Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux
In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT...
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Primer: Neo Performance Materials (NEO CN) - Sep 2025
Neo Performance Materials is a critical player in the green energy transition, manufacturing advanced industrial materials like magnetic...
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The Magnet Wars: China's Rare Earth Chokehold and India's Decade-Long Catch-Up
China's licensing regime on rare earths gives Beijing control over global magnet supply chain, with India's magnet scheme aiming to create...
269 Views
Australian Strategic Materials (ASM AU): Scheme Vote on 22 June
Helped by the large takeover premium, the scheme vote is low risk. At the last close and for a 7 July payment, the gross/annualised spread was 2.7%...
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Lynas (LYC AU) Targets Vertical Expansion
Lynas is up massively over the past year, and especially recently. Yet as the no 1 rare-earth play outside China - and now very cashed up - it's a...
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