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Gaius King
Materials Analyst/Strategist
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Janus Analysis
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Location:
United Kingdom
Joined:
10 September 2018
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Recent
bullish
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Platinum
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29 Jan 2025 21:23
Platinum Demand to Grow from 2025 Onwards
Global platinum demand has stopped falling, with industrial and chemical demand is expected to surpass autocatalyst in 2035. Though prices may...
Gaius King
234 Views
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bullish
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Palladium
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29 Jan 2025 17:57
Palladium Price to Double Within a Decade
Investors underestimate growth potential of palladium due to supply constraints from Russia and South Africa, with demand expected to rise 26% in...
Gaius King
360 Views
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bullish
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Fortescue Metals
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08 Mar 2020 22:14
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
Gaius King
330 Views
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bearish
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Yellow Cake PLC
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02 Mar 2020 20:14
YCA Valuation Update - Macro Driven SELL
Yellow Cake PLC (YCA LN) is a pure play on the uranium price Spot Price $24.65/lb U3O8 down 15% in the past year L.T. Price remains...
Gaius King
320 Views
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bearish
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Uranium
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26 Feb 2020 23:07
Primary & Secondary Supply Sufficient to Sate Global Uranium Demand for the Foreseeable Future
Primary supplies covered 83% of 2018 demand, secondary the remaining 17% Primary production reduced by 7,100/t pa by producer cuts Forecast that...
Gaius King
418 Views
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