ENTITY
MMG

MMG (1208 HK)

79
Analysis
MaterialsAustralia
MMG Limited is a mid-tier global resources company which explores, develops and mines base metal projects around the world. The Company currently owns and operates the Century, Golden Grove and Rosebery mines in Australia, the Kinsevere mine in the Democratic Republic of Congo (DRC) and the LXML Sepon mine in Laos.
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Jiaxin International Resources Investment IPO Trading - Decent Demand, Despite Lack of Track Record

Jiaxin International Resources Investment Limited(JIRI) raised around US$153m in its Hong Kong IPO. In this note, we talk about the deal dynamics.

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Jiaxin International Resources Investment IPO - No Track Record, Government Supported

Jiaxin International Resources Investment Limited (JIRI) is looking to raise around US$153m in its upcoming Hong Kong IPO. In this note, we talk...

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17 Aug 2025 07:45

Overview #32 – International Money Starts to Flow to Chinese Domestic Markets

A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the precious metal space

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03 Aug 2025 09:34

Overview #31 - China Breaks Out and the USD Has Its Moment

A review of recent events/data impacting our investment themes and outlook. We look at the  Dollar bear market rally and the domestic Chinese market.

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20 Jul 2025 09:20

Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market.

A review of recent events/data impacting our investment themes and outlook. We look at the Fed and the implications of DoD's stake in a rare earth...

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