MV Global Rare Earth/Strategic Metals Index Rebalance: Two Deletions & Other Changes
Core Lithium and Piedmont Lithium will be deleted from the index in June. Estimated 1-way turnover is 6.4% resulting in a 1-way trade of US$28m....
198 Views
2023 4th Qtr Letter to Investors: A Deep Dive into Lithium
2023 was a challenging year, there was a lot of volatility in both long and short books. We reserve the bulk of the letter for an extended...
159 Views
MVIS Global Rare Earth/Strategic Metals Index Rebalance: Albermarle (ALB US) Finally Added
Albemarle will replace ioneer in the index. Constituent changes, float changes and capping changes result in an estimated one-way turnover is 13.4%...
508 Views
MVIS Global Rare Earth/Strategic Metals Index Rebalance: One Add, Two Deletes & Big Turnover
One add, two deletes, float and capping changes will result in one-way turnover estimated at 11.1% resulting in a one-way trade of US$58m. There...
600 Views
Many Aren’t Aware of the Inflation Reduction Act; and That’s Good News for Investors
Two in three Americans know little about IRA. The Inflation Reduction Act (“IRA”) took years in the making and will have material implications...
394 Views