JL Mag Rare-Earth A/H Listing - Ticks the Right EV and Clean Energy Boxes, Thoughts on Valuation
JL Mag Rare-earth Co. Ltd (JLM) aims to raise around US$300m via its H-shares listing. In this note, we look at the deal dynamics and provide our...
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JL Mag Rare-Earth Secondary Listing: Magnetic Moments
JL Mag Rare-Earth is pre-marketing an H Share listing to raise $500 million. JL Mag Rare-Earth has attractive fundamentals and we believe the...
353 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
Boost Research
PM8 – The Perfect Foil to a Xi LREE Embargo
Insurance against potential Chinese light rare-earths (LREE) embargo LREEs critical to certain economic sectors, particularly in sensors,...
864 Views
Trump Trade Means Lynas Capex Easier
The last two days have been pretty spectacular for the shares of Lynas Corp Ltd (LYC AU). While it is not clear what has changed OTHER than a...
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