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...
567 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
671 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...
623 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 28/06/19)
Iron Ore, we Hold our nerve Lithium producers are a Hold Lithium Explorers are a Sell Palladium structural deficit continues to grow Platinum...
557 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 31/05/19)
Initiate on Lynas Corp Ltd (LYC AU) as a BUY Six Chinese SOEs control ~78% of global primary REE supply Est. China processes >90% of global REE...
808 Views