Boost Research
LYC – “NIMBY” Tendencies Now Approaching Prudence (Flash Note)
Malay PM indicates export of WLP residue no longer a licence condition Decision not yet formally endorsed by Cabinet, due mid-August In-country...
560 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...
565 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...
814 Views
(Mostly) Asia M&A: May 2019 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8.4bn. Clicking on the company name in...
911 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,...
877 Views