MV Global Rare Earth/Strategic Metals Index Rebalance: One Delete & Other Changes
Standard Lithium is a delete. Estimated one-way turnover of 8.9% results in a round-trip trade of US$61m. Pilbara Minerals is a passive buy...
719 Views
Biggest Mining stories of 2024 – AFR’s Peter Ker
Mr. Kerr focuses on resources, BHP Anglo makes surprising move in 2024, battery metal slump impacts Lion Town and Nickel West, Minray and Andrew...
998 Views
Latin Resources (LRS AU): 16th January Merger Vote
After a slight delay, this is done. Trading wide-ish at a gross/annualised return of 2.9%/18.3%. IF you can take down borrow cheaply on PLS, do so.
494 Views
Latin Resources (LRS AU): Pilbara Minerals (PLS AU)’s Scheme Vote on 16 January
An attractive offer and the lack of a competing bidder suggest a done deal. At the last close, for the 4 February payment, the gross/annualised...
500 Views
Rio Tinto/Arcadium: Trading Wide Ahead Of 23rd Dec Vote
This looks done. Trading at a 11.9%/20.5% gross/annualised return, assuming mid 2025 completion. That looks attractive. The key risk is one of...
779 Views