Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

AMG Critical Materials NV / Equity Bottom-Up

<ul>
<li>In an interview with Handelsblatt, AMG stated it expects to produce battery-grade lithium hydroxide on an industrial scale by mid-2026.</li>
<li>It will be the first facility in Europe – in Bitterfeld in Germany - to start commercial production of precursor material for cathode manufacturing.</li>
<li>The production of battery-grade lithium hydroxide is in the qualification phase currently.</li>
</ul>


In an interview with Handelsblatt, AMG stated it expects to produce battery-grade lithium hydroxide on an industrial scale by mid-2026.
It will be the first facility in Europe – in Bitterfeld in Germany - to start commercial production of precursor material for cathode manufacturing.
The production of battery-grade lithium hydroxide is in the qualification phase currently.


What's New(S) In Amsterdam - 8 December (AMG Critical Materials)

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/iperionx-limited" target="_blank" data-smartkarma-citation="entities:30710:1" rel="noopener">IperionX Limited (IPX AU)</a> will be added to the <a href="https://www.smartkarma.com/entities/vaneck-rare-earth-strategic-me" target="_blank" data-smartkarma-citation="entities:32320:1" rel="noopener">VanEck Rare Earth/Strategic Me (REMX US)</a> and <a href="https://www.smartkarma.com/entities/patriot-battery-metals-inc" target="_blank" data-smartkarma-citation="entities:36822:1" rel="noopener">Patriot Battery Metals (PMT CN)</a> will be deleted.</li>
<li>The constituent changes, float changes and capping changes result in an estimated one-way turnover of 6.3% and in a round-trip trade of US$48m.</li>
<li>The largest inflows will be in <a href="https://www.smartkarma.com/entities/iperionx-limited" target="_blank" data-smartkarma-citation="entities:30710:1" rel="noopener">IperionX</a>, <a href="https://www.smartkarma.com/entities/iluka-resources-ltd" target="_blank" data-smartkarma-citation="entities:10105:1" rel="noopener">Iluka Resources</a> and <a href="https://www.smartkarma.com/entities/albemarle-corp" target="_blank" data-smartkarma-citation="entities:7678:1" rel="noopener">Albemarle</a>, while the largest outflows will be from <a href="https://www.smartkarma.com/entities/patriot-battery-metals-inc" target="_blank" data-smartkarma-citation="entities:36822:1" rel="noopener">Patriot Battery Metals</a>, <a href="https://www.smartkarma.com/entities/amg-critical-materials-nv" target="_blank" data-smartkarma-citation="entities:40462:1" rel="noopener">AMG Critical Materials</a>, <a href="https://www.smartkarma.com/entities/shenghe-resources-holding-co-ltd" target="_blank" data-smartkarma-citation="entities:17058:1" rel="noopener">Shenghe Resources</a> and <a href="https://www.smartkarma.com/entities/lithium-americas-corp" target="_blank" data-smartkarma-citation="entities:23860:1" rel="noopener">Lithium Americas</a>.</li>
</ul>



IperionX Limited (IPX AU) will be added to the VanEck Rare Earth/Strategic Me (REMX US) and Patriot Battery Metals (PMT CN) will be deleted.
The constituent changes, float changes and capping changes result in an estimated one-way turnover of 6.3% and in a round-trip trade of US$48m.
The largest inflows will be in IperionX, Iluka Resources and Albemarle, while the largest outflows will be from Patriot Battery Metals, AMG Critical Materials, Shenghe Resources and Lithium Americas.


MV Global Rare Earth/​​​​​Strategic Metals Index Rebalance: One Add, One Delete & Other Changes

Netherlands

AMG Critical Materials N.V. produces specialty metals and metallurgical vacuum furnace systems. The Company offers aluminum master alloys and powders, titanium alloys and coatings, chromium metal, ferrovanadium, antimony, tantalum, niobium, silicon metal, and natural graphite. AMG Critical Materials serves customers worldwide.

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AMG Critical Materials NV (AMVMF US)

What's New(S) In Amsterdam - 8 December (AMG Critical Materials)

In an interview with Handelsblatt, AMG stated it expects to produce battery-grade lithium hydroxide on an industrial scale by mid-2026.

The IDEA!

MV Global Rare Earth/Strategic Metals Index Rebalance: One Add, One Delete & Other Changes

The inclusion of IperionX, deletion of Patriot Battery Metals, float and capping changes result in an estimated one-way turnover of 6.3% and in a...

Brian Freitas

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What's New(S) In Amsterdam - 8 December (AMG Critical Materials)

In an interview with Handelsblatt, AMG stated it expects to produce battery-grade lithium hydroxide on an industrial scale by mid-2026.

The IDEA!

MV Global Rare Earth/​​​​​Strategic Metals Index Rebalance: One Add, One Delete & Other Changes

The inclusion of IperionX, deletion of Patriot Battery Metals, float and capping changes result in an estimated one-way turnover of 6.3% and in a...

Brian Freitas

MV Global Rare Earth/Strategic Metals Index Rebalance: One Add, One Delete & Other Changes