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...
353 Views
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,...
274 Views
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.
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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....
424 Views
Lynas (LYC AU): Digging Into Unobtanium
Back in March 2019, Lynas Corp Ltd (LYC AU) was practically in ICU following the surprise change in Malaysia's government the previous May, and the...
615 Views