New J. Hutton – Exploration Report (Weeks Ending 04/10/19)
Pure iron ore plays outperforming diversified producers, for now... America wakes up to REE embargo threat, LYC critical for future supply...
634 Views
Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
550 Views
Boost Research
New J Hutton – Exploration Report Pt 1 (Weeks Ending 02/08/19)
Iron Ore fallen >27% in nine days, trader driven, as opposed to fundamentals Chinese iron ore consumption growth >4% over the pcp Supply...
686 Views
Shorts Get Smaller Down Under
Australia has a very well developed market for stock borrow and a robust regulatory regime for short selling. Short sell positions that exceed...
587 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
825 Views