Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>Critical Minerals Outside of China Will Command A Strategic Premium</li>
<li>As risk appetite in the mining sector increases, the biggest gains will be in the junior miners and exploration companies</li>
<li>We highlight eight companies as a basket of such miners which should benefit from these trends</li>
</ul>


Critical Minerals Outside of China Will Command A Strategic Premium
As risk appetite in the mining sector increases, the biggest gains will be in the junior miners and exploration companies
We highlight eight companies as a basket of such miners which should benefit from these trends


A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 2

Australia

Cyprium Metals Limited operates as a minerals exploration company. The Company manages a portfolio of Australian copper projects.

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Cyprium Metals (CYM AU)

A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 2

We look at the next 2 companies in the basket of strategic miners. Average performance of the basket over the last 2 weeks has been +12%

Rikki Malik

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52-week Range

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