Primer: JL MAG Rare-Earth (6680 HK) - Aug 2026
JL MAG is a global leader in the high-performance Neodymium-Iron-Boron (NdFeB) permanent magnet market, strategically positioned to benefit from...
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A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 1
US/Oz have signed The Critical Minerals Framework -commits the countries to invest more than $3 B over 6 months jointly and supports a pipeline of...
675 Views
HONG KONG ALPHA PORTFOLIO: (September 2025)
Due to the sudden escalation of US/China tensions we have decided to reduce AI and other risk exposure in the Hong Kong Alpha portfolio at the open...
1.2k Views
Hong Kong Market Strategy - Trade and Portfolio Ideas Amidst the Volatility
$769 has lagged other rare earth plays but it is now up 100% in two days. We would look to sell half and keep the rest as a free ride. Hard...
892 Views
Rare Earths: China Still Scales Faster Than the West Can Rebuild
China still controls rare earth refining, quotas and magnets, allowing it to stabilise supply faster than the West can rebuild independent capacity.
213 Views