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JL Mag Rare-Earth
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09 Dec 2021 01:34
JL Mag Rare-Earth Secondary Listing: Magnetic Moments
JL Mag Rare-Earth is pre-marketing an H Share listing to raise $500 million. JL Mag Rare-Earth has attractive fundamentals and we believe the...
Arun George
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262 Views
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bearish
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Shanghai Stock Exchange Composite Index
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02 Aug 2021 08:25
Weakness Contained To EM & China Thus Far; Actionable Themes: Tech, Utilities, Financials, Materials
Cracks are beginning to show, particularly in EM/China. Key support violations include the MSCI EM index below $52, the Shanghai Comp below 3500,...
Vermilion Research
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143 Views
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bearish
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MP Materials Corp
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30 Jul 2021 12:56
MP Material (MP): Is This Time Different?
MP Materials may be a risky SPAC facing insider selling, temporary commodity benefits, over valuation, and a history of disappointment.
Robert C Prather Jr
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284 Views
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bullish
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Hang Seng Index
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10 Jan 2021 04:50
Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
Vermilion Research
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273 Views
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